Meet the insurtech: EasieOps

A person's hands using a desktop computer.
A worker uses a desktop computer whilst working from home in Stow Maries, U.K., on April 8, 2020.
Chris Ratcliffe/Bloomberg

In an effort to feature more insurtechs, Digital Insurance has modified the format of our Meet the insurtech series. 

Rock Vitale, EasieOps CEO and founder, shared the following responses, which have been lightly edited.

What's the origin story of the company?

Easie began in 2018 when we started by converting audio to text to support public policy research on incarceration and drug reform in Los Angeles County. Our journey continued as we were contracted to create automated systems in AI computer vision for analyzing personal protective equipment (PPE) in continuous video feeds to support safety compliance. 

Rock Vitale, EasieOps CEO and founder.
EasieOps

Computer vision has always been extremely interesting to our research and development (R&D) team. We recognized the huge potential of AI for broad business use cases years before ChatGPT was released to the public. As we continued automating processes for clients, we were contracted to create automated document analysis systems for the finance industry. 

This led to our initial document processing product, created in 2022, as the first iteration of our Document AI suite that enabled users to extract data from invoices in a more efficient and automated way. The foundation of EasieOps was built on both our Document AI suite and our experience implementing custom operational excellence software.

When was it founded and/or when was the product launched?

Easie was founded in 2018 and our initial document processing product, Easie Invoice AI, was created in 2022. The launch of EasieOps is the result of a three-year R&D effort where we iterated based on real-time client feedback to develop a highly focused set of configurable software modules to help clients achieve operational excellence. 

Can you tell me about the founders/founding team?

Rock Vitale is the founder of Easie. Prior to founding the company, Vitale worked in regulatory compliance in international battery recycling for the energy industry, helping recycle batteries as an engineer in more than 80 countries. Following this, he worked in biotech in compliance and operational excellence at Illumina in San Diego.

James Lee, EasieOps R&D leader.

The core founding team also includes James Lee, who leads the R&D team and has been instrumental in developing our computer vision capabilities, and Rebecca Gray, who previously served as project manager and then head of operations. Gray was vital to our early operational excellence and client success. 

Any meaning behind the company name?

The meaning behind the company name is straightforward but meaningful - we wanted to make things easier for clients. We saw our solution as being very comprehensive, so "Easie" was a natural fit. Our goal has always been to simplify complex processes and reduce manual labor through thoughtful implementation of technology, making operations "easier" for our clients. 

How many employees?

We have a core team of around 20 people, complemented by a network of over 300 subject matter experts.

Where is the company based?

Easie is San Diego-based company, with core team members in California and New York. 

What pain points is the technology trying to solve?

EasieOps addresses several critical pain points in document processing, with particularly strong applications in the insurance industry: 

  1. Manual data entry: Our systems automate extraction of data from documents that previously required large teams to process manually, significantly reducing processing time. For our insurance clients, this transforms workflows for policy processing, claims handling and compliance documentation. 
  2. Template limitations: Unlike traditional optical character recognition (OCR) that struggles with complex backgrounds, varying fonts and inconsistent layouts, our computer vision technology uses AI deep learning to interpret images with greater flexibility. This is crucial for insurance companies dealing with varying document formats from different providers, brokers and clients.
  3. Integration challenges: EasieOps integrates with virtually any system that supports integrations, including DocuSign, Salesforce, Hubspot and proprietary client databases. For insurance companies, this means seamless connections with existing policy management systems and claims processing platforms.
  4. Business rule automation: Beyond data extraction, EasieOps provides an automation layer for custom rules, triggers and workflows, such as tracking policy expiration dates, flagging claim anomalies and managing complex regulatory compliance requirements. This ensures that critical deadlines are met, inconsistencies are identified and processes remain compliant with industry regulations.
  5. Scalability barriers: For mid-market insurance companies, manual processes often break as the business tries to scale. EasieOps provides the technical infrastructure to support growth without proportionally increasing headcount. 
  6. Reliability issues: Generic off-the-shelf AI solutions often lack the necessary customization for high-precision insurance applications. EasieOps delivers fine-tuned systems with robust testing to ensure reliability at scale, with special attention to the zero-tolerance environment of insurance compliance. 

What funding rounds has the company had?

We are a completely bootstrapped company. This decision has allowed us to make strategic investments into R&D and new program areas without shortsighted thinking or pressures that can happen from having outside investors.

What's ahead?

While our focus is primarily on automating mass document processing for the insurance industry, we've also applied our technology to academic research. We're currently supporting UCLA researchers in analyzing ancient Japanese protest documents, using our AI models to extract and translate text from complex historical sources. The EasieOps platform allows researchers to review extracted data, flag items for human verification and export findings for further analysis. This project shows how the same configurable technology that processes insurance documents can be adapted to entirely different use cases, demonstrating the versatility and power of our approach. 

As we fully launch EasieOps and continue sharing our capabilities with the world, we're implementing a larger go-to-market strategy which involves a focus on expanding our insurance industry footprint. 

For insurance specifically, we're developing enhanced capabilities for policy tracking, compliance monitoring, claims processing and fraud detection. We're also exploring insurance-specific analytics dashboards that provide executives with summarized information about their document processing operations, helping them identify bottlenecks and optimize workflows. 

Beyond insurance, we believe mass document processing is a need for just about every sector and we hope to expand into industries beyond where we currently have a footprint. We're looking to expand EasieOps integration into more enterprise systems as customer adoption increases.

For reprint and licensing requests for this article, click here.
Insurtech Document management
MORE FROM DIGITAL INSURANCE