Insurance Industry
Reimagine Work with Intelligent Automation

In Insurance, customer satisfaction is paramount. It drives everything you do and helps you outpace the competition. Get it right the first time with intelligent automation solutions that modernize your business, accelerate decision-making, and put your customer first.

Customers That Trust Us

Rethink Your Everyday

Insurance automation is transforming the way the industry works by streamlining processes and slashing manual workloads. By implementing advanced automation technologies, you can significantly boost your efficiency and productivity, not only saving your valuable time but freeing your team to focus on more strategic work.

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Reduction in manual workload

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Modernize & Digitally Transform Your Operations

Insurance companies process millions of claims, policies, and risk assessments daily, each packed with critical customer data that demands careful handling. Intelligent automation transforms how you handle claims, underwriting, appeals and grievances, and risk evaluations by automatically capturing and routing information to the right teams.

Our process automation solutions built for the insurance industry use AI to extract key data, cutting processing time from weeks to days. This way, your claims processors and underwriters get instant access to the information they need while your customers enjoy real-time claim status updates and rapid policy approvals.

Naviant is strong in the insurance sector.

“Naviant is strong in the insurance sector, especially around health insurance, as they know ins and outs of the workflow involved, such as digitizing and managing claims data.”

Director

Insurance Customer

Key Automation Benefits for Insurance

Transform Your Insurance Workflow

Process claims, assess risks, and approve policies with speed and precision. Meet regulatory demands with confidence and ease. AI-powered automation handles the document work while your teams focus on what matters most – serving customers and managing complex cases.

Improve Customer Experience

Enhance customer service with faster response times and personalized service, increasing satisfaction and loyalty through efficient onboarding, policy and claims management, and superior support.

Accelerate Claims Processing

Case management provides 360-degree visibility into a claim. From first notice of loss through investigation and close, you’ll have all the information you need in one place to make better faster decisions.

Streamline Your New Business Process & Renewals

Speed up the quoting process by automating your data collection and risk assessment. This way, you can ensure faster, more accurate insurance quotes while improving conversion rates. Automate the renewal process and let your customers enjoy how easy you are to work with.

Save Time by Automating Manual Tasks

Use automation to boost the efficiency of your time-consuming administrative tasks, like data entry, approvals, manual paperwork, and customer communications. Integrate our solutions with your core systems like Guidewire and Duck Creek to harness intelligence.

Customer Story

Reimagining Efficiency with Smarter Processes

By finding innovative uses for workflows, API integrations, and OCR technology, Utica National Insurance Group streamlined its processes, reduced reliance on paper, and enhanced collaboration across departments. This digital transformation has not only helped them maintain a competitive edge but also enabled them to grow and thrive in a challenging industry landscape.

Discover the Impact

How to Use It

Apply Our Solutions Across Your Entire Operation

Automate your way to better insurance operations. Our intelligent automation solutions eliminate manual paperwork, speed up approvals, and reduce human error. Start with one key process and watch efficiency spread throughout your entire business. Your team sets the pace as automation transforms the way you work.

Areas to Automate

New Business Processing
Underwriting
Customer Onboarding & Member Enrollment
Claims Management Processing
Claims Settlement & Adjudication
Health Insurance Claims (EDI 837/835)
Intelligent Document Processing (IDP)
Intelligent Mailroom Service
Reconsiderations (Appeals & Grievances)
Integration to Core Systems
Policy Management
Medical Professional Liability (MPL)
Medical Record Summarization
Prior Authorization Processing
Customer Communication Management
Robotic Process Automation (RPA)

New Business Processing

Competition for new business is fierce. Deliver exceptional customer service early with streamlined workflows and centralized information to speed up approvals and improve communication.

Meet compliance rules by automating validation of required fields
Automatically route application and information for faster approvals
Natively process ACORD 112 & 506 messages
Automate Member Enrollment for better customer satisfaction

Underwriting

Enjoy significant improvements in customer satisfaction ratings with streamlined workflows, centralized information, and enhanced access to documents and data.

Speed up underwriting with secure electronic routing and approval
Enhanced decision making with 360-degree view of all information related to the “case”
Support compliance and risk management with detailed audit trails in a secure environment
Integrate case management with your core platforms like Guidewire and Duck Creek

Customer Onboarding & Member Enrollment

Intelligent automation lets you improve customer satisfaction, lower your costs, and ensure a smooth transition for your new customers.

Automate Member Enrollment for better customer satisfaction
Collect customer information, verify identity, and perform background checks electronically.
Create customer profiles and accounts in the CRM system.
Send welcome emails and onboarding materials to new customers.

Claims Management Processing

Case management provides 360-degree360 degree visibility into a claim. From first notice of loss through investigation and close, you’ll have all the information you need in one place to make better faster decisions.

Brings disparate data into one system to provide a 360-degree view of the “case”
Quickly redistribute work by authority level, skills, claim type, or other business rules
Visibility into the process allows managers to prioritize the most important work first
Automatic notices for missing information keeps the process moving

Claims Settlement & Adjudication

Streamline claims processing by automating key adjudication and settlement tasks, reducing errors and ensuring compliance:

Automate the verification of policy details, coverage limits, and claim information
Implement predefined criteria to automatically flag claims that require further review
Determine settlement amounts, then issue payment instructions
Generate adjudication reports and settlement statements
Track and update claim status in the system

Health Claims
(EDI 837/835)

Automate claims extraction CMS-1500, UB-04, and Dental Claim (ADA) with intelligent document processing. End-to-end automation speeds up the process and eliminates the risk of human error.

