Leveraging RPA For Document Filing in Insurance Industry

Challenges

Underwriters receive high volume of emails from different brokers, members and prospects.
Immense amount of time spent daily to manually download and store the huge volume of documents on a Document Management System (DMS), such as SharePoint.

Solutions

An RPA bot can manage the daily filing of documents and emails. The bot identifies all relevant emails for filing using key words and then downloads all related documents.
Through integration of RPA and DMS (e.g., SharePoint or Meridio), the documents are filed automatically.

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Benefits

6.4 Person-years of effort saved owing to automatic filing of 336,000+ documents through RPA.
80% Increase in processing speed and cost savings of as much as 50%.
50% Increase in employee productivity, service levels and capacity.

About RPA

Robotic Process Automation (RPA) is indispensable for the insurance industry. Businesses can leverage this technology to streamline workflows, save employee hours and serve their clients at a faster pace. Our client, The Shipowners' Club, leveraged process automation toots for an efficient and cost-effective sol.ution which turned the manual and repetitive task of document filing into an accurate and fast-paced digital process.

Tech Tools

UiPath
Windows server with .NET framework
Outlook
Excel
SharePoint
Meridio

Industry

Software

Service

Intelligent Automation

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