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Case StudyInsuranceTicket Routing

Insurance Ticket Routing Automation Case Study

This insurance case study shows how AI-powered ticket routing automation delivered 99.5% faster improvement in average routing time and 87% reduction in misrouted tickets.

Company Profile

Company Type

Insurtech company

Team Size

20-100 employees

Industry

Insurance

Key Challenge

Struggling with inefficient manual ticket routing processes that were slowing growth and increasing operational costs. Their primary concern was claims processing speed.

Tools Connected

Applied EpicSalesforceDocuSignGmailGoogle Sheets
Setup TimeHalf a day
Agents Deployed3 AI agents

The Challenge

Manual ticket routing was the biggest bottleneck in this insurtech company's operations. Their team of 20-100 employees processed hundreds of ticket routing requests weekly, each requiring multiple steps, cross-referencing against insurance-specific requirements, and coordination between departments. The average ticket routing request took 45 minutes to complete manually, and the backlog was growing by 15% each quarter.

Beyond the time drain, the quality of their ticket routing output was inconsistent. Different team members followed different procedures, and there was no standardized way to handle edge cases that are common in insurance. A recent audit revealed that 12% of completed ticket routing records contained errors that required rework — costing the organization an additional $50K annually in correction and remediation efforts. The leadership team recognized that continuing to throw people at the problem wasn't viable and began searching for an AI-powered solution.

The Solution

Arahi AI provided the automation backbone this insurance team needed. They deployed a multi-agent workflow that breaks the ticket routing process into discrete, automated steps — each handled by a specialized AI agent. The first agent monitors triggers from Applied Epic and Gmail. The second agent analyzes and processes incoming requests using insurance-specific business logic. The third agent executes actions across connected tools and notifies team members via Slack.

The beauty of the no-code approach was speed of implementation. The team had their first agent live within 90 minutes, and the full ticket routing workflow was operational within a single afternoon. They used Arahi AI's template for insurance ticket routing as a starting point, customized the business rules to match their specific process, and connected their existing tool stack without writing a single line of code. Within the first week, the agents had processed over 200 ticket routing instances with 99%+ accuracy — more than the team typically handled in a month.

The Results

Measurable improvements across key insurance ticket routing metrics.

Average Routing Time

99.5% faster

Before

34 minutes

After

< 10 seconds

First-Contact Resolution

62% improvement

Before

42%

After

68%

Misrouted Tickets

87% reduction

Before

23%

After

3%

Customer Satisfaction

32% increase

Before

3.4/5

After

4.5/5

Support Cost per Ticket

59% savings

Before

$22

After

$9

The difference is night and day. Our insurance clients used to wait days for ticket routing to be completed. Now it happens in minutes, and the quality is consistently higher than what we achieved manually. Customer satisfaction scores went through the roof.

VP of Customer Success

Insurtech company

Key Takeaways

The most important lessons from this insurance ticket routing automation project.

Automating ticket routing in insurance delivered immediate, measurable results: faster processing, higher accuracy, and lower costs.

The key to success was connecting existing insurance tools to AI agents rather than replacing the entire tech stack.

24/7 automated processing eliminated backlogs and ensured consistent service quality regardless of volume fluctuations.

Starting with a pre-built template and customizing for insurance-specific requirements dramatically reduced time-to-value.

Implementation Timeline

From zero to production in Half a day — here's how they did it.

Step 1: Mapped the existing ticket routing workflow

Documented every step of the current manual ticket routing process, including decision points, exceptions, and handoffs between team members. Identified which steps could be fully automated versus those needing human oversight.

Step 2: Built the automation in Arahi AI

Used Arahi AI's no-code builder to create the ticket routing workflow: connected Applied Epic and DocuSign as data sources, configured AI decision logic for insurance-specific requirements, and set up automated actions and notifications.

Step 3: Parallel run with manual process

Ran the AI agents alongside the manual process for one week to compare outputs. The AI matched or exceeded human accuracy on 98% of ticket routing instances, with the 2% of edge cases automatically flagged for human review.

Setup Time

Half a day

AI Agents

3 AI agents

Tools Connected

5 integrations

Frequently Asked Questions

Common questions about automating ticket routing in insurance.

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This case study represents a typical customer scenario. Individual results may vary.