A CASE STUDY
LOSS RUN AUTOMATION USING DOCUMENT INTELLIGENCE FOR US-BASED UNDERWRITING FIRM
Executive Summary
A U.S.–based underwriting services provider for Workers’ Compensation, engaged Trellissoft to
address inefficiencies in loss run report handling.
Trellissoft implemented a Document Intelligence solution — powered by DocuVera360
capabilities — to automate extraction, normalization, and query-based retrieval of loss run data.
The solution enabled faster, more accurate underwriting decisions while significantly reducing
manual effort and operational cost.
Client Overview
The client is a U.S.–focused underwriting services provider specializing in Workers’
Compensation for the SMB segment. The company supports insurance carriers, brokerages,
MGAs, PEOs and other intermediaries across the United States.
Business Challenges
The client’s underwriting workflows were constrained by the manual nature and complexity of
loss run report analysis
No standard format across carriers — large variability in tables, terms, symbols, and structure
High processing time and human dependency for reading, interpreting, and transcribing loss data
Slow underwriting turnaround and delayed pricing decisions due to data unavailability
Inconsistent interpretation of key loss metrics across underwriters
High operational cost and compliance exposure from manual handling
Why Trellissoft?
The client selected Trellissoft for our proven expertise in AI-powered Document Intelligence solutions for regulated industries and its ability to deliver secure, production-grade automation with integration to downstream underwriting systems.
Solutions
Trellissoft’s Document Intelligence Platform (Powered by Docuvera360 Capabilities)
01. INTELLIGENT LOSS RUN DATA EXTRACTION
- Auto-detects variations in layout and template
- Extracts claims, dates, amounts, reserves, narrative text
- Normalizes output into a structured repository
- Generates Excel outputs and API-returned results
01. INTELLIGENT LOSS RUN DATA EXTRACTION
- Auto-detects variations in layout and template
- Extracts claims, dates, amounts, reserves, narrative text
- Normalizes output into a structured repository
- Generates Excel outputs and API-returned results
Solutions
Trellissoft’s Document Intelligence Platform (Powered by Docuvera360 Capabilities)
01. INTELLIGENT LOSS RUN DATA EXTRACTION
- Auto-detects variations in layout and template
- Extracts claims, dates, amounts, reserves, narrative text
- Normalizes output into a structured repository
- Generates Excel outputs and API-returned results
02. QUESTION ANSWERING LAYER FOR UNDERWRITING
- Accepts underwriting questions (e.g., Total incurred by year?”)
- Returns precise structured answers in real time
- Reduces dependency on manual reading and interpretation
03. SECURE INTEGRATION AND DEPLOYMENT
- API-based upload and query endpoints
- Encryption, RBAC, audit logging and controls for compliance
Results and Measured Impact
01
PROCESSING EFFICIENCY
- Up to 70% faster loss run processing turnaround
- 50–60% reduction in manual effort and review cycles
- 30–40% drop in rework due to standardized outputs
02
UNDERWRITING DECISION IMPROVEMENT
- 40–50% faster underwriting decision cycles
- Higher pricing confidence via normalized, comparable loss data
- Reduced subjective interpretation and analyst variance
03
OPERATIONAL & COMPLIANCE OUTCOMES
- Centralized, auditable loss run repository
- Lower operational risk and compliance exposure
- Scalable without linear staffing increase
Conclusion
By implementing Trellissoft’s Document Intelligence platform (powered by DocuVera360 capabilities), the client was able to transform a highfriction bottleneck into a fast, accurate, and scalable workflow. The solution accelerated underwriting, enhanced pricing confidence, reduced cost of operations, and created a reusable intelligent data layer over unstructured loss runs — establishing a foundation for broader automation across the underwriting lifecycle.
Why Trellissoft?
Trellissoft’s architects and
designers excel at creating
innovative and scalable data
solutions. Their expertise ensures
the development of reliable,
efficient, and future ready business
processes that customers can
trust, enabling seamless operations
and supporting long term growth.
