How Docugami Automates Insurance Certificates of Insurance (COIs) and Loss Run Data Extraction for a Top-20 Insurance Company

By: GoBeyond Team
July 3, 2025
3 min read
Docugami platform interface showing COI generation and loss run analysis

Quick Overview

A top-20 insurance company used Docugami’s AI-powered Document Engineering to automate generation of Certificates of Insurance and analyze complex loss-run documents. Docugami extracts and normalizes key data, enabling faster, more accurate risk assessment and operational efficiency.

Top-20 Insurance Company (anonymous)
Top-20 Insurance Company (anonymous)
Company Size
Large multinational insurance provider
Revenue Range
Not publicly disclosed
Primary Challenge
Automating complex document generation and data extraction to improve risk assessment and reduce manual effort
Key Metrics
\- Faster COI generation\- Improved accuracy and reliability of risk assessments\- Reduced manual processing time and errors

The Problem

Manual document processing was slow, error-prone, and inconsistent, impacting risk assessment quality

The Solution

Docugami AI platform automates extraction, normalization, and analysis of insurance COIs and loss runs with transparent, learnable AI

Results

\- Reduced turnaround time for COIs and loss run analysis\- Enhanced accuracy and consistency\- Operational efficiency gains and cost savings\- Improved underwriting decisions

“Docugami’s AI transformed our insurance document workflows, enabling faster, more accurate risk assessments.”

Insurance Company Risk Management Team

Details

Industry
Finance & Banking
Departments
Human Resources & People Ops
Legal & Compliance
Use Cases
Document Processing
Tags
GenAI
NLP
Scalability
Team Efficiency
Time-Saving
AI Tools Used
No items found.
Sources
https://www.docugami.com/case-studies/commercial-insurance/loss-runshttps://www.docugami.com/case-studies/commercial-insurance/certificateshttps://www.docugami.com/blog/commercial-insurance-ai-use-cases

More Case Studies

See All
How Zendesk Uses AI to Automate Sentiment Scoring and Trend Detection from Customer Feedback
Technology & SaaS
How James Hardie Leverages Sprout Social’s AI Tools to Enhance Social Media Strategy and Consumer Engagement
Manufacturing
How Salesforce Uses Process Street to Standardize and Automate Global Client Onboarding
Technology & SaaS
How CLA Streamlined Processing of 15,000 Monthly Invoices Using AI Automation
Manufacturing
How TTMS Uses AI-Powered E-Learning to Accelerate Helpdesk Training and Onboarding
Technology & SaaS
How SEB Wealth Management Uses Google Cloud AI to Enhance Client Interactions and Efficiency
Finance & Banking

🤖 Chat with AI

Type...