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

By: GoBeyond Team
July 27, 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
Docugami AI
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 RingCentral Accelerated Talent Search and Improved DEI Outcomes with Findem AI
Technology & SaaS
How Alibaba Increased Sales and Streamlined Content Creation with AIRec and NLP
Retail & E-commerce
How Perform[cb] Improved Lead Quality and Conversion Rates with an AI Chatbot Built on Amazon Bedrock
Technology & SaaS
How Exadel Developed a GenAI Solution to Automate Data Conversion and Categorization for a Consulting Firm
Technology & SaaS
How a Large Financial Institution Accelerated Data Retrieval and Decision-Making with Zappr.AI
Finance & Banking
How charity: water Uses AI to Predict Donor Lapse and Optimize Water Project Targeting
Nonprofit & NGO

🤖 Chat with AI

Type...