Services We Delivered
Robotic Process Automation
Industry
Insurance
The Client
A fast-growing US-based health insurance agency operating in a multi-carrier ecosystem and managing over 2,50,000 Medicare policies through an extensive agent network.
The Challenge
Our client manages customer policy data across multiple carrier portals and internal systems, making it difficult to track and verify accurately.
- No single source of truth for real-time policy status (pending, active, canceled, future-dated)
- Commission payouts did not consistently match the policies for which the agency was eligible to be paid
- No structured way to compare expected payouts with actual payments
- Missing, lapsed, or unverified policies went unnoticed until after the revenue impact
- Heavy reliance on manual checks makes the process time-consuming and prone to errors
- Limited visibility into data gaps, delaying corrective action and recovery
As policy volumes grew, these gaps compounded, turning small inconsistencies into significant and recurring revenue losses.
The Solution
We built an automated policy verification system that continuously reconciles internal policy data with carrier enrollment records. This is how the automation works:
- Automated runs triggered via dashboard with defined policy scope
- Smart filtering to focus only on policies requiring verification
- Batch-based processing with carrier-level cross-verification
- Automatic discrepancy detection with full audit trail
- Real-time status updates and run-level logging
- Summary reporting for instant visibility into outcomes
This automation has helped the client eliminate manual dependency, improve data accuracy, and gain real-time visibility into policy status.
Results
With continuous verification in place, the agency gained clear visibility into policy data and its direct impact on revenue. What was once a reactive, manual process is now a consistent, measurable system that surfaces issues early and enables faster action.
- 1,000+ policies verified per run with no manual intervention
- 20% reduction in manual effort, eliminating repetitive reconciliation work
- Up to 80% of commission-linked revenue is protected through improved data accuracy
- Complete visibility into policy status, discrepancies, and risk areas
- Proactive identification of cancellations and missed payouts
- Scalable system designed to handle growing policy volumes
By turning fragmented policy data into a continuously validated system of record, the agency moved from reactive fixes to proactive revenue control.