Seventy vehicles, entered in under a minute
How an AI powered data extraction and OCR workflow removed the back office data entry burden for an insurance brokerage, running entirely on the broker's own servers.
98%
less processing time
<60s
per fleet policy
0%
validated error rate
10+
classes of insurance
The problem: data entry is the silent killer of broker productivity
For insurance brokers, every new policy arrives as paper. As portfolios grow across Motor, Marine, Medical and Engineering lines, the volume of policy schedules, tax invoices and credit notes creates an administrative burden that scales faster than the revenue behind it. Skilled staff spend their days retyping numbers that already exist in a PDF.
We deployed a comprehensive AI automation engine built for the Bahraini financial sector. Unlike generic OCR tools, it understands the specific document formats used by the region's leading insurers, including GIG, Liva, BNI, Orient and BKIC, and it processes every file inside the client's own secure local infrastructure.
One automated pipeline covering ten or more classes of insurance, with 98% time savings and complete data sovereignty.
Compliance and security: client data never leaves the building
Brokers are regulated entities. Sending client information into an opaque public cloud is not an option, so the solution is built on a privacy first architecture: the AI runs on a server inside the broker's own office.
| Feature | Standard cloud software | This deployment |
|---|---|---|
| Deployment | Shared public cloud | Local in house server |
| Data residency | Data stored abroad | Data never leaves your premises |
| Data retention | Cache and logs retained by vendor | Zero retention, stateless AI |
| Integration | API only | Direct SQL Server integration |
Audit ready. Every transaction is fully traceable through internal SQL logs.
CBB aligned. The local first deployment model sits comfortably within strict financial data protection standards.
Capabilities: trained on the whole insurance spectrum, not just motor
The system classifies each incoming document automatically, then applies the extraction logic that class of business actually requires.
Motor and fleet
Comprehensive, Third Party, Trade Plate.
Specialty: Automated extraction of fleet lists of 100 vehicles and more, deduplicating chassis and VIN numbers and validating usage types.
Marine and logistics
Cargo (specific and open cover), Hull, Goods in Transit.
Specialty: Extracting vessel names, voyage details and complex sum insured valuations.
Property and engineering
Fire and Perils, All Risks, Machinery Breakdown, Contractor's Plant.
Specialty: Identifying location of risk and handling building sums separately from contents.
Liability and general accident
Professional Indemnity, Public Liability, Workmen's Compensation, Fidelity Guarantee.
Specialty: Extracting retroactive dates and specific limit of liability clauses.
Medical and life
Medical (family and group), Life.
Specialty: Handling member lists and census data.
Intelligent reconciliation: the system understands the transaction, not just the text
Multi document analysis
Policy, tax invoice and credit note are read together as one transaction rather than three separate files.
Financial logic
The premium is cross referenced against the commission so the figures balance mathematically before anything reaches your ERP.
Vendor agnostic
Pre trained on formats from the major regional insurers, absorbing differences in layout, logos and terminology without reconfiguration.
ROI benchmark: the fleet renewal test
To put a number on the gain, we benchmarked the system against manual entry for a complex motor fleet renewal: a scanned PDF from a leading insurer, a policy header plus a schedule of 70 vehicles, with policy details, financials (premium, commission and VAT) and the full vehicle list of make, model, plate, chassis and year all landing in SQL.
| Metric | Manual process | AI automation | Impact |
|---|---|---|---|
| Processing time | 45 to 60 minutes | Under 60 seconds | 98% faster |
| Error rate | 3% to 5% (fatigue) | 0% (validated) | Clean data |
| Cost per policy | ~BD 3.000 staff time | Under BD 0.010 | 99% saving |
| Staff focus | Data entry | Review and approval | High value work |
Fleet policies show the most dramatic time saving, but the same efficiency scales across thousands of single policies in medical, travel and general accident.
What comes next: a platform, not a one off tool
Automated extraction and SQL injection. Documents arrive, are classified, read, reconciled and written straight into the broker's database, ready for review.
Conversational AI over your policy data. Staff will be able to ask questions of the portfolio in plain English, using the vector search technology already built into the current deployment. Example: “Show me all Engineering policies expiring in March with a sum insured over BD 50,000.”
Outcome: from a process heavy operation to a data driven one
Automating the grunt work of data entry across every policy class lowers operating cost, removes a real compliance exposure, and gives the team back the hours it was spending on keyboards. What is left is the work that actually grows a brokerage: advising and serving clients.
Reclaim up to 98% of the time spent on document processing
Learn how the workflow runs on your own schedules and invoices, and discover what a tailored in-house deployment could look like for your firm.
Performance note: all time saving, cost and return on investment figures are estimates based on pilot results and historical data, shown to illustrate the potential value of the solution. Actual savings depend on your volume of business, current operating costs and local infrastructure. Company names are referenced only to describe document formats the system has been trained to read.