How Digital Gems built an AI policy comparison tool for an insurance broker in Westville, so the team spends its time advising clients instead of retyping quotes.
The brokers receive quotes from several insurers, each in its own PDF layout. Putting them side by side meant manually copying premiums, excesses, extras and endorsements into a spreadsheet, line by line.
It was slow, easy to get wrong, and a poor use of experienced people. One missed excess value or a misread SASRIA line could change the advice a client received.
A simple web tool. A broker uploads the quote PDFs, and a few minutes later gets a formatted Excel comparison, ready to send to the client.
Built-in rules for SASRIA, motor vehicles, excess values, surge cover cross-referencing, roadside assistance and car hire premium normalisation.
Live SUMIF formulas and correct numeric types, so totals update and nothing is stored as text. Clean, professional styling.
A modern web application platform front end for the brokers, a workflow automation platform orchestrating the workflow, AI language model technology via API for reading policies, and ExcelJS for building the final workbook. Fewer moving parts, easier to maintain, easier to extend.
A plain-language Word guide so new staff are productive on day one.
From 4-hour response (business hours)
A branded report showing usage and a leaderboard of comparisons by broker.
The team now turns a pile of PDFs into a consistent, client-ready comparison in minutes. Less admin, fewer errors, and more time for the conversations that win and keep clients.