Case Study: Large Insurance Company of India achieves 50% faster quote generation with AutomationEdge

Large Insurance Company in India Fast-tracked Insurance Quote Generation with RPA, Chatbot, Email and WhatsApp

Large Insurance Company of India, one of the top three private-sector insurers, faced heavy inflows of two‑wheeler and SME fire/burglary insurance requests sent as unstructured documents via email, branches, phone and resellers. Manual data extraction caused long turnaround times, frequent data errors and SLA breaches. AutomationEdge was engaged to deploy AutomationEdge RPA integrated with Chatbot, Email and WhatsApp automation to streamline intake and quoting.

Using AutomationEdge’s RPA with web chatbot, WhatsApp and email bots, the insurer automated eligibility checks, quote generation and policy booking; the chatbot has been used by over 60,000 customers, handled 4,000+ SME cases and enables monthly ~10,000 policy bookings. Results include 50% faster quote generation, quote turnaround cut from 1 day to 5–10 minutes, policy booking time reduced from 10 days to 2 days, automated underwriting below INR 1 Cr, near‑zero manual errors, lower back‑office costs and improved customer conversion.