Insurance Receivables Processing
Receivables write-off review: from 2 weeks to ~1 hour.
Senior staff were freed up during peak periods. Decisions became consistent and auditable.
2wk→1h · processing time · 2
The time required to evaluate all receivables was…
The Problem
What needed to change
- Manually reviewed large reports of receivables pending write-off.
- Cross-referenced structured data with comments and unstructured accounting notes.
- Made decisions on the write-off method and tax deductibility for each receivable.
The process was extremely time-consuming, especially during the busiest period for accountants, and critically dependent on the expert knowledge of a single individual.
The Solution
What we implemented
An AI solution was designed and implemented that turns the write-off review into a near-instant, audit-ready process.
- Analyzes a combination of structured accounting data and free-text notes that were previously processed manually.
- Uses trained evaluation logic to assess each case.
- Recommends the most appropriate write-off method, including tax deductibility.
- Outputs results in a clear format, ready for quick validation and export by the accounting team.
Client's feedback
“Insynaps delivered a solution that relieved us of one of the most demanding moments of the year. Instead of two weeks of intensive work, we had a complete overview ready in just one hour – fully aligned with our internal logic.”
– Dôvera Health Insurance Company
The Results
What changed after deployment
- The time required to evaluate all receivables was reduced from approximately 2 weeks to just about 1 hour.
- Key personnel were significantly relieved of manual workload, reducing the risk of burnout and errors under pressure.
- The client gained the ability to perform receivables evaluation continuously throughout the year, not just during year-end closing.
- Decision-making became more consistent and aligned with established practices.
Solution used
Admin & Document WorkflowsValidation & ComplianceAI Document Automation
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