Applied Epic CSR24 Account setup Automation Bot

Perform your Applied Epic CSR24 account setup unattended.

Deploy Eleviant digital workers for end-to-end account setup automation in just 4-6 weeks.

How We Do It

Eleviant’s RPA bot logs in to the Applied Epic, locates account details and extracts the policyholder information. It logs in as administrator in the CSR portal and updates the account information with the extracted data. On the other hand, if there is no existing account in the CSR portal for the policyholder, the bot creates a new account and feeds the details extracted from Applied Epic, along with the relevant account permissions. Finally, after completing the account creation process, the RPA bot sends the CSR portal login credentials to the policyholder via email.

See The Bot In Action

The Need For Automation

Insurance brokers and Agencies have given the policyholders the convenience of self-service with the CSR24 portal to access policy details and request assistance in just a few clicks. Now, by deploying our Eleviant automation bot, you can completely perform the account creation and updating process in CSR24 portal with zero human intervention, only making it two times faster and error-free. Plus, with the few hundred productive works hours saved every month, your teams can focus on more high-value tasks.

Numbers That Speak For Themselves

Carriers We Support

Our bot readily integrates with your Applied Epic system and can extract statements from popular carriers including Travelers, W.R Berkley, Markel and many more.

Why Eleviant

With over a decade of automation experience, we design, develop, and deploy bots tailored to the unique process needs of businesses across industries, saving time and money while improving operational efficiency.