Case studies

rpa CASE STUDIES

Web Verifier

Industry: Financial services

Project background: A large financial consulting company provides portfolio management and policy monitoring services for their insurance clientele needed a solution that would help automate the manual insurance policy monitoring processes to improve efficiency, as well as detect coverage lapses prior to policy expiration, in order to send out early notifications and incentives to end-customers to re-activate their insurance coverage.

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Volume Spike Handling

Industry:  Insurance

Project background: A large insurance provider need to manually enter flood claims within 24hrs to the FEMA website during hurricane seasons among other natural disaster events that cause a significant backlog to their standard operating times.

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Bond Brokerage

Industry:  Financial services

Project background: A financial services provider needed to find a more efficient way to monitor their bonds portfolio trading in order to submit more competitive and timely bids for a higher return on investment.

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Automatic Claims Processing

Industry:  Healthcare

Project background: A large healthcare insurer wanted to augment their claim processing efficiency, remove bottlenecks and errors that would cause major roadblocks and increase the volume of customer complaints.

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Real-Time Inventory Optimization

Industry: Retail

A Global retailer providing merchandising and other services to Military members, retirees, and their family members was looking for a solution to reduce the manual time needed to update stock values in their ERP system. When online shoppers place items into their shopping carts, this automatically updates the retailer’s inventory systems, effectively moving the item out of stock. However, if these items are not actually purchased, the items remain in the frozen inventory report. This would require a group of business analysts to dedicate time to manually update the stock values in Oracle RMS.

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Real-Time Competitive Monitoring

Industry: Retail

A global online retailer was looking for an automation solution that would allow them to review real-time competitor sights in the market and monitor SKU prices of overlapping or similar merchandise. They also desired to continually update product pricing to stay 3% lower than the cheapest competitor’s pricing at any given time to maintain a competitive advantage.

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Endorsement Request Email Indexing

Industry: Insurance

A large American insurance company was looking for a solution to reduce the workload for indexing endorsement emails from sales agents.

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State Claims Filling Automation

Industry: Insurance

A large American insurance company needed to find a solution to help reduce the manual workload on the centralized state filing process which provides consistency and efficiency in completion of the state filing forms and payments

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BOT Guard

Industry: Insurance

A large American insurance company needed to create an access management solution for their RPA robots as the organization scaled the numbers of BOTs in production. An automated framework was also required to keep BOT PROD environment secure.

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