Automation for the insurance sector with Agility RPA
Agility RPA optimizes policy management, streamlines claims resolution and improves the customer experience, reducing operational time and costs.
How automation works in the insurance industry
Automation in the insurance industry, powered by Agility RPA, streamlines key processes such as policy, claims and compliance management. By automating policy issuance, renewal and cancellation, as well as claims processing, time and errors are reduced, improving the customer experience.
In addition, Agility RPA facilitates audit reporting and updates regulatory data, while intelligent chatbots streamline customer service. It also improves vendor and surveyor management through automatic assignment and real-time tracking. With more than 200 customers and 25,000 active bots, Agility RPA is a key ally in the digital transformation of insurers.
Key benefits
Explore the main advantages we offer to meet your needs efficiently and effectively.
Streamlining policy management
Reduces policy issuance, renewal and cancellation times automatically
- Automates data extraction and validation for policy issuance.
- Generates renewal and cancellation documents without manual intervention.
- Integrates with CRM systems to keep customer information up to date.
Optimization of Complaint Resolution
Accelerates claims processing and validation to improve the policyholder experience.
- Automates the collection and verification of documents in claim applications.
- Reduce errors in claims evaluation with cross-database validation.
- Reduces payment and reimbursement times, generating greater customer satisfaction.
Regulatory Compliance and Audit Management
Ensures traceability and compliance with insurance and financial regulations.
- Generates automatic reports for audits and compliance monitoring.
- Automates the updating of regulatory data in internal systems.
- Minimize legal risks with standardized processes and full traceability.
Automated Customer Service and Support
Improve communication and assistance to the insured with efficient digital processes.
- Integrates intelligent chatbots to answer policy and claims inquiries.
- Automates the sending of notifications and reminders about payments and renewals.
- Facilitates offer customization with real-time data analysis.
Efficient Management of Suppliers and Experts
Streamlines the coordination and supervision of external services in insurance processes.
- Automates the assignment of loss adjusters for the evaluation of claims.
- Real-time monitoring of the status of surveys and reports.
- Optimizes the relationship with medical, mechanical and legal service providers.
Learn how our solutions adapt to different scenarios and help solve specific needs effectively.
Success stories in the insurance sector
Automation of policy issuance
Insurance companies faced difficulties in efficiently managing the claims and policy issuance processes due to operational complexity, long lead times and frequent errors in manual records.
Problems identified
- Gestión ineficiente de reclamaciones y emisión de pólizas, con procesos manuales extensos y propensos a errores.
- Tiempos prolongados en la emisión de pólizas, lo que afectaba la respuesta al cliente y retrasaba la operación comercial.
- Errores frecuentes en registros manuales, generando reprocesos, inconsistencias y pérdida de confianza del cliente.
- Falta de precisión en la conciliación de cuentas y validación de transacciones, dificultando el control financiero interno.
- Procesamiento lento de transacciones operativas, lo cual limitaba la capacidad de atención en volumen y calidad.
- Ausencia de reportes financieros en tiempo real, que impedía una toma de decisiones rápida y basada en datos.
Solution with Agility RPA
- Time reduction: Policy issuance was completed in minutes instead of hours.
- Increased accuracy: 95% reduction in errors, ensuring data consistency.
- Improved customer experience: Fast and efficient response, increasing user satisfaction.
- Operational optimization: 40% savings in operating costs, freeing resources for strategic tasks.
The insurance sector required more agile and reliable processes.
Affiliations to ARL
A leading occupational risk insurer was facing a manual and time-consuming process to manage employees' ARL affiliations, which generated high operational costs and long lead times.
Problems identified
- Proceso manual y lento de afiliación de empleados, lo que generaba demoras significativas en la vinculación a la ARL.
- Altos costos operativos derivados de tareas repetitivas, consumiendo tiempo y recursos del equipo administrativo.
- Frecuencia elevada de errores en el registro de datos, provocando reprocesos y retrasos en la gestión.
- Limitada capacidad de procesamiento mensual, que afectaba la eficiencia general del área y su respuesta ante picos de demanda.
Solution with Agility RPA
- 300 automated monthly affiliations.
- 70% reduction in processing time.
- Accuracy of the 90% in data logging, eliminating manual errors.
- Implementation in only 10 days, with a quick return on investment.
Testimonials
John Smith
CTO, financial institution
Working with Agility has been a game changer for our organization. Not only did they design strategies aligned with our objectives, but they also guided us step-by-step on how to implement them. The results speak for themselves: we have seen a 35% increase in operational efficiency in just six months. We couldn't be more grateful for their practical, case-based approach."
Maria Lopez
Operations Manager, logistics company
What really sets Agility apart is its ability to translate great ideas into concrete actions. Before, our strategies remained on paper; now, thanks to them, we have implemented practical improvements that have generated measurable benefits from the first quarter. Their experience in using real cases made the difference for us.
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