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Forticer
Enterprise Operations

Internal AI document intelligence & workflow agents

Insurance operations60,000 documents / month4 systems of record

The problem

Sixty thousand documents a month, claims, endorsements, broker correspondence, were keyed by hand into four systems of record. Fourteen-day backlogs were normal; quality audits caught errors weeks after they had propagated downstream. Headcount could not scale with intake, and the best analysts spent their days retyping PDFs.

What shipped

  • LLM extraction pipeline with confidence-gated outputs
  • Workflow agents filing into all four systems of record
  • Exception review console for the cases that need a human
  • Continuous evaluation against human corrections

Problem-to-production blueprint

1DiagnosisDocument taxonomy and exception analysis, which 20% of document types caused 80% of rework.
2Architecture & PoCConfidence-gated extraction proven on 10,000 historical documents against known-good values.
3Production engineeringFiling agents with per-system rollback, exception console, and full processing audit log.
4StewardshipHuman corrections feed continuous evals; scope expanded to two more document classes per quarter.

Outcomes

4 hrsProcessing, was 14 days
78%Straight-through, from 12%
1,200Analyst hrs/mo reclaimed
Back-office throughput

Document intelligence that clears the backlog, not adds to it.

Confidence-gated extraction, agents filing into your systems of record, humans on the exceptions.

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