RPA Case Study-II

Objective:
Policy checking for standard policy renewal. The off-shore team process high volumes with repetitive activities.

Need:
Increase Efficiency.

Approach:
Developed BOT and OCR capabilities with extraction and comparison of documents.

Flowchart

Bot download the Policies from Workflow

Creates JOB IDs for each Policy

Compare Documents and Create QA Checklist

Review additional Questions

Dispatch the Checklist

Benefits:
6 BOT processing huge volumes with 44 FTE reduction; TAT reduced from 10 days to 3 days

RPA Case Study-I

Objective:
An Invoicing Process with standard format received to offshore team. The team process the Invoice to generate Bill and create entries in the Broker Management System.

Need:
Opportunities to reduce handling time and billing errors.

Approach:
Detail process study to identify Automation opportunities and developed BOT in RPA –tool.

Flowchart

Request to Process with supporting  documents

Pre-Screening Activity

Validate with supporting document

Update Broker App and Generate Billing

Benefits:
12,800 Invoice Process every month are processed by BOT with 100% Quality output ; 25% reduction in FTEs