Skip to searchSkip to main content
InsurCore

Policy Renewal Robotic Process Automation (RPA)

Solution Overview:

Manual renewal processing consumes 25-40 hours weekly for the average agency, representing one of the largest automation opportunities in insurance operations. Our renewal robotic process automation (RPA) solution transforms this time-intensive process into an efficient, error-free workflow.

Get Started Now

Automated Renewal Documentation Generation

  • Policy renewal notices and certificates
  • Comparison documents showing coverage changes
  • Carrier-specific forms and endorsements
  • Client communication templates

    • Systematic Policyholder Communication Workflows

  • 90-day advance renewal reminders
  • Coverage review notifications
  • Premium change explanations
  • Renewal completion confirmations

    • Intelligent Data Validation and Updates

  • Premium calculations and adjustments
  • Coverage limit verifications
  • Compliance requirement checks
  • Risk assessment updates

    • Exception Handling for Complex Cases

  • High-value policy flags
  • Coverage gap identification
  • Underwriting requirement alerts
  • Manual review routing

    • Business Impact:

    Business Impact

  • Time Savings: 60-80% reduction in renewal processing time
  • Accuracy Improvement: 95%+ elimination of renewal errors
  • Client Satisfaction: Faster turnaround and consistent communication
  • Revenue Protection: Improved retention through timely processing

    • Implementation Timeline:

  • Week 1-2: Current process documentation and analysis
  • Week 3-4: Automation workflow design and approval
  • Week 5-8: Development and testing
  • Week 9-10: Training and gradual rollout
  • Week 11-12: Full deployment and optimization

    • Get Started Now