The insurance industry requires a lot of paperwork to be completed during the customer onboarding process. This process is time-consuming and requires the customer to fill out multiple forms, which can be confusing and overwhelming. The manual process also leads to delays in policy issuance, resulting in frustrated customers.

Challenges:

• Time-consuming customer onboarding process
• Confusing and overwhelming paperwork
• Delays in policy issuance and frustrated customers

Solution:

• RPA robot assists customers in filling out forms
• Automates data entry into the CRM system and document management system
• Generates and sends policy documents to the customer

Results:

• Faster customer onboarding
• Improved customer satisfaction
• Reduced costs

Type of Robot

Attended

Process Scheduled

On-demand

Item processed/hrs

30

Application
 

Tools