CHALLENGES

The Professional Employer Organization faced challenges with the ACORD 130 Form data related to Workmen’s Compensation, including:

• Extended Cycle Time: The process of transferring data from the form ACORD 130 to Salesforce CRM was time-consuming, delaying quotation and sales efforts.
• Complex Form Filling: The intricacy of the ACORD 130 form necessitated user training, complicating the data entry process and hindering efficiency.

Solution Implemented:

• Developed a solution to extract data from PDFs through image-to-text conversion.
• Provide users a way to verify and edit the extracted text to remove unnecessary characters and whitespace.
• Sync confirmed data to Salesforce using API integration.
• Sent an email alert to the sales team for further processing of the uploaded data.

Technologies Used:

• CRM Platform: Integrated additional functionality to support ACORD data integration into Salesforce Sales Cloud.
• Data Integration Tools: For efficient data transfer and synchronization using Python and Salesforce REST API

Business Impact:

• Improved Efficiency: Significantly reduced manual entry time and errors.
• Data Accuracy: Enhanced reliability of customer data.
• Operational Productivity: Improved workflows led to faster policy management.

Results Achieved:

• Significant time savings in data entry processes, leading to faster creation of submission records.
• Reduced cycle time for processing new submissions, resulting in increased sales opportunities.

Conclusion:

Through the implementation of an OCR-based solution, Prakat successfully streamlined the data transfer process from ACORD 130 forms to Salesforce Sales Cloud. This innovative approach significantly reduced manual data entry time, facilitated quicker submission record creation, and improved overall efficiency in the sales process. As a result, the client experienced enhanced operational productivity and increased sales opportunities, empowering their team to respond swiftly to customer needs.