Case Study
3i Infotech
Deploys Automated Agent Onboarding at One of India’s Largest PSUs
Discover how 3i Infotech, a global IT transformation leader, dismantled critical operational bottlenecks for one of India’s largest Public Sector Undertaking (PSU) insurance companies.
0%
Manual Scrutiny Friction
110%
Automated Image Tailoring
24/7
Mode-Based Dual Processing
Accelerated Time-to-Productivity
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Leveraging AutomationEdge’s Agentic Platform allowed to completely redefine the boundaries of operational speed and compliance for our PSU insurance operations
Automation Goals
Expedite Advisor Activation: Significantly compress the lifecycle between candidate screening and “Agent Code” assignment to secure immediate revenue-generating capabilities.
- Reduce Administrative Overhead: Eliminate manual data entry, repetitive multi-portal navigation, and physical document tracking.
- Ensure Airtight Compliance: Minimize regulatory liability and potential licensing fines through rule-bound automated verification.
- Improve Premium Persistency: Onboard skilled agents thoroughly via structured tracking, driving “Needs-Based Selling” and increasing customer brand trust.
Streamlined Process Overview
The high-velocity onboarding structure effortlessly manages the end-to-end advisor lifecycle through five distinct automated milestones:
- KYC & Screening Validation: Instant eligibility checking of age and qualifications alongside identity document processing.
- Structured Training Tracking: Automated monitoring of mandatory 25–50 hours of certification training compliance.
- Licensing Examination Sync: Seamless logging of standardized industry testing benchmarks and legal verification.
- Instant Digital Appointment: Instant backend generation of unique identification codes for immediate sale-readiness.
- Digital Sales Induction: Fast-tracked handoff to technical onboarding systems and core product portfolios.