Case Study: AA-Rated Trade Credit Insurance Company achieves 50% reduction in credit limit request time and frees 2,440 hours/month with UiPath

AA-Rated Trade Credit Insurance Company - Customer Case Study

AA-Rated Trade Credit Insurance Company faced a slow, manual credit limit request underwriting process where underwriters had to manually gather varying levels of information from internal teams (Risk & Policy) and external sources (customer sites, Google News). UiPath was engaged to automate the workflow using UiPath Robots to collect and assemble the required data.

UiPath Robots aggregate and present the information on dashboards for underwriters, cutting processing time from 4–18 minutes down to 2–11 minutes (a 50% reduction per request). The automation handles ~900 cases/day and frees about 2,440 hours per month, giving underwriters significantly more time to work directly with customers.