Case Study
Services We Delivered
Devops
Robotic Process Automation
Industry
Insurance
The Client
Our client, HealthPro Insurance, ranks among the top five Medicare insurance brokers in the United States. Certified by Healthcare.gov, they specialize in offering guidance with affordable health insurance and support for Dental, Vision, and long-term life insurance.
Challenges
Our client, HealthPro Insurance’s manual customer data uploads took 10-12 hours, resulting in missed uploads and technical issues.
Here is a comprehensive list of challenges they faced with data management.
- Migrating customer data to the CRM consumed a significant amount of time.
- Agents had to follow a repetitive process to upload customer data.
- Errors like ‘429 rate limit’ and ‘Unable to load page’ increased the complexity of data uploads.
Solution
Here is the solution our experts implemented for HealthPro Insurance.
- A Selenium script logs in as an admin and refreshes the ‘Payment’ column that doesn’t reflect the status ‘As of Today.’
- The script scrapes data, selects a date range, and exports records via email.
- The script downloads and uploads customer records to Vtiger CRM.
- AWS Batch as a service runs each script independently and stops post-execution.
Results
Our solution streamlined policy data collection, delivering key benefits like:
- Agents can now access real-time policy status in the CRM.
- Automated clerical tasks to enhance agent productivity.
- Facilitate 75% faster CRM updates.
- Improved data accuracy with no data duplication.
- Boosted customer satisfaction and prevented business loss due to untimely data access.
- Reduced spending by implementing AWS Batch as a service.
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