From Minutes to Seconds: Data Entry in Insurance

This insurtech company was trapped in a data entry nightmare. Every day, their team of 15-80 employees received insurance-specific documents in dozens of formats — PDFs, scanned images, spreadsheets, emails, and handwritten forms. Each document required manual extraction and entry into multiple systems, with the average record taking 8-12 minutes to process completely.

The cost was staggering. Between direct labor ($85K+ annually in data entry staffing), error correction costs, and the opportunity cost of delayed data availability, the organization estimated they were spending over $150K per year on what was essentially a solved problem. Worse, the manual process created a 48-hour lag between document receipt and data availability, meaning their insurance team was always working with outdated information. Critical decisions were being made based on data that was days old.

DeskFerry gave this insurance team the data entry automation they needed. The implementation connected their existing tools — Applied Epic, Gmail, and Zapier — and deployed AI agents that could understand, extract, and validate data from any insurance document type they received.

The key innovation was the validation layer. Rather than just extracting data and hoping for the best, the AI agents cross-reference every extracted field against insurance-specific business rules, historical patterns, and related records in the system. Duplicate detection catches records that already exist, format validation ensures data consistency, and anomaly detection flags values that fall outside expected insurance ranges. The result is data that enters their systems clean, accurate, and ready for use — without any human touching a keyboard.

Tools Connected

AApplied EpicSalesforceDocuSignGmailGGoogle Sheets