By Implementing Foundation AI, Branch Insurance Reduced Mail Processing Time By More Than 10x
While Reducing Errors and Freeing Staff to Focus on Higher Value Work
In 2021 Branch Insurance selected Snapsheet Claims software to deliver a modern claims experience to its rapidly-growing community. While this upgrade greatly increased claims handling efficiency, Branch’s manual process for entering, categorizing, and routing physical mail and emailed attachments to the right claim and adjuster remained a bottleneck. Branch chose Snapsheet’s partner, Foundation AI, and implemented the FAI Platform to revolutionize its mail and email document intake. The results for Branch have been incredible - read on to find out more.
Prior to Foundation AI, incoming mail was received by a third-party and scanned into an email-style mailbox for Branch staff to download. A team of 4 to 5 people would manually download each document, scour it for information to search Snapsheet for the correct claim and exposure, determine the proper document management tag, and then assign a task for the claims adjuster in Snapsheet. The work was tedious, mistakes were common, staff would regularly forget to assign tasks to adjusters, and Branch was usually 2 to 4 days behind in getting incoming documents into Snapsheet and routed to a claims adjuster.
Foundation AI acts as a bridge between email boxes and scanners on one end, and Snapsheet on the other. Branch chose to use FAI’s end to end offering where physical mail is received offsite, opened, and scanned directly into the FAI Platform.
FAI then uses its proprietary AI models to match each document to the right claim and exposure. The FAI Platform instantly classifies incoming documents like attorney correspondence, estimates, invoices, medical bills, policy documents, litigation documents, and settlement demands and applies the appropriate Snapsheet document tag automatically. Based on the claim and Snapsheet Tag, FAI instantly tasks the responsible adjuster or supervisor. FAI can even trigger alerts and escalations for urgent and time-sensitive documents, and integrates seamlessly with Snapsheet’s automations for streamlined claims processing.
For Branch, approximately 80% of documents are processed straight through with no human involvement – for the remaining 20%, a Branch team member checks the AI’s work in the Foundation AI user interface, and then the documents process straight into Snapsheet. Because the AI continues to learn with each document it processes, speed and efficiency will only improve from there.
Manually processing 10 pieces of mail took over 11 minutes.
With FAI, the same documents were processed in under a minute, representing greater than 10x increase in efficiency.
By integrating Foundation AI with Snapsheet, Branch has transformed its document intake process. Not only is it now 10x more efficient, enabling one person to complete a job that could not previously be completed by 5, but it is also much less error prone since all of the alerts and workflows are now automatic.
The FAI Platform will continue to learn and improve with each document it processes, and with Foundation AI’s partnership with Snapsheet, the two companies are committed to driving innovation and continuing to bring value to their customers.
Charlie Wendland,
Head of Claims
Caitlin Washburn,
Sr. Product Manager
AI automatically speeds document indexing 5x
Your staff validates low confidence extractions ensuring high accuracy and continuous improvement
Easily integrates with your existing hardware and core systems
Foundation AI is ISO 27001 and SOC 2 Type 2 certified and HIPAA compliant
