Perry Rotella

Insurance operations still depend heavily on documents such as PDFs, spreadsheets, scanned forms, loss runs, claims files, and policy submissions. This session explores how insurers can move beyond simply routing documents and begin turning unstructured content into faster, more accurate business decisions. Mr. Rotella shows why content sits at the center of core insurance workflows including underwriting, claims adjudication, finance, customer engagement, and employee onboarding. The session highlights the scale of the challenge: most enterprise content remains underutilized, underwriting decisions often rely on externally submitted documents, and claims cycle times are heavily driven by document intake and review. It then outlines how AI and intelligent content management can help insurers read, classify, extract, summarize, and act on unstructured data with greater speed and governance. Drawing on Box examples, the presentation covers automated intake and extraction, AI-assisted review, workflow automation, centralized claims content management, and secure integration into core insurance systems. Attendees will gain a practical view of how insurers can reduce manual handling, accelerate decisions, improve compliance, and create better customer outcomes.

Perry Rotella, Managing Director, Financial Services, Box