Classify, extract and export health claims data into EDI 837 with customizable rules and formats
Accurately extract complex data with intelligent document processing (IDP)
Upload claim, extract and validate data, and export in EDI 837 or directly integrate
Securely extract data and say goodbye to time-consuming manual data entry

Intelligent Document Processing (IDP)

Automate the classification, extraction, validation, and archiving of data from various document types using intelligent document processing (IDP).

Digitize paper documents and store in a searchable database
Automatically categorize and tag documents based on content
Route documents to appropriate departments or individuals for approvals
Generate summaries and extract key information for easy review

Intelligent Mailroom Service

You deserve service that exceeds standards and works at the speed of business. Through our strategic partnership with WPS Data Logistics, we’ve got you covered with a reliable scalable 24/7 team.

Lower your operating expenses and accelerate processing
Revolutionize the way you manage data and documents
AI-based capture that converts data to your preferred format
Secure transfer of mail and files to ensure compliance

Reconsiderations (Appeals & Grievances)

With documents coming from all sources –portals, emails, faxes, and mail – managing the A&G process is no small task. Our solutions provide end-to-end automation for this complex compliance challenge.

Manage deadlines, expedite urgent appeals, and provide real-time reporting
Track all documentation, regardless of source, according to CMS rules
Provide real-time process insights so you can make better faster decisions
Support compliance with detailed audit trail

Integration to Core Systems

Unlock the power of integration with your core systems to speed up processes and keep workers in the systems they love. We are experts, let us show you how.

Industry-specific (Guidewire, Duck Creek, LifePro, etc.)
Allow users to stay in your core systems like Workday, SAP, Oracle, JD Edwards, Microsoft, etc.
Surface critical content in real-time to increase customer satisfaction
Enable seamless access to critical documents and data in Salesforce

Policy Management

Improve customer experience and operational efficiency with intelligent automation. Lower your risk, reduce friction with the customer, and accelerate the process.

Issuance | Manage data, underwriting and document generation tasks with IDP
Endorsement Requests | Reduce customer friction on policy changes with automation technology
Renewal | Improve retention, enhance efficiency, and simplify customer experience
Cancellation | Speed up process and document distribution to Insured, Brokers and Mortgagees

Medical Professional Liability (MPL)

Expedite renewal and claims processing for your physician’s insurance needs. Ensure smooth renewal processing to maintain strong relationships with your physicians and policy holders. Streamline the capture of initial incident reports and integrate with systems such as Oasis to manage the claim to resolution.

Online Policy Renewal Workflows
Claim Incident Reporting Capture
Claim assignment and diary assignment
Self-service portals thru COI generation, policy updates, payment processing and risk management information.

Medical Record Summarization

Speed up operations, enhance accuracy, adhere to regulatory compliance, and improve patient outcomes with the power of AI-driven solutions. Integrate directly with your EHR/EMR/Claims platforms.

Automate medical reviews and claims adjudication, and accelerate pre-authorization
Save money with lower operational costs and minimized losses from fraud, waste and abuse
Ensure adherence to healthcare regulations, including HIPAA & CMS
Improve patient outcomes with higher accuracy in medical reviews and decision-making

Prior Authorization Processing

Optimize the tedious prior authorization process with AI-driven technology that speeds up the audit process, increases accuracy, and ultimately impacts making a better decision.

Improve decision-making with more accuracy
Accelerate audit process to make better faster decision
Save money by optimizing a tedious, error-prone process and stop overpayments
Reduce time spent on reconsiderations (appeals and grievances) due to errors

Customer Communication Management

Effortlessly assemble content to create personalized customer communication with integrated intelligent automation technology.

Improve customer satisfaction while lowering cost of assembly
Increases consistency and accuracy of communication
Support compliance for corporate or regulatory standards
Repurpose your team’s time to focus on high-value tasks

Robotic Process Automation (RPA)

Speed up document processing and compliance monitoring with RPA. This intelligent automation technology automates repetitive rule-based tasks, improves efficiency, and reduces errors.

Process Automation | Bots complete repetitive tasks at rapid speed with capabilities like cross-check, auto-alerts, site logins, etc.
Finance | Review invoices, POs, and bills and perform ERP/CRM lookups
HR & Purchasing | Confirm form completion and validate backgrounds
IT Help Desk Automation | Reset passwords, answer questions, onboarding tasks, etc.

Ready for Less Repetitive Work?

Let our experts guide you toward the right solution to improve your processes and unleash innovation.

Reach Out to Our Team

Customer Stories

Every Success Story Starts With a Vision

Our customers inspire us every day. It’s our privilege to help them achieve their goals and reimagine what’s possible.

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Technologies

Building The Bridge Between Now & Next

Our deep consulting and technical expertise helps us build solutions that automate your most time-consuming work. We combine Intelligent Automation tools in unique ways to help you reimagine work to solve your most complex problems and deliver exceptional outcomes.

Learn More About Our Technologies

Why Choose Naviant?

Your vision is our priority. We start by understanding your goals and discovering the right path forward together with a process-first approach. This collaborative approach helps us design solutions that automate the highest-impact processes and tasks, drive operational excellence, and build lasting success.

See Why Organizations Choose Naviant

See What Customers Are Saying

Naviant has deep industry expertise in markets like insurance and healthcare. They know how to integrate ECM with healthcare platforms like EMR and design insurance-specific workflows like claims management.

Executive