Feb 09, 2024
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Completed
Automate Insurance Certificate Creation from Chubb insurance site Using Power Automate RPA
$10,000+
2-3 months
United States, Edison, New Jersey
2-5
Service categories
Service Lines
QA and Testing
Domain focus
Manufacturing
Subcategories
QA and Testing
Installation
Challenge
The client’s manufacturing business has been booming, with their goods being exported all over the world and valued in the millions of dollars. For adhering compliance of their exported products, the client has opted to insure their consignments using the trusted insurance provider. The client has chosen Chubb insurance provider based in Singapore. However, the finance team has been facing a considerable challenge in the form of manually generating insurance certificate for the sales invoice on Business Central application.
The client’s manufacturing business has been booming, with their goods being exported all over the world and valued in the millions of dollars. For adhering compliance of their exported products, the client has opted to insure their consignments using the trusted insurance provider. The client has chosen Chubb insurance provider based in Singapore. However, the finance team has been facing a considerable challenge in the form of manually generating insurance certificate for the sales invoice on Business Central application.
Solution
In order to address the issues created by this manual the process of generating the insurance certificates on the Chubb portal for sales invoice from business central portal. The client reached to Veelead Solutions for a more efficient solution and automation. Our expert Power Automate team stepped in and developed a Power Automate RPA Flow that seamlessly integrates with Business Central and chubb insurance portal. This new process streamlined the insurance application process by automating it from start to finish. Power Automate RPA Flow reads data from the sales invoice in Business Central and logs into the Chubb portal.
In order to address the issues created by this manual the process of generating the insurance certificates on the Chubb portal for sales invoice from business central portal. The client reached to Veelead Solutions for a more efficient solution and automation. Our expert Power Automate team stepped in and developed a Power Automate RPA Flow that seamlessly integrates with Business Central and chubb insurance portal. This new process streamlined the insurance application process by automating it from start to finish. Power Automate RPA Flow reads data from the sales invoice in Business Central and logs into the Chubb portal.
Results
The robotic automation process implemented by Veelead Solutions for the client’s insurance application process offers several benefits, including time-saving, increased efficiency, improved accuracy, and faster turnaround time. The automated process eliminates the need for manual data entry and reduces potential errors, resulting in a more efficient and accurate process. This leads to a faster turnaround time for applying for insurance certificates, freeing up valuable time for the finance team to focus on other important tasks.
The robotic automation process implemented by Veelead Solutions for the client’s insurance application process offers several benefits, including time-saving, increased efficiency, improved accuracy, and faster turnaround time. The automated process eliminates the need for manual data entry and reduces potential errors, resulting in a more efficient and accurate process. This leads to a faster turnaround time for applying for insurance certificates, freeing up valuable time for the finance team to focus on other important tasks.