Case Study: HDFC Life achieves 50% reduction in client merge process with AutomationEdge Intelligent RPA

HDFC Life Insurance Achieved 50% Reduction in Client Merger Process with AutomationEdge Intelligent RPA

HDFC Life, a leading insurance services provider, faced high-volume, multi-channel manual processing that led to long turnaround times, errors from unstructured documents, low conversion rates, and heavy manual effort for tasks like pre-claim verification and client merges. To address these challenges, HDFC Life partnered with AutomationEdge and deployed Intelligent RPA, conversational AE chatbots, and RPA bots across web, WhatsApp and email channels.

AutomationEdge implemented automated workflows—chatbot-led quote capture, WhatsApp/email quote generation, pre-claim verification, client-merge automation, CP Mid Joiner and claims maturation bots—integrating with Life Asia and backend systems. The solution delivered measurable impact: 50% reduction in quote generation time, policy bookings increased by 10,000/month via the chatbot, client merge TAT cut from 20 to 10 minutes (50%), 2,500+ pre-claim verification conversations processed, and reduced manpower costs. AutomationEdge’s Intelligent RPA enabled these efficiency and accuracy gains.

HDFC Life