Case Study

HDFC Life Insurance

Accelerated Various Business Processes using AutomationEdge’s RPA Bot

HDFC LIFE is a leading insurance service provider helping customers obtain insurance through different channels such as email, phone, and third-party resellers.

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


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

The Only Conversational AI And Automation Platform You’ll Ever Need

75% Improvement In Customer Satisfaction Rating90% Reduction In Employee Wait Time50% Of Tickets With End-to-End AutomationNew Revenue Channel Created With Conversational AI

The Only Conversational AI And Automation Platform You’ll Ever Need

75% Improvement In Customer Satisfaction Rating90% Reduction In Employee Wait Time50% Of Tickets With End-to-End AutomationNew Revenue Channel Created With Conversational AI