Insurance

Success stories

Mastery - AXA insurance agency in Barcelona

Creation of the following solutions with kofax, one of the world leaders in robotic process automation and Software RPA .

We have made robotics accessible to SMEs , helping them automate repetitive tasks, reducing errors and optimizing time.

The following solutions have been developed for Mastery.

✦ Generation of list of receipts returned daily.
✦ Download of new policies generated daily.
✦ Lead management and project creation.
✦ Pricing process and project creation for health, home and car.
✦ Pricing process and project creation for CR.
✦ Sending SMS's to customers of returned receipts.
✦ Sending SMS's to customers of canceled policies.
✦ Generation of the list of pending receipts.