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RPA

RPA

Empower Your Team with RPA Bots

Meet your digital colleagues! From efficient policy reviews to streamlined claims processing, our RPA Bots elevate your brokerage with unparalleled automation. Explore the future of insurance operations.

Book a demo
RPA for Insurance

Robot revolution

RPA for Insurance

We transform insurance brokerages and agencies by harnessing the power of robotic process automation – software robots. These digital colleagues:

  • Free up your valuable resources
  • Eliminate errors
  • Minimize hiring needs
Policy comparison

Policy comparison

RenewalAssist Bot

Implement the RenewalAssist Bot to reduce policy backlogs, enhance customer retention, and repurpose your team’s time by swiftly reviewing policies and proactively assisting at-risk clients.

Carrier portal transfers

Carrier portal transfers

UploadAssist Bot

Extracting vital info from Quotes and Apps, it seamlessly transfers details to the carrier portal, completes the Quote/Issue sequence, and sets policy suspense for brokers—maximizing efficiency and reducing manual workload.

Claims validator

Claims validator

ClaimsSync Bot

Your data reconciliation expert. Effortlessly cross-reference Carrier Claim Reports with your BMS data, ensuring precision, saving time, and optimizing claims management. Goodbye to discrepancies, hello to efficiency.

Efficient data acquisition

Efficient data acquisition

LossHistory Bot

LossHistory Bot automates loss history and motor vehicle report retrieval. It reads request data, submits, assigns charges, and imports reports to your BMS, streamlining underwriting data retrieval.

Flows that generate more time for your team.

Find out how automation can boost your efficiency while empowering your team.

Book a demo

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