160+ hours/month
Hours Saved
Rs 4,00,000+/month
Money Saved
300%
Efficiency Increase
The client operated as a multi-insurer broker, submitting policies across ICICI Lombard, HDFC Ergo, Bajaj Allianz, New India Assurance, and National Insurance portals daily. Their team of 8 data entry operators spent 6+ hours each day logging into portals, filling 15-20 form fields per policy, uploading documents in specific formats, and tracking submission status. The error rate stood at 8%, causing policy rejections that required rework. During peak seasons (monsoon for motor insurance, year-end for health), the team simply could not keep up with volume. The business was turning away new clients because they lacked the capacity to process more policies.
Our team spent 3 days shadowing the data entry team, documenting every step of the submission process across all 5 portals. We identified that 85% of the work was pure repetitive data entry that followed predictable patterns. The remaining 15% involved exception handling (document format issues, portal-specific validation rules, and CAPTCHA challenges). We mapped the data flow from the client's internal system to each portal's form fields and identified optimization opportunities at every step.
We built a Python-based automation engine using Selenium and Playwright that operates as follows: Policy data is uploaded via a structured Excel template. The system validates all fields before processing, flags missing data, and queues valid entries. For each policy, it logs into the appropriate portal, fills all form fields using intelligent field mapping, converts and uploads documents in portal-specific formats, solves CAPTCHAs using AI-powered recognition, and confirms submission. The system runs in headless mode overnight, processing the full daily queue while the team sleeps. A dashboard provides real-time status updates and detailed error reports.
Phase 1 (Week 1-2): Built automation for 2 portals (ICICI Lombard and HDFC Ergo) and ran parallel testing with the manual team. Phase 2 (Week 3-4): Added remaining 3 portals and the status tracking dashboard. Phase 3 (Week 5-6): Deployed CAPTCHA solving, overnight scheduling, and comprehensive error reporting. The entire solution was deployed in 6 weeks with 2 weeks of parallel operation to build confidence.
“Automate India transformed our operations completely. We went from struggling to process 150 policies a day to handling 500+ without breaking a sweat. The overnight processing is a game-changer -- we come in every morning to find all submissions completed. The 6 people we freed from data entry are now generating new business. This is the best investment we have made in 10 years.”
Priya Sharma
Operations Director, A National Insurance Broker