Automation Use Cases in Insurance.


  • Data Entry & Aggregation
  • External Data Sourcing
  • Medical Record Review (Life)
  • Fraud Detection
  • Risk Assessment
  • Product Development
  • Pricing

Claims Management

  • Claim Intake
  • Settlement Notification
  • Payment Processing
  • Adjuster Assignment & Triage (P&C)
  • Subrogation (P&C)
  • Physician Statement Collection (Life)
  • Fraud Detection
  • Claim Review & Approval
  • Investigation & Adjudication (P&C)

Policyholder Service

  • Policyholder Info Updates
  • Customer Service Support
  • Policyholder Billing
  • NIGO Remediation (Life)
  • Surrenders & Lapses (Life)
  • Renewals & Cancellations (P&C)
  • Payment Status & Processing
  • Policy Issuance

Agency Management

  • New Agent Setup
  • Agent Licensing
  • Agent Compensation
  • Agency Performance Reporting
  • Policyholder Service

Data Management

  • Data Mining
  • Data Validation
  • Legacy System Data Migration
  • Compliance & Internal Audit Data Testing


  • Accounts Payable/ Invoice Processing
  • Accounts Receivable
  • GL Reconciliations
  • Manual Journal Entries
  • Treasury Operations
  • Management & External Reporting
  • Tax Master Data Management

Apply intelligent automation for risk, costs, and customer experience.

Harness intelligent automation, AI, and RPA across insurance operations, including:

  • Effortlessly extracting data from diverse documents.

  • Efficiently managing and organizing extensive data sets.

  • Rapidly addressing customer inquiries.

  • Recognizing cross-selling prospects.

Discover the benefits of intelligent automation for insurance operations.

Reduce costs

Streamline insurance operations and improve productivity by automating repetitive processes.

Accelerate claims handling

Automate document processing and claims workflow to improve timeliness and accuracy.

Enhance underwriting

Improve access to internal and external data sources to enrich risk analysis and product development.

Improve customer service

Provide real-time access to, customer data and accelerate completion of customer requests.

Increase policyholder retention

Identify retention risks and proactively offer products/services to meet customer needs.

Empower human resources

Free-up employees to perform value-adding analytical activities.

Intelligent automation fuels expansive digital transformation at Dia-ichi Life insurance company.

Dai-ichi Life chooses Automation Anywhere for exceptional ease of use that allows users to create bots without prior programming knowledge.


We are saving 132,000 hours annually by implementing RPA to perform 460 tasks across the company.

Kei Maedomari,
Life Insurance Manager, Business Process Planning Department


processes automated


months average ‍ROI per process


months break-even point

Intelligent automation is ready for every department and function, even legacy systems.

Eliminate manual data extraction for claims management

Document Automation extracts data from various forms, RPA aids coverage verification, triage, and claims assignment, while CoE Manager offers claims analytics on volume, frequency, severity, type, status, and closure time.

Collect, organize, and aggregate all underwriting data, hands-free

Document Automation extracts data for risk analysis and pricing in commercial insurance. RPA formats data for underwriting and actuarial analysis, while attended automation aids collaboration with CSRs and agents.

Improve customer experience with a little help from bots

Attended automation enables customer service representatives to quickly aggregate customer and product information, address service requests, cross-sell insurance products, and interact with underwriters in real-time.

Automate complex Insurance processes end to end.

See how intelligent automation helps accelerate everything from claims handling to product development.

Request a demo

Drive operational agility and speed from claims velocity to customer experience with the Automation Success Platform.

Eliminate the backlog of document-intensive processes that continue to tie up resources and keep insurers from improving process effectiveness across the business. The Automation Success Platform works across legacy systems, enabling immediate productivity and customer experience gains.

See how intelligent automation is transforming insurance.


See how AI and RPA empower insurers to invigorate productivity, enhance customer experience and ignite innovation, by embracing digital transformation and automating insurance functions to gain a competitive edge.

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Read ebook


3 ways RPA improves insurance automation and efficiency right out of the gate.

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Read blog


Learn about trends, benefits, and use cases in automation to drive efficiency in Insurance.

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