Proposal Generation - Using Power Automate

Insurance industry is swamped with manual and paper driven processes with long turnaround time. Even today, most companies have legacy systems making technological changes a challenge.

Predoole has created a power app form, which allows financial agents to collect and update information, which can be stored in a database. Using RPA, the team has designed a workflow that can retrieve information from the DB, populate the values to calculate Insurance Premium. The Insurance premium calculated, and the terms and conditions of the policy will be emailed to the client. Thus by employing latest technologies, the insurance companies can improve their customer service and reduce their turnaround time.