Most operational bottlenecks do not come from a lack of effort. They come from workflows that still depend on manual tracking, email follow-ups, document review, repeated data entry, and disconnected systems.
JBS removes that friction with intelligent workflow automation. We combine AI, integration, business logic, workflow design, and human review to automate the work that slows teams down. This is where AI gets practical: faster turnaround, fewer missed steps, cleaner handoffs, and more capacity without proportional headcount.
Extraction, classification, validation, comparison, and routing for forms, PDFs, loss runs, certificates, policies, and quotes.
Follow-ups, intake, classification, response drafting, status updates, reminders, and review routing.
Renewals, loss run collection, certificate issuance, proposal generation, ACORD submission intake, and policy servicing.
Quote comparison, recommendation logic, branded proposal generation, and CRM handoff.
Approval workflows, data-entry reduction, record updates, exception handling, and task orchestration.
Microsoft Power Platform workflows where you need low-code or enterprise-connected automation.
Voice-enabled assistants and conversational workflows for field support and operational guidance.
Connections to CRMs, agency management systems, ERPs, document repositories, email platforms, and APIs.
JBS built an AI-powered renewal platform that tracks expiring policies, triggers proactive outreach, compares changes, and drafts communication. Zero missed renewals, 20% less time gathering information, and a 7% rise in customer satisfaction.
JBS built a loss run platform with conversational email agents, consent workflows, and document classification, cutting collection from 6 to 7 weeks to 2 to 3, with 35% time savings.
JBS automated certificate processing end to end, scaling capacity from 3 to 4 requests a day to 50 to 60 or more, with same-day turnaround and 25% faster processing.
JBS built a proposal platform that ingests carrier quotes, compares options, and produces branded proposals in under 5 minutes, cutting commercial proposal prep by 40%.
JBS built an intake platform that turns conversations, notes, and forms into completed ACORD submissions, cutting processing time by 76% and ACORD turnaround from about an hour to roughly 20 minutes.
JBS built an end-to-end AI production pipeline that automates high-volume video creation, scaling output without adding headcount.
We map how work moves today: who receives the request, which documents are needed, which systems update, and where delays occur.
We evaluate data readiness, integration points, workflow complexity, and where human review is required.
We create a proof of value or roadmap that validates feasibility before full build.
We build the automation, combining AI extraction, email agents, business rules, integrations, and exception queues as needed.
We launch with validation, enablement, documentation, monitoring, and adoption support.
We monitor, tune, and extend the automation as volumes and requirements change.
We start with the process, not the tool, and design automation around your operating reality.
We handle the unstructured inputs (emails, PDFs, notes) that break basic automation.
We build in exception handling, approval gates, audit trails, and human review.
We have proven this repeatedly in document-heavy insurance and finance operations.
It uses AI, business rules, integrations, and workflow design to automate tasks involving documents, emails, approvals, system updates, and human handoffs.
Basic automation follows fixed rules. Intelligent automation handles variable inputs like emails, PDFs, and notes, while still using business logic and human review for control.
Yes. We build workflows that extract information, classify requests, validate details, draft responses, trigger follow-ups, and route exceptions.
Yes. We support Power Platform automation where you need low-code workflows, process automation, integrations, and managed support.
Through validation rules, confidence thresholds, exception routing, audit trails, testing, human review, and monitoring.
JBS can help you identify, design, build, and support AI-assisted automation for the workflows that take the most time from your teams.
