Customer Quote

Solution was Designed in a way with Automation 360™ to eliminate 95% of our client’s manual work empowering them to focus on delivering the highest quality insurance and retirement solutions for their customers.

Dhaval Bhatt
Tech Mahindra Business Development Manager — AI & Automation Platforms

Customer achievements.

Customer Achievements


Hours saved annually


Faster processing




Decrease in manual work

Achieving 40% faster – and immeasurably easier – workflows.

Tech Mahindra designed a solution to eliminate the manual process of their client’s employees having to download reports from 100 Different Websites one at a time. Prior to automation, a team of 7 employees were tasked with the downloading of regular reports from over 100 various carrier websites. With each download employees faced numerous layers of data security, from one-time passwords to security questions, and there were frequent changes in data parameters. The delays caused by the layers of data security also led to delays in the downstream processes of dashboard production and monthly reporting.

With Tech Mahindra’s Automation 360 software platform solution the processes of reading credentials, logging in to carrier websites, first authorization authentication, authenticating one-time passwords, downloading reports, and sending status notifications are now automated. The average download time is reduced from ten to six minutes, with just one employee needed to monitor the process.

Processes automated.

  • Statement downloads from 100 Different websites and email, where website UI were periodically changing

Customer overview.

Tech Mahindra is $5.1 billion company focused on leveraging next-generation technologies such as 5G, blockchain, cybersecurity, AI, Metaverse and more to enable end-to-end digital transformation for global customers.

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