Underwriters at an insurance company faced a rising volume of customer inquiries, ranging from simple to complex. Each request required the team to extract specific customer details, such as policy numbers, to enter into their ticketing system. This time-consuming task affected the underwriters’ ability to promptly investigate and respond to inquiries, impacting overall efficiency.
The insurance company teamed up with Greenlight Consulting to transform their customer inquiry handling. Greenlight’s advanced automation solution seamlessly integrated with the client’s email server and ticketing system, automatically extracting key details from emails, generating detailed tickets, and assigning them to underwriters. This significantly reduced administrative burdens, enabling underwriters to concentrate on core tasks.
Greenlight Consulting deployed an advanced automation solution using UiPath Unattended Robots and UiPath Integration Service. This technology suite effortlessly enabled the extraction of essential information from incoming emails and the automatic generation and assignment of detailed tickets.
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