How SortSpoke Helped SCM Automate Insurance Claims Processing
By SortSpoke
“SortSpoke learned our needs and provided high-quality data from difficult documents that no other tool could. It was powerful and easy to use.”
Beata Rogala, COO, Centro Benefits Research
TL:DR
Faster Turnarounds & Increased Business Wins
Manual document processing has always been a major headache in group benefits insurance, until now.
- ✅ Problem: Manual data entry slowed down Centro's review cycles, impacting underwriting decisions.
- ✅ Solution: SortSpoke’s Intelligent Document Processing (IDP) automated data extraction and analysis.
- ✅ Impact: Review time reduced from 1 hour to 8 minutes, improving efficiency and increasing deal closures.
- ✅ Future Vision: SortSpoke is now a key part of Centro’s broader automation strategy.
SortSpoke didn’t just speed up document reviews—it transformed how Centro operates. By eliminating manual bottlenecks, Centro now works faster, smarter, and more efficiently, improving both quoting speed and overall business performance. 🚀
OneDigital's Challenges
Slow Review Cycles Due to Unstructured Data
For OneDigital Health and Benefits and its subsidiary, Centro Benefits Research, speed is everything. Acting as a “broker for brokers,” Centro helps insurance carriers, and brokers compare coverage options and analyze new business opportunities.
However, the sheer complexity of insurance submissions slowed them down. With every carrier using a different format, plan summaries were hard to compare, requiring tedious, manual data entry.
OneDigital’s key challenges included:
- High variability in insurance plans – No standardized data format, making automation difficult.
- Manual processes led to delays – Skilled professionals spent hours entering data into spreadsheets.
- Slow response times = lost deals – Brokers place business with the fastest responders, and Centro was falling behind.
"We couldn’t get the documents summarized fast enough to get quotes delivered."
— Beata Rogala, COO, Centro Benefits Research
The Solution
AI-Powered Document Processing with SortSpoke
Centro recognized that intelligent document processing (IDP) could be the answer, but they needed a solution flexible enough to handle their highly unstructured documents. SortSpoke proved to be the perfect fit.
How SortSpoke helped:
✅ Automated Data Extraction & Validation – SortSpoke’s AI-driven capabilities automatically captured and validated key information from unstructured documents, significantly reducing errors while keeping underwriters in the loop for final review.
✅ Higher accuracy in underwriting – Data quality improved, reducing human errors in plan reviews.
✅ Faster processing = More wins – Centro could now respond to brokers quicker, securing more deals.
“SortSpoke learned our needs and provided high-quality data from difficult documents that no other tool could. It was powerful and easy to use.”
— Beata Rogala, COO, Centro Benefits Research
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The Impact
Faster Turnarounds & Increased Business Wins
By implementing SortSpoke’s intelligent document processing (IDP), Centro eliminated the bottlenecks caused by unstructured data, accelerating review cycles and improving accuracy.
The flexibility of SortSpoke’s AI-powered solution allowed Centro to process complex documents effortlessly, transforming how they handle underwriting submissions and secure new business faster.
📉 Review time reduced from 1 hour to 8 minutes – a 6x improvement in processing speed.
📈 Faster responses = More closed deals – Centro now outpaces competitors in the race for new business.
⏳ Hundreds of hours saved – Skilled professionals can focus on higher-value work instead of manual data entry.
🔮 Future Vision: Centro sees SortSpoke as a core component of its automation strategy, with plans to integrate it into full-scale process automation.
“Looking ahead, our goal for SortSpoke is to make it a building block for total process automation.”
— Beata Rogala, COO, Centro Benefits Research
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