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