Case Study: Kotak Life Insurance achieves 95% faster quote generation and 24/7 automated processing with AutomationEdge RPA

Kotak Mahindra Life Insurance Accelerated Process Efficiency Using AutomationEdge RPA Bot

Kotak Life Insurance, a leading Indian insurer with 15 million customers and 232 branches, faced time-consuming, error-prone manual processes across EOD‑BOD job executions, quote creation, and monthly actuarial data handling — including running 77 batch jobs, 41 DB jobs, 31 CL jobs and other legacy tasks. To address this, Kotak Life Insurance engaged AutomationEdge and deployed AutomationEdge RPA bots and plugins to streamline these repetitive, rule‑based activities.

AutomationEdge implemented RPA bots to perform real‑time job monitoring and alerts, run SQL queries and extract data to Excel, automate quote creation (data validation, macro-driven calculations, PDF generation and emailing), and process actuarial file uploads and confirmations. The AutomationEdge solution cut quote generation TAT from 45 minutes to 2 minutes, generated quotes for 150+ corporate clients, enabled 24/7 file processing, and delivered faster project implementation in eight sprints.

Kotak Life Insurance