Baker-Bot: Insurance Form Automation

🚨 The Problem

Insurance brokers were drowning in paperwork. They had to manually download and parse ACORD forms from multiple portals—a repetitive, error-prone, and time-consuming process that slowed down their ability to serve clients.

🛠️ The Solution

We developed Baker-Bot, an AI-powered automation engine designed to handle the heavy lifting:

• Automated Retrieval: Logs into insurance portals (like BTIS) to fetch documents.
• AI-Powered Parsing: Uses LLMs to accurately extract complex data from ACORD forms.
• Workflow Integration: Bridges the gap between disparate portals and the broker's core database.

📈 The Outcome

• Zero Manual Entry: Eliminated the need for brokers to touch the forms.
• Instant Processing: Reduced time per form from several minutes to under 30 seconds.
• Better Focus: Allowed brokers to spend more time on client relationships and high-value strategy rather than data entry.
• Error Reduction: 100% accuracy in data extraction compared to ~15% manual error rate.
• Cost Savings: Estimated $45,000+ annually in labor hours recovered for a mid-sized brokerage.

Built for: Insurance Brokerage Services
Tech Stack: Python, Playwright, Celery, Redis, OpenAI/Gemini