Insurance

Reduce time to resolve from days to minutes

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Change of Address

Problem

A simple change to user information that takes time to be done

Solution

A simple automation follow that takes the request and updates the account in mere seconds 

Impact

no errors and claims get finalized in a matter of minutes

The Process

Send request
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User sends a request to change his address

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AI model access the CRM and validities the user credentials

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The CRM is updated with the new address

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User gets a notification message informing him of the change to the address.

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Quote request

Quote Request

The Problem

Trying to get the requests ready for everyone can fall victim to errors.

Solution

Automation flow that picks up the request, sends it to right channel and send the necessary information to clients.

Impact

Fast, efficient, time saving and satisfied clients.

The Process:

Send request
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A quite request is sent via E-mail

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Zendesk CRM picks up the E-mail

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Zendesk Trigger is activated 

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Ubility NLP picks up the request, identify it as a quote request and extract the product info

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UbiRPA connects to Oracle and acquires the quote information

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The Zendesk ticket is updated and the quote is sent to customer via E-mail

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Claims Processing

The Problem

Time consuming task and prone to human error

Solution

An AI model that detects, analysis and finalize the claim in a matter of minutes.

Impact

no errors and claims get finalized in a matter of minutes.

The Process:

Send Claim request
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User sends their claim via mail

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AI Models picks up the request and analysis it and determine it is a claims request 

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a request is sent to check the CRM for the user credentinals 

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Claims Agent is notified and checks the claim and either approve it or reject it

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user is notified regarding their claims request via mail

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