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Title

Legal & General use AWS AI to transform Customer Experience, Speed, and Productivity

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…tion with expert guidance and packaged solutions AWS Solutions Customer Stories Legal & General use AWS AI to transform Customer Experience, Speed, and Productivity Benefits Documents processed concurrently 1,000 Minutes to process all 30 Overv…

Description

Legal & General's UK Retail Retirements Division modernized processing of more than 1 million paper pension documents per year by building Docusort, a document management solution using Amazon Textract and Amazon SageMaker to classify documents, extract data and update backend systems. The machine-learning-powered solution now processes 1,000 documents concurrently in 30 minutes, improving regulatory SLA compliance and enabling the division to redeploy five staff to other work.

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…tasets, and pushes that data to backend systems to update customer information. Using AWS, L&G can now process 1,000 documents concurrently in 30 minutes, and with the serverless architecture, its solution can scale up and down to meet any workload. Before, processing was limited by the number of people handling the documents.…

Company

Legal & General

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…ce with its regulatory service level agreements (SLAs), and staff productivity. Legal & General is a leading UK financial services group and major global investor. Its three divisions enable it to invest capital over the long term. Along with…

Industry

Financial Services

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…ce with its regulatory service level agreements (SLAs), and staff productivity. Legal & General is a leading UK financial services group and major global investor. Its three divisions enable it to invest capital over the long term. Along with…

Country

United Kingdom

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…ce with its regulatory service level agreements (SLAs), and staff productivity. Legal & General is a leading UK financial services group and major global investor. Its three divisions enable it to invest capital over the long term. Along with…

Problem

Legal & General's UK Retail Retirements Division has 5.2 million workplace pension members who send in more than 1 million paper documents a year (about 5,000 pieces daily), each of which must be processed and responded to within a set regulatory SLA period. Its legacy scanning solution limited processing to the number of people handling the documents, and the division wanted a more efficient, scalable and cost-effective process.

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…ustomers as they save for retirement. Modernizing Document Management Using AWS L&G’s UK RRD has 5.2 million workplace pension members who send in more than 1 million paper documents per year, requesting, for example, a change of address or beneficiary. The division must process and respond to each one within a set period. It wante…

Solution

L&G's UK RRD, with its local AWS team, built a proof of concept using Amazon Textract, then engaged AWS Professional Services to scale it into full production as Docusort, a cloud-focused document management solution. Docusort processes documents with Amazon Textract and Amazon SageMaker, classifying documents, extracting relevant datasets, and pushing that data to backend systems to update customer information.

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…d event-driven architecture,” says Tariq Surty, IT director for the RRD at L&G. The UK RRD, alongside its local AWS team, created an internal proof of concept to ratify use of Amazon Textract , a machine learning (ML) service that automatically extracts text, handwriting…

Technology

Amazon Textract, Amazon SageMaker

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…ivity with ML L&G’s cloud-focused solution for document management is Docusort. It processes documents with ML using Amazon Textract and Amazon SageMaker , a fully managed service that brings together a broad set of tools for high-pe…

Deployment model

cloud

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…d. It wanted to make the process more efficient, scalable, and cost-effective. “Using AWS, we now have a much more robust, elastic, and event-driven architecture,” says Tariq Surty, IT director for the RRD at L&G. The UK RRD, alongside its l…

Headline outcome

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…tasets, and pushes that data to backend systems to update customer information. Using AWS, L&G can now process 1,000 documents concurrently in 30 minutes, and with the serverless architecture, its solution can scale up and down to me…

Business value

Using AWS, L&G can now process 1,000 documents concurrently in 30 minutes with a serverless architecture that scales up and down to meet workload, meeting SLA requirements more accurately and consistently, and the division has been able to redeploy five employees, improving business productivity.

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…he UK RRD meets SLA requirements more accurately and consistently. As a result, the division has been able to redeploy five employees, improving business productivity. Moving Forward with Generative AI L&G plans to use its Docusort solution as a t…

AI capabilities

Document Intelligence, Machine Learning

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…urty IT Director, Retail Retirements Division AWS Services Used Amazon Textract Amazon Textract is a machine learning (ML) service that automatically extracts text, handwriting, layout elements, and data from scanned documents. Learn more Amazon SageMaker Amazon SageMaker delivers an integrated experience…

Use case type

Document processing

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…ce that brings together a broad set of tools for high-performance, low-cost ML. Docusort classifies documents, extracts the relevant datasets, and pushes that data to backend systems to update customer information. Using AWS, L&G can now process 1,000 documents concurrently in 30 minutes, and…
Capture details
Captured
16 Sept 2026, 06:11 UTC
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fetch-strip@1
Snapshot hash
33a582d4aaf5ff6d86ba3732a4fb0ea68b5dfa8ff0fef580b553ceb952744775