Automating Policy Creation to Enhance Speed, Accuracy, and Customer Experience
A leading insurance organization faced significant delays in policy creation due to the manual effort required to enter data across multiple outdated legacy systems. With thousands of policies generated daily and varying documentation workflows—often needing to reach brokers before customers—the process was time-consuming and error-prone.
To streamline operations and improve customer satisfaction, Pega’s Robotic Process Automation (RPA) was implemented, automating 80% of the manual steps involved in policy creation and documentation.
This automation dramatically reduced policy transaction times and document generation from weeks to just minutes. It also minimized compliance risks and eliminated human errors, delivering faster, more accurate communication to customers and brokers while freeing teams to focus on higher-value tasks.
Technology Used
C# Core Insurance Policy Admin Application
Connectors for Adobe Pdf, MS Excel, MS Word, MS Outlook
Automated Multi-System Data Entry
Leveraged Pega RPA to automate 80% of manual steps across multiple legacy systems, reducing reliance on human intervention.
Faster Policy Documentation Delivery
Cut down document generation and delivery times—from weeks to minutes—ensuring timely communication with customers and brokers.
Improved Accuracy and Compliance
Eliminated manual errors and reduced compliance risks by standardizing data handling and documentation processes.
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