Automated Data Integrations

Process Development

The Problem

Our managing general insurance agent client was processing submissions into their underwriting system manually and needed an automated approach to be able to scale and improve data accuracy, consistency, and satisfy audit requirements.

The Solution

  • CTS designed a digital process via SS&C Blue Prism to automate all email submissions coming from industry brokers. This process inserts all submission data in client’s underwriting system for users to quote, bind, and generate a policy
  • CTS developed a sanction check for all incoming submissions via the automation process to alert underwriters when an Insured showed up in any sanction databases. This process prevents an underwriter from binding a policy for a sanctioned company.
  • CTS designed a digital process to read PDF files and extract needed data to insert into the underwriting system.

The Results

  • Automated process to read up to 25,000 pages per month with greater than 96% accuracy
  • Data quality improvement
  • Consistency in reporting of sanctions against Insureds
  • 99% availability of automation service to handle client’s volume


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