Cost savings per annum on policy admin operations.
The client is a leading insurance company with primary operations in India. Sales teams spread across geographies collected new policy applications through paper forms with supporting documents, which were then scanned and routed to a central operations team to complete onboarding. The process was entirely manual, with no way to flex against unpredictable, campaign-driven demand.
∙ High TAT of approximately ten days to complete onboarding formalities
∙ Fully manual, paper-based process with no room to scale
∙ Unpredictable inflow tied to campaigns and offers, creating staffing challenges
∙ Multiple systems to manage across different insurance products
∙ Handoffs between sales and operations increased the chance of errors
Aiwozo deployed AI agents to manage the onboarding journey end to end, automating approximately 90% of the process.
Capture agents digitized the insurance application at the source, using computer vision and Intelligent Character Recognition (ICR) to accurately read scanned forms.
Validation agents checked supporting documents for completeness and validity at the local scanning point, catching issues before they created back-and-forth between operations and sales teams.
Underwriting agents auto-populated the extracted data into the Policy Administration System (PAS), completing the fields required for policy issuance without manual re-entry.
Key business and operational challenges that limited performance, scalability, and governance before automation was introduced.
