INDUSTRY: INSURANCERepresentative example
Tags:Quote AutomationAI + RPA

Cutting an Insurance Broker's Quote Turnaround from ~2 Days to Same-Day

Same-day
quote turnaround (was ~2 days)
~12 hrs/wk
manual data entry removed per handler
~30%
fewer data-entry errors
5 weeks
from kickoff to live

Client Overview

Representative example. A European insurance broker that gathers quotes from multiple insurers on behalf of its clients. Handlers were spending much of their day re-keying the same client details into several insurer portals — slow, repetitive work that scaled badly as enquiry volume grew.

Key Takeaways

  • Replaced manual, repeated data entry across insurer portals with a single automated workflow
  • AI reads inconsistently formatted quote documents so details are never re-typed
  • Quotes compiled into one comparison for the handler to review
  • Built and live in 5 weeks as a fixed-scope pilot

Handlers re-keyed the same client details into several insurer portals to gather quotes. It was slow, repetitive and error-prone, turnaround stretched to a day or two, and mistakes meant re-work — a growing bottleneck as volume increased.

The broker worked with RPAverse to remove the manual quote-gathering step. Using UiPath for the portal work and AI for the document reading, we scoped one process and shipped it live in five weeks.

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Turning Repetitive Quote Gathering into a Single Automated Step

The handler enters the client's details once. From there the automation does the repetitive work across each insurer.

The pilot focused on one clearly scoped process, built to run reliably and hand back only what needs a human:

01

Capture Once

The client's details are entered a single time instead of re-typed into every portal.

02

Portal Automation

A UiPath bot logs into each insurer portal and requests the quotes.

03

AI Document Reading

AI reads the inconsistently formatted quote documents so nothing has to be re-keyed.

04

Single Comparison

The quotes are compiled into one comparison view for the handler.

05

Exceptions to a Human

Anything unusual is flagged for a person to handle, with the context attached.

06

Fixed-Scope Pilot

Delivered as a five-week pilot on one process, ready to scale to others.

What Made This Work

The aim wasn't to automate everything at once — it was to take one painful, high-volume process and make it reliable:

  • RPA handles the repetitive, rules-based portal work
  • AI handles the judgment: reading documents that never look quite the same
  • Handlers keep control — they review the final comparison and any exceptions
  • Scoped to one process so it could go live quickly and prove value

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Representative Results

Figures are approximate and representative of this type of engagement, not an audited result for a specific named client:

1

Quote turnaround cut from ~2 days to same-day

2

~12 hours/week of manual data entry removed per handler

3

Data-entry errors down ~30%

4

Live in 5 weeks

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