Results that speak for themselves
reduction in plan data processing time
faster data validation compared to manual QA
consolidation of pipelines (from 20 to 5)
The challenge
The plan optioning workflow was not built for the speed your clients expect
Insurance brokerages manage hundreds of employer relationships, all converging on the same compressed renewal window. Yet the operational reality hasn't changed in decades: carrier plans arrive as PDFs, teams extract data manually, modeling happens in spreadsheets, and proposals are assembled by hand under immovable deadlines.
This creates friction at every step:
- Carrier data arrives in inconsistent formats, requiring manual normalization
- Plan analysis lives in individual spreadsheets, not a queryable platform
- Sellers lack visibility into prior plans, decisions, and benefits history at the point of conversation
- The highest-stakes advisory conversations happen with the most constrained timelines
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What the Insurance Plan Intelligence Platform delivers
A connected platform for plan data, analysis, and activation
The Insurance Plan Intelligence Platform brings plan data, employer history, and seller workflows into a single governed environment. It removes manual bottlenecks, improves data quality, and makes plan intelligence available across Salesforce, SharePoint, and analytics tools:from the first carrier document through to the employer proposal.
Instead of working across disconnected systems, teams operate from a shared foundation where data is structured, accessible, and ready to support better decisions.
Key Capabilities
Intelligent plan data extraction
Drag-and-drop ingestion of carrier documents in any format. Databricks ai_parse_document and AI-powered normalization extract plan data into a canonical model. Intelligent validation flags anomalies for targeted review.
Employer and seller enablement
Plan data, proposal status, and employer history activate directly in Salesforce. Sellers see current options, historical configurations, and deal cycle context in the account record.
Conversational intelligence
Salesforce Data Cloud unifies plan and CRM data. Agentforce gives sellers natural language access.
Market intelligence
Accumulated plan data across carriers and cycles becomes a proprietary intelligence asset: revealing pricing trends, plan design shifts, and competitive positioning.
Claims-driven advisory
Claims and utilization data unlock plan-to-claims fit analysis, total cost modeling, predictive renewals, and population health segmentation.
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Architecture
Built on Databricks. Activated through Salesforce. Governed end to end.
- Databricks Lakehouse: Central data platform for extraction, harmonization, and analytics
- Databricks Ai_parse_document: State-of-the-art document intelligence; extracts tables, figures, and layout from carrier PDFs in a single SQL function
- Databricks Unity Catalog: Governance, lineage, and access control for sensitive carrier and employer data
- Salesforce Data 360: Unifies Databricks-sourced plan intelligence with CRM-native data
- Salesforce Agentforce: Natural language access to plan, carrier, and employer intelligence for sellers
- Anthropic Claude or Preferred LLM Model: AI-powered fuzzy matching, normalization, and anomaly detection
Demo: Insurance Plan Intelligence Platform
Who's it for?
Built for brokerages ready to turn plan data into competitive advantage
Operations and middle office leaders: focused on processing efficiency, data quality, and scalability
CIO / Head of Data: responsible for platform architecture, integration strategy, and data governance
Benefits and pricing teams: managing plan analysis, carrier evaluation, and modeling workflows
VP of Sales / Head of Distribution: focused on seller effectiveness, renewal execution, and employer relationship quality
This wasn’t just process improvement. It changed how we think about plan data. We moved from reactive analysis to a more proactive, data-driven approach, and our sellers noticed the difference immediately.
Chief Operating Officer