Customer Use Cases
Procurement Teams
The Problem
Procurement teams manage complex RFP processes to source the best products and services. However, reviewing vendor responses, comparing pricing and features, and ensuring compliance require significant effort, often leading to delays and inefficiencies.
The Solution
simplifies
procurement by automatically extracting and structuring vendor responses into a standardized
comparison grid. AI-driven analysis helps procurement teams evaluate vendors faster, ensuring
better decision-making while reducing time spent on manual data review.
Benefits Brokers, Agents, and Consultants
The Problem
Brokers and consultants spend weeks defining client needs, drafting RFPs, and evaluating vendor proposals. Manual, repetitive tasks slow down the process, reducing efficiency and taking time away from strategic client engagements.
The Solution
automates RFP
creation and proposal evaluations, enabling brokers to generate RFPs on behalf of employer
clients and efficiently analyze vendor responses. By eliminating time-consuming manual
processes, brokers can focus on providing high-value advisory services and securing better
outcomes for their clients.
Insurance Carriers
The Problem
Carriers receive high volumes of RFPs in multiple formats, requiring teams to manually parse data and tailor responses to meet varying requirements. This inefficiency leads to longer turnaround times and missed business opportunities.
The Solution
automates the
extraction of RFP data and requirements, formats the data, and pushes it seamlessly to the
underwriting system for pricing. Carriers can also generate automated responses to questions,
based on material in their content library. By reducing manual effort and improving accuracy,
carriers can respond to more RFPs faster and with greater consistency.
Business Software and Services Vendors
The Problem
Vendors responding to RFPs often struggle with repetitive, manual work, leading to inconsistencies and slow response times. This affects competitiveness and reduces win rates in highly contested markets.
The Solution
enables
vendors to generate high-quality proposals quickly by leveraging AI to draft responses based on
previous proposals and reference libraries. With automated content generation and strategic
insights, vendors can improve response quality, reduce effort, and increase their chances of
winning more business.
Healthcare Organizations
The Problem
Healthcare organizations need to summarize and process volumes of patient data spanning multiple encounters to aid in healthcare data processing. Dozens of key medical topics must be included in the summary, yet the source documents can be arbitrarily long, typically spanning hundreds of pages.
The Solution
streamlines
the process of summarizing patient data while ensuring all required topics are covered. With
intelligent automation and human-in-the-loop support, it enables fast, accurate, and compliant
medical data handling at scale.
Financial Institutions
The Problem
Financial institutions must extract relevant information from bank statements that list transactions and summaries on multiple institutional investment accounts. There is significant variability in these statements as they originate from multiple sources, contain diverse sets of transactions and may consist of hundreds of pages. Statement processing is subject to strict SLAs for accuracy, turnaround time (TAT), and ability to handle peak volumes.
The Solution
provides fast
processing with high accuracy while scaling to accommodate peak volumes. By automating data
extraction and routing using RPA and APIs, financial teams can reduce manual work and meet SLA
demands with confidence.