Hungarorisk — Quote Processing AI
30–40 daily quote requests, 9 insurance domains, endless formats — a single AI agent that interprets, processes, and assigns every incoming request without human intervention.
Challenge
The problem the client faced
The Hungarorisk team received a massive volume of quote requests every day — to different email addresses, in different formats, with different attachments. Manually interpreting, sorting, and routing requests from 9 different insurance domains to the right team member placed an enormous administrative burden on the team. Due to the chaotic influx, important quote requests were delayed or left unprocessed, task assignment was opaque, and statistics were virtually nonexistent.
Solution
AI-powered system capabilities
- ✓Automatic recognition and intake of incoming quote requests from any email address
- ✓Independent interpretation of quotes across 9 different insurance domains
- ✓Structured data extraction from every attachment format: PDF, Word, Excel, image files, email body
- ✓Automatic task assignment to the right team member based on domain expertise and capacity
- ✓Custom-built CRM system for structured storage of all quote requests
- ✓Leave management integration — assigns tasks taking absences into account
- ✓Statistics and reports on incoming volume, processing times, and domain distribution
- ✓Gemini model-based, custom-built platform — modular, freely extensible architecture
Benefits for the Client
30–40 Daily Quotes, Zero Manual Processing
What the team previously read and processed one by one is now handled automatically by the AI agent — for every single request, every day
Instant, Intelligent Task Assignment
The system assigns work based on domain expertise and current capacity, taking leave into account — without manual coordination
Unified Data Structure
The custom CRM stores every quote request in the same structured format, regardless of the original format
Real-Time Overview
Management dashboard and automatic statistics on incoming volume, team workload, and processing performance
Scalable System
The architecture is freely extensible: new domains, data sources, or features can be integrated without rebuilding the entire system
Freed Expert Capacity
Team members can focus on meaningful work — providing real professional answers to clients — instead of administration
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