Leveraging
Challenges
Increase in manual effort for sorting, grouping the SoAs, generating pre-cancellation notice letters, merging the letters at agent level and mailing to Agents/Brokers.
Based on the client type, the process of generating pre-cancellation notice letters had a 30% – 40% variation which led to a further increase in time.
Synergy Solution
After implementing the RPA solution, the bot automatically validated the data generated by the IT team, grouped the data at agent level and sent out the SoA to respective Agents/Brokers via email.
The robot automatically triggered emails with Pre-cancellation Notice letters to respective agents/brokers.