Success StoryLeveraged RPA For A Futuristic Marketing Campaign Code Generation Process For Leading P&C Insurer

A large Property & Casualty (P&C) Insurance organization with more than 50+ million members across North America was looking to improve the marketing process, and they reached out to Exavalu to automate the marketing campaign code generation process through RPA.

Challenge

1

An in-depth assessment of the situation revealed that each marketing campaign code was unique for different markets, which meant that the creation of individual codes increased the volume of transactions. The business analyst then had to conduct the repetitive process of verifying the campaign codes received from each club and entering them into the mainframe application. This time-consuming process, combined with the availability issues of business analysts trained in mainframe application and campaign code process resulted in growing backlogs, that increased pressure on the system.

The Difference Exavalu Delivered

  • Utilizing the UiPath RPA framework with mainframe terminal emulation activities, we automated the marketing campaign code process by building an unattended bot.

Services Offered

  • Exavalu Service Accelerators

Benefits

1

Identifying Exceptions: Reviewed all the business rules and identified exception scenarios.

2

Integrated Validation Tool: Included built-in business rules validation in the dispatcher process to improve the success rate.

3

Implemented Activities: Implemented “Direct Connect” activities for Mainframe Terminal sessions.

4

Training Deployment: Coached mentored 2 RPA developers to build 2 processes (Dispatcher Performer) and deploy them into production.

5

Process Optimization: Optimized the current process.