Motor Policy Cancellation

Motor Policy Cancellation

Use Case Description

Motor Policy Cancellation :
Process Definition: Motor Vehicle Insurance Fees is to be refunded to the policy holder if the current insured vehicle is sold before the end of insurance premium validity .
Requests have to raised in the company website which is to be analyzed by the Support Team to check if the requests is eligible for refund. Each requests takes 1-3 working day to be resolved and per day the team receives up to 50 requests. This entire validation of the requests can be automated by utilizing RPA technology .Bot receives the request through email, validates the authenticity of the attachments and executes the Business logic to check the eligibility . if eligible for a refund ,Bot the sends the request to a Human approver with all supporting Data . Post the approval the refund is initiated.

AS-IS WORKFLOW, TO-BE WORKFLOW

Other information about the use case

Industry categories for this use case: BFSI

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath AI Center, UiPath Assistant, UiPath Document Understanding, UiPath Orchestrator

Other applications that were used: Python , Excel , Outlook , BPM

Other resources: -

What is the top ROI driver for this use case?: Improve customer experience

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