NaviOwl for Insurance & Benefits Teams
Which is the final binder version? Who has the updated claim policy?
Insurance teams across underwriting, claims, finance, and compliance waste hours weekly locating the right document. Despite tools like SharePoint and Teams, people still chase folders, ask coworkers, or escalate simple lookups.
NaviOwl changes that. With AI-powered enterprise search, staff can find any policy, binder, or signed agreement in seconds—inside their existing tools.
Role-Based Use Cases: Insurance & Benefits
| Role |
Current Workflow |
With NaviOwl |
Tool Context |
Outcome / Value Gained |
| Underwriter |
Sifts through outdated folders/emails to find policy files |
Search Q2 2024 binder – ABC client → final doc with metadata shown |
Outlook / SharePoint / Network Drive |
Prevents errors, ~15 hrs/month saved |
| Claims Manager |
Waits on Legal/Support to locate clauses |
Search final liability clause – policy 112 → doc surfaced instantly |
Claims DB / SharePoint |
12% faster claim decisions |
| Compliance Lead |
Manually preps audit packages |
Signed agreement – Manulife 2023 → filtered by signature date |
Email / Teams |
20+ hrs/month saved, lower audit risk |
| Finance Analyst |
Reconciles contracts & invoices by hand |
Policy 1024 + invoice March 2024 → documents shown side-by-side |
Excel / Email / Teams |
$2,000/month saved per analyst |
ROI Evidence That Matters
According to IBM (2025), AI and automation have already delivered over $3.5 billion in productivity gains across enterprise teams.
A recent Slite Enterprise Search Survey (2025) found that knowledge workers lose nearly 160 hours per year just searching for documents — equivalent to one full month of lost productivity.
NaviOwl gives that time back. Our AI assistant transforms document chaos into instant access, saving thousands of hours across teams like Legal, Finance, IT, and Operations.
Ready to See It In Action?
Want to test how NaviOwl works with your actual files, folders, and naming mess? Let’s do a 10-minute walkthrough.
