United StatesFinance and insurance2021 – ongoing

Equitable Holdings

AI intake of group-insurance quote requests

Equitable reported group-insurance quotes within an hour after automating request intake

WorkingCompany's own claim

Problem

Underwriters manually transferred information from broker emails and attachments into Equitable's quoting system. Requests could take days to process.

Approach

Equitable began working with Ushur in late 2021 and tested quote-request samples in early 2022. Ushur's AI learned to extract information from emails and plan documents. The system entered production by early summer 2022, with exceptions sent for manual review.

Results

within an hourtime to quote group cases that previously took days, according to EquitableCompany's own claim[1]

as high as 85%automated intake accuracy in certain weeks, according to EquitableCompany's own claim[1]

Takeaway

Accuracy improved after production began, but varied by week. Underwriters continued to handle exceptions and assess risk.

Sources

Equitable Employee Benefits Speeds Quote Intake with AI
Insurance Innovation Reporter18 Nov 2022News article

Source summaries

[1]Insurance Innovation Reporter18 Nov 2022

Equitable executive Stephanie Shields described Ushur's production rollout. She reported quotes within an hour and automated intake accuracy reaching 85% in some weeks.

Full details are in the original sources.

Added 1 Nov 2026 · Updated 1 Nov 2026