Insurance Industry

Input Management & Mailroom Automation in the Insurance Industry

Automatically process daily incoming mail — across all channels, with a high straight-through processing rate and seamless scanning center integration.

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Challenge

Why insurers hit their limits with input management

Manual sorting, heterogeneous document types, and missing system integration with scanning centers slow down mail processing.

Manual Sorting and Classification

Around 150 different document types must be manually identified, assigned, and forwarded to the correct department every day.

High Processing Times and Media Breaks

Physical mail, emails, and portal uploads run through separate channels. Each channel requires its own workflows, massively increasing processing time.

Low Straight-Through Processing Rate

Only about 30% of incoming documents are processed automatically. The rest requires manual intervention — despite external scanning service providers.

Solution

AI-powered mailroom platform by Dokumentas

Incoming mail is automatically separated, classified, extracted, and routed to the responsible applications — across all channels and end-to-end.

Automatic Document Separation and Classification

AI recognizes and separates multi-page mailings automatically, assigning them to one of approximately 150 document types.

Extraction and Master Data Enrichment

Relevant data points are extracted and automatically enriched with contract and customer master data.

Automatic Dossier Creation

Documents are automatically assigned to the correct insurance dossier — for seamless record-keeping without manual effort.

Routing to Business Applications

Classified and enriched documents are automatically forwarded to the responsible systems and teams.

Results

Measurable results in the insurance industry

Typical results after deploying mailroom automation at an insurance company.

~80%

Straight-Through Processing

-60%

Processing Time

~2 FTE

Direct Savings

FAQ

Frequently Asked Questions

Answers about mailroom automation in the insurance industry.

The platform classifies over 150 different document types — from claim reports and medical certificates to policy changes, invoices, and correspondence. New types can be added on an ongoing basis.

Dokumentas integrates seamlessly into existing scanning center workflows. Scanned documents are directly taken over, classified, and further processed — without switching service providers or interrupting ongoing operations.

All relevant channels: physical mail (via scanning center), email with attachments, portal uploads, and fax. The AI processes all channels uniformly — with identical classification and data extraction.

In phase 1, the most common document types are automated — typically within a few weeks. The straight-through processing rate increases with growing data volume and continuous learning from corrections.

Extracted data points such as contract number, claim number, or customer number are automatically matched with master data. The document is assigned to the appropriate dossier and filed in the business application — without manual intervention.

Ready?

Automate input management in insurance.

We will show you using your real incoming mail how Dokumentas automates your mailroom processes — no obligation and in just a few minutes.

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