Insurance Policy Renewal bot

YOUR POLICY RENEWAL PROCESS AUTOMATED IN JUST 4-6 WEEKS.

End-to-end automation that saves you time and money and most importantly, gives you peace of mind during policy renewal season.

How We Do It

Our bots can completely automate the entire policy renewal process and easily handle any volume. The bot downloads renewal reports from the carrier website or by logging into your agency management system. Once the renewal reports are downloaded, the bot will extract policy data using OCR, locates each policy in your agency management system and validates the policy data with the previous year’s reports. Then the bot performs the policy renewal activity in your agency management system and e-mails the renewal certificate to the policyholder. All thanks to Intelligent Automation integrated with OCR.

See The Bot In Action

The Need For Automation

Eleviant RPA bots can automate the entire policy renewal process in your agency management system, and you never have to worry about policy renewals ever again. For any Insurance Agency handling 20000 customer policies and a minimum of 50 to 100 policy renewals daily, the bots can save 100+ hours week-in-week-out. The processing time is cut in half, and the bot can handle any volume making it easier during the renewal season. With very minimal implementation cost and just the monthly recurring fee, you can expect ROI starting from the first month onwards.

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.