beyond-ocr-casestudy

Healthcare Case Study

Patient Insurance Validation Automation

  • Challenge

    Manual insurance form validation and eligibility checks involving handwritten/typed forms, repeated IVR interactions with insurers, and manual transcription leading to high turnaround time and error-prone processes.

  • Solution

    Multi-agent orchestration with OCR form processing, automated IVR interactions, speech-to-text transcription, and intelligent coverage analysis.

Agent Orchestration Results

  • 15-20 days reduced to minutes for end-to-end automation
  • Form to coverage report completely automated
  • IVR integration with speech-to-text processing
  • Ready for hospital/insurance systems integration
End-to-end automation from form to coverage report. Easily reusable for similar use cases in healthcare.

Insurance Case Study

Certificate of Insurance (COI) Email Automation

  • Challenge

    Manual review of COI email requests and attachments causing repetitive data entry across decentralized subaccounts, delays due to missing/inconsistent inputs, and difficulty in tracking audit compliance.

  • Solution

    Multi-inbox monitoring via IMAP, intelligent OCR parsing, smart field mapping, NowCerts CRM integration, and automated COI generation with SMTP delivery.

Agent Orchestration Results

  • 60 seconds from request to COI issuance
  • Scalable to 100s of subaccounts with consistent performance
  • Increased accuracy with reduced human intervention
  • Full visibility & compliance-ready audit trails
Complete automation of COI processing with enterprise-scale reliability and compliance.
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