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Automated processes
A revolution is breaking out in the insurance industry. Find in Rocketbot solutions designed and adapted for your sector.
Our clients
Success story: insurance
Confirmation of premium payments
By being automated through robots created in Rocketbot, this process increased speed and efficiency, allowing SLAs to be met efficiently.
- 60% savings in process execution time.
- Customer response security.
- 80% reduction in the use of resources.
Collection of wallets
The portfolio collection process is a manual operation in which sequential and repetitive steps are executed, such as portfolio reconciliation, delinquency calculation, pre-legal and legal collections, as well as endless tasks that are time consuming and repetitive.
- Using Rocketbot greatly increases accuracy, mitigating the risks of calculations or mismanagement of information.
- People who previously did this process can now have time to work on other activities that generate greater value for the entity.
Payment to suppliers
When the traditional insurance industry needs to carry out a provider payment process, it executes it manually through repetitive and sequential steps.
The analyst enters the local application (Client Server) and downloads a Microsoft Excel file. There it presents in a consolidated way the services authorized to be managed by the providers.
Today in the insurance industry, who have implemented Rocketbot, they have managed to reduce the execution time of payments to providers and also generate payment reports in an automated way.
Employees have been impacted by dedicating their time to tasks that add more value to the company.
- Using Rocketbot will avoid the accumulation of invoices for the end of the month or of the year.
- Rocketbot reports allow you to extract the payment report automatically.
- People who previously did this process can now work in other
Issuance of insurance policies
Policy issuance is the central process of all insurers and due to its complexity, it requires a significant amount of human and technological resources.
The process requires the reception, classification and review of large volumes of information, which arrive in different formats and structures.
Today the insurance companies that have implemented Rocketbot have achieved a 100% increase in productivity. In addition, they have managed to operate 24/7, 365 days a year, which allows insurers to establish a much more ambitious SLA and integrate jointly digital and offline processes.
- 100% increase in productivity in the area.
- It allows a continuous process that can operate 24x365.
- Allows you to set more ambitious SLAs.
Automatic insurance portfolio reconciliation.
The process includes downloading reports from the firm’s CRM system, as well as the account statements provided by the insurer every 10 days.
- A work plan was defined to incorporate a robot for each insurer and thus be able to carry out the reconciliation process automatically and without human intervention.
- The process was divided into different parts: one robot extracts information from the office's CRM system, and another robot extracts account statements from the insurance company's website.
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