Automatic Processing of New Contracts

RPA

RPA Use Case for The Customer Service of A Well Reputed Insurance Company in Germany

The Challenge

Contracts with new customers are closed by field sales and an online portal through their contract management system (SCOUT). The information from the contracts (products, bank account etc.) have to be entered in the inventory system (LF4) to in order finalize the new contract.

With an increasing customer base and new products regularly launched there are more new contracts signed everyday. Entering the information from the contract into the legacy system is time consuming, very manual, rule-base and repetitive.

Our Solution for this client

An RPA Robot was introduced who is receiving the contract as an XML-file through a file share. It is thus not necessary to read out information from the PDF contract. The robot then enters the contract information to the legacy system (LF4).

How It’s Done By The Robot

It starts from – The field sales closed a deal and signs a new contract. How does the robot automate everything after?

Reads and validates the information

Robot automatically reads information about new contracts from SCS through internal file share. It then also validates the information.

Enters the contract data to the inventory system

Robot automatically checks if the contract has been processed already. It will then enter the data or send out the information to the clerk.

Writes and sends the execution protocol

Robot automatically writes the protocol of the process execution and send them to the clerk.

Gives the clerks time to focus on service

Robot does the time consuming, very manual, rule-base and repetitive job of entering information to the inventory system. The clerks focus on customer service.

Automated Process

This is how the actual process looks like. Click on the image to zoom.

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Automated Process

This is how the actual process looks like. Click on the image to zoom.

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Key Result Highlights

Total 21 products

Part 1 – The First Scope With 3 Most Used Products

100%

ACCURACY

80%

SPEED INCREASED

DAY PER YEAR

FTE SAVED

BOT USED

MONTH ROI START

Result of Part Two – The rest of 18 products implemented

Deliver Excellent Customer Service with RPA

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Project Description