50%
Reduction in quote generation time
10,000
/month
Increase in policy booking via chatbot
20 mins- 10 mins
TAT reduction in client merger process
2500+
Pre- claim verification conversation processed by chatbot
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AutomationEdge performed an automation assessment and implemented two case solutions for various business processes.
Automation Goals
- Accelerate WhatsApp and Email communications from field sales executives
- Reduce quote generation turnaround time
Increase customer conversion rate
Expedite data verification and quote generation
Reduce manpower cost and optimize resources
Process Overview
AutomationEdge finalized the best-suited automation use cases as follows:
- Insurance quote generation
- Chatbot and RPA for two-wheeler and burglary insurance quote generation
- WhatsApp and Email automation for General Insurance Quote Generation
- Pre-claim verification process
- Client merge
- CP mid joiner
- Claim maturation