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Policy Cancellation Process Automation

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    Year of implementation
    2024
    Industry
    Financial Services & Insurance

    Insurance company distinguished by its cooperative model and strong, long-standing connection with the entire Cooperative Credit sector.

    The project involves the development of a process automation solution for a cooperative insurance company, aimed at efficiently managing policy cancellation requests.The platform integrates active UiPath robots and an external artificial intelligence engine, allowing requests to be analyzed, routed to the correct processes, and operations automated within the management systems. Thanks to this solution, communications to the Back Office and external clients are sent in a timely and standardized manner, improving both process efficiency and accuracy.

    Approach and methodology

    The project involved the development of an automation solution for managing policy cancellation requests, implemented using an agile approach on UiPath. The platform integrates an external artificial intelligence engine and several active robots, which collaborate to analyze customer requests, route them correctly, and autonomously complete operations within the management systems. The automation also includes the automatic sending of necessary communications to the Back Office and external clients, ensuring timeliness, standardization, and error reduction. This Human-Bot collaboration approach optimizes management times, frees operational resources from repetitive tasks, and overall improves the efficiency and quality of the service provided by the client.

    The project, developed on UiPath using an agile approach, integrates an external AI engine. The automation uses multiple bots to analyze customer requests, route them to the correct cancellation process and autonomously execute the operation within the management systems, sending the necessary communications to the Back Office and external clients.

    Staff involved in the project
    8 Specialists
    Execution time
    3 Months
    Technologies used
    • RPA
    • UiPath integration
    -80
    %
    Reduction of process execution time
    -70
    %
    Reduction of operational errors
    100
    %
    Customer satisfaction

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