Compliance Management Platform
Explore Project
AI Workflow Optimization
Core Capacities
Insurance Compliance
Project Focus
100K+ certificates processed
Scale of Impact
2025
Year
Overview
1
Insurance document review is complex, repetitive, and highly detail-oriented. Analysts were spending large amounts of time manually validating certificates, which limited the company’s ability to scale efficiently. Leadership sought a way to apply AI to document processing but needed a reliable framework to ensure accuracy and adherence to regulatory standards.
2
Sierra partnered with the company to embed engineers alongside compliance teams and test AI applications for document review and data extraction. The collaboration focused on retrieval-augmented generation (RAG), prompt engineering, and integration with existing workflows, ensuring AI outputs were explainable and auditable.
3
• Conducted deep workflow discovery with compliance teams to identify repetitive, high-volume tasks. • Developed AI prototypes for certificate parsing, data extraction, and policy validation. • Designed feedback loops so compliance experts could refine and validate model outputs. • Built a scalable architecture that allowed AI-assisted review while maintaining auditability.
4
The partnership provided a clear roadmap for how AI could make compliance review faster and more accurate. Analysts gained time back from manual data entry, while leadership saw a path toward scaling operations without linear increases in headcount. By combining compliance expertise with forward-deployed engineering, Sierra positioned the company to lead its category with smarter, AI-driven workflows.
