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Success Story
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Unlocking Efficiency: Revolutionizing Insurance Operations with TruBot

Insurance

The client is one of the leading insurance companies in India that provides products like Motor, Health, Travel, Home and Personal Accident

The Challenge: A Race Against Time

For a leading insurance provider, efficiency was everything. As customer demand surged, so did the pressure to generate policy documents accurately and on time. However, the company’s manual process for creating policy documents was not only time-consuming but also prone to human errors. With raw data flowing in from multiple sources—often in inconsistent formats, standardizing and validating this information became a daunting task.

The company faced a critical deadline: all policy data needed to be validated, standardized, and uploaded into their system before 11:30 PM each night. This tight window was essential for triggering the batch process required to generate policy documents.

However, with increasing volumes of data and manual intervention slowing things down, delays were becoming frequent, impacting customer satisfaction and operational efficiency. The company needed an intelligent, automated solution that could handle high volumes of unstructured data, eliminate errors, and streamline the policy document creation process.

The Solution: AI-Powered Automation with TruBot

To address these challenges, the insurance provider partnered with Datamatics to implement TruBot, an advanced Robotic Process Automation (RPA) solution. TruBot was designed to transform the end-to-end policy document creation process—eliminating manual intervention and accelerating data processing.

Here's how it worked:

  • Automated Data Processing: TruBot seamlessly ported raw data from multiple sources, converting it into a standardized format.
  • Smart Data Validation & Massaging: Using complex business rules, the solution validated and refined the data, ensuring accuracy before it was uploaded into the system.
  • AI-Powered Comprehension: Leveraging Artificial Intelligence (AI) algorithms, TruBot read, interpreted, and processed large volumes of multi-lingual unstructured data from various channel partners.
  • Seamless Integration: The automated system ensured that all policy data was uploaded before the 11:30 PM deadline, triggering the batch process for policy document generation without delays.

By eliminating human dependency and enabling real-time data processing, TruBot significantly improved accuracy and efficiency in policy generation.

Impact: Faster Processing, Fewer Errors, and Improved Efficiency

2-3 min

Time Taken For Processing From 16-20min (Per Case)

87.5%

Increase In Overall Productivity

1 Hr

Time Take For Processing From 6 Hrs

90%

Increase In The Accuracy From 70%

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