The Commercial Insurance Broker that saved 85% of time reviewing policies with Agentic AI

The Challenge 

A leading U.S.-based commercial insurance brokerage found itself saddled with a cumbersome, time-consuming manual process for reviewing complex policy documents. Each policy took up to 3 hours to analyze and their team was struggling with: 

• Slow sales cycles 

• High operational costs 

• Limited capacity to scale 
• Increased error rates
   

The Solution 

Clarion stepped in with its Clarion’s Agentic AI— a bespoke AI solution comprising an Intelligent Ingestion Agent (IIA) and a Cognitive Evaluation Agent (CEA). Combining these powers led to the automation of the extraction, comparison, and summary of insurance policy data across multiple carriers—reducing review time dramatically and enhancing accuracy. 

The Impact 

• 85% Reduction in Policy Review Time — from 3 hours to under 30 minutes 

• Quotations that are faster and more accurate, leading to better customer trust and higher conversions 

• Zero Downtime Implementation in under 5 weeks 

• Better Compliance & Data Accuracy with a Lean Team 

Want to improve efficiency in your insurance workflows? Discover how AI automation can reshape how your team reviews, compares, and delivers quotes—faster and smarter.