Providing Complete Life Cycle Management Solutions
For a Leading General Insurance Company
EXECUTIVE SUMMARY
- Surveyor Invoice Data Extraction: Where Data from invoices were extracted and uploaded on CRM
- CKYC: Based on master Creating file, validating & uploading the same on system. Download rejected file, generate the report and mail it to concerned team
- Motor Renewal: Compiling datas from master sheet, Dashboard & downloaded files and upload the same on CRM
- Released Commission, Generated Commission & Premium : Execute queries on TOAD, extract Data and generate resultant file and upload the same on CRM.
- Renewal Non Motor files & Renewal Health Files: Extracting & preparing files with data’s from master file & other files.
- Developing AI-based cognitive vehicle damage assessment that increased CX by reducing customer waiting time. This automation gave instant/real-time assessment at the click of a button.
BUSINESS CHALLENGE
The business requirement is to extract, upload, compile & generate files/reports.
Engagement Details
We provided complete lifecycle (development, testing, deployement & maintenece) of the project.
How Conneqt Helped
Understood the process, flow of process and based on requirements developed automation solutions.
Results/Outcomes
The business requirement was to extract, upload, compile & generate files/reports, our solution automated the processes enhancing customer experiences & eliminating human errors in reporting, speeding up the process.
Benefits to the Client
The developed solution provided automation of processes & proper documentation as required by the client.
100% Efficient solution in terms of documentation & reporting.
