The email comes in. The quote goes out — on its own.
Case study by Achiya Cohen, founder of Achiya Automation
At an insurance agency, an email with PDF policies goes through AI extraction for coverages, deductibles, driver age and roadside services. The flow prepares a WhatsApp draft according to the handling rep and records the details in a sheet for review and tracking.
Every email requires manual decoding Email comes in → the customer is updated
- Emails with PDF policies come in throughout the day
- A rep opens, reads and extracts by hand: mandatory, comprehensive, third party, deductible
- Drafting a summary for the customer adds work to every quote
- Peak-hour load = customers waiting hours for an answer
- AI reads the policies in the email — including tables
- Extracts coverages, deductibles, driver age and seniority into a reviewable draft
- Builds a summary draft according to the handling rep
- The quote details and status are recorded in a tracking sheet
Here's how it works inside
A description of each flow, with identifying details removed.
Policy email → AI extraction → WhatsApp + logging
The email is captured and the attached policies are read by an AI model that extracts predefined fields: mandatory vs. comprehensive, third party, deductible, the young driver's age and seniority. The system identifies the handling rep by email address, prepares a Hebrew summary draft and records the quote details in the agency's tracking sheet.
The numbers you feel every day
Are documents decoded by hand at your company too?
Policies, contracts, quotes — if someone reads and copies by hand, there's an automation here waiting to be built.
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