Back office ops · Production

Feathery reduces P&C broker quote comparison from 6 hours to 20 minutes with AI document extraction

The problem

A Top 10 P&C broker's account team spent 6 hours per client manually extracting coverage details from lengthy carrier documents and populating Excel templates, totaling nearly 28,800 hours annually and leaving clients waiting days for responses.

Workflow diagram · grounded in source
1
AMS and CRM integration
integration
“Feathery integrates seamlessly with AMS platforms like Applied Epic & AMS36 & CRMs like Salesforce, pre-filling client information and pulling expiring policies directly from any system”
2
Quote PDF upload
trigger
“Simply select the lines of business (e.g., GL, Property) and upload new quotes by dragging and dropping PDFs”
3
AI carrier document extraction
ai_action
“Feathery's AI reads unstructured documents from any carrier—regardless of format—to extract essential data points like coverage details and schedules”
4
Automated comparative analysis
ai_action
“Feathery conducts calculations to identify coverage gaps, premium variances, and more”
5
Branded report generation and sync
output
“Feathery then generates a branded Excel comparative sheet that is automatically synced back to Applied Epic (Feathery can also generate PDF & Word docs)”
6
Client coverage walkthrough
output
“the service team can quickly walk clients through their coverage options, cutting response times from days to mere hours”
Reported outcome

Feathery reduced per-client process time from 6 hours to 20 minutes and cut annual service hours from 28,800 to 1,200, saving over $1.6M in time-related costs and cutting client response times from days to hours.

Reported metrics
Process time per client6 hours to just 20 minutes
Annual service hours28,800 hours to 1,200 hours
Time-related cost savingsOver $1.6M
Client response timefrom days to mere hours
Show all 6 reported metrics
process time per client6 hours to just 20 minutes
annual service hours28,800 hours to 1,200 hours
time-related cost savingsOver $1.6M
client response timefrom days to mere hours
baseline annual hours (before)nearly 28,800 hours annually
baseline time cost lost (before)in excess of $1.6M
Reported stack
FeatheryApplied EpicAMS36SalesforceVertaforeExcel
Source
https://www.feathery.io/customers/transforming-quote-policy-comparisons-for-a-top-p-c-broker
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Feathery reduced per-client process time from 6 hours to 20 minutes and cut annual service hours from 28,800 to 1,200, saving over $1.6M in time-related costs and cutting client response times from days to hours.

What tools did this team use?

Feathery, Applied Epic, AMS36, Salesforce, Vertafore, Excel.

What results were reported?

Process time per client: 6 hours to just 20 minutes; Annual service hours: 28,800 hours to 1,200 hours; Time-related cost savings: Over $1.6M; Client response time: from days to mere hours (source-reported, not independently verified).

How is this back office ops AI workflow structured?

AMS and CRM integration → Quote PDF upload → AI carrier document extraction → Automated comparative analysis → Branded report generation and sync → Client coverage walkthrough.

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