A leading insurance broker was struggling with manual policy submissions across ICICI Lombard, HDFC Ergo, Bajaj Allianz, New India Assurance, and National Insurance portals. Each policy required logging in, filling 15-20 form fields, uