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InsurCore

Intelligent Account Management & Portal Automation

Solution Overview: 
Client portal setup and account management typically requires 45-60 minutes per account, creating bottlenecks in client onboarding and service delivery. Our robotic process automation (RPA) solution streamlines these processes while ensuring consistent, error-free execution.

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Robotic Process Enhancement:

Automated Customer Portal Account Creation

  • New client account setup in CSR24 or agency portals
  • Document and policy linking
  • Access permission configuration
  • Welcome email and credential distribution

    • Systematic Information Synchronization

  • Real-time data sync between AMS and portal
  • Policy update propagation
  • Contact information maintenance
  • Document library management

    • Intelligent Permission and Access Management

  • Role-based access control setup
  • Multi-user account configuration
  • Authorized representative management
  • Security compliance verification

    • Business Impact:

    Business Impact

  • Efficiency Gains: 75% reduction in account setup time
  • Consistency: Standardized setup process eliminates variations
  • Client Experience: Faster portal access and improved functionality
  • Staff Productivity: CSRs freed for complex client service tasks

    • Integration Capabilities:

  • Applied Epic CSR24 - Full automation support
  • AMS360 Client Access - Streamlined setup workflows
  • Custom Agency Portals - API-based automation
  • Third-Party Platforms - Integration development available
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