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Stax.ai

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About

Stax.ai empowers Third Party Administrators (TPAs) to automate and optimize their operations, specifically in managing brokerage statements. With significant processing capabilities, it has handled millions of pages while reducing costs and saving labor. The tool offers features such as automatic sorting and filing, aligning with existing naming conventions, thereby reducing manual errors and streamlining workflow. As TPAs face challenges from manual processing of physical documents, Stax.ai addresses this by providing a solution that enhances efficiency. It is ideal for TPAs looking to scale their operations without the burden of tedious tasks. Stax.ai is committed to building partnerships that align with its vision of aiding TPAs in their endeavors.

Platform

Keywords

productivity automation ai solution brokerage statements tpa

Task

automation tool

Features

• automatic sorting of brokerage statements

• time saving and improved productivity

• reduction of manual errors

• alignment with existing naming conventions

• renaming and filing into client folders

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