Case Study
Unimed Litoral
Transforming Healthcare Operations with AutomationEdge’s Intelligent Automation
Headquartered in Brazil, Unimed Litoral is a leading healthcare provider offering insurance, hospital, and diagnostic services across multiple cities.
100,000+
Customers served across operations
13
Cities covered by the healthcare network
3+ Days → 1 Day
Reduction in proposal processing time
20,000+
Proposals automated annually
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Unimed Litoral faced growing operational challenges due to manual, document-heavy processes and increasing proposal volumes. To improve efficiency, reduce processing delays, and enhance customer experience, the organization implemented AutomationEdge’s intelligent automation platform.
Automation Goals
- Automate proposal processing and back-office workflows
- Reduce dependency on manual data entry and validation
- Improve processing speed and turnaround time
- Eliminate inefficiencies caused by unstructured data
- Enable scalable operations to handle growing volumes
- Enhance customer onboarding and service experience
- Build a structured and scalable automation framework
Process Overview
AutomationEdge analyzed Unimed Litoral’s operations and identified proposal processing as a high-impact automation opportunity.
The solution introduced a standardized and automated workflow:
Before Automation
- Sales teams submit data via emails, images, or forms
- Back-office teams review and validate information manually
- Data entered into internal systems
- Proposals processed with delays
After Automation
- Standardized templates used for proposal submission
- Automation bot captures and validates data
- Only complete and accurate proposals processed
- Data integrated directly into backend systems
- Real-time notifications sent to stakeholders