PDF Conversion to Excel®
About the Insurance Broker
This is a large account risk management broker offering a broad range of insurance and reinsurance products and services, as well as risk management, third-party administration and managed health care programs.
Challenge
Challenge
After winning an RFP, our client was given 2,500+ Certificates of Insurance in PDF format for the upcoming renewal. Unfortunately, the Broker’s certificate system required the information be in an Excel® file to upload properly.
Solution
Solution
We mapped key fields from the 2,500+ pages and quickly pulled the necessary information into the appropriate Excel® template, allowing the Broker to quickly upload their new client’s certificate information into the system. This was completed in under 3 hours including our review for accuracy.
Benefit
Benefit
This solution saved our client hundreds of work hours that would have been required to manually transcribe the data, while providing 100% accuracy as compared to less reliable manual data entry.
