The bot logs in to the carrier website, filters the pending policies for cancellation and download attachments and extracts the data using OCR technology. It launches the agency management system, locates the policies, attaches the downloaded document, and creates an activity. The RPA bots will send the notification of policy cancellation via email to the policyholder and attach a copy of the email in the attachments section of your agency management system. Once all the policies are transacted and emails are sent, the bot will finally email the process summary to the stakeholders.

And that’s not it. After completing the NOC process, the bot will periodically login to the carrier websites to check whether the NOC policies have been reinstated after payment. Once the policies are active, the bot will download associated policy reinstatement documents and attach them to your agency management system.