Case Study: Leading Insurance Company achieves rapid e-delivery of contracts and business continuity with EdgeVerve AssistEdge RPA

A Leading Insurance Company Leveraged AssistEdge to Ensure Speedy e-delivery of Contracts Amidst COVID-19 Crisis

Leading Insurance Company faced a sudden shift to remote work during the COVID-19 pandemic that left financial representatives without access to mailed insurance contracts, creating an urgent need for short-term e-delivery so policyholders could sign and new policies could be processed. The company engaged EdgeVerve and its AssistEdge RPA bots to address this challenge.

EdgeVerve implemented AssistEdge RPA bots to monitor a shared folder, validate contract PDFs, submit them via an API, move processed files, and send a consolidated email after 6 am for follow-up. As a result, Financial Reps gained prompt digital access to contracts, customer queries were handled faster, policy requirements were met, and contract delivery and policy processing were significantly expedited.