-75%manual portal work
4 hrs → 30 mindaily document processing
99%documents filed correctly
About the client
An insurance broking firm, based in Mumbai, Maharashtra, operating in the bfsi, nbfcs & fintech sector.
The problem
Operations staff logged into multiple insurer portals daily to download policy documents and update their system, a repetitive task with frequent errors.
What we did
- Mapped portal steps for each insurer where automation is permitted
- Unattended bots running on a schedule
- Documents renamed and attached to client records
- Exception queue when portals change or fail
- Bot health monitoring and alerts
Outcome
- -75% manual portal work
- 4 hrs → 30 min daily document processing
- 99% documents filed correctly
Services involved
Robotic Process Automation (RPA) · AI Automation
Client identity withheld. This anonymised case study is an illustrative example of our approach; figures are indicative and results vary by business, market and budget.
