Insurance premium receipts analysis using RPA

About Client

An electronic trading platform that enables CFOs and business owners to compare and trade insurance policies and corporate sponsored retirement plans using proprietary technology and a database of over 13,000 broker specialists in 120 countries.

Business Challenges

On average, each insurance policy form has 20+ pages and 150+
fields, such as retirement expenses, commercials, estimated
yearly premium, etc. The entire process involves five days and
three employees from the client-side to analyze 300+ policy
documents to recommend policy renewals and propose the best
policy to their customers. The whole process demands a great
deal of human effort and consumes a significant amount of time
to process the documents.

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