Customer Quote

Intelligent automation can really increase the accuracy and reduce the processing time. These are the benefits we have.

Associate Director

Customer achievements.

Customer Achievements


Of manual processes automated


Decrease in cyle time



Turnaround time reduced by 50% with automation of manual work across functions.

As an insurance company of 20,000 agents dealing with heavy amounts of data, intelligent automation was needed to help ease the stress caused by the amount of repetitive, clerical work, as well as reduce the number of costly errors. After automation was implemented, turn-around time for work processes decreased by 50% with 100% error-free outcomes. 80% of manual processes have been automated.. Departments using intelligent automation include HR, Finance Operations and Reporting, Partner Distribution Bank Agent Onboarding, Compliance, and the Agency Department.

Processes automated.

  • New hire onboarding
  • It Governance
  • Finance operations and reporting

Customer overview.

The company provides insurance services, retirement planning, and wealth management.

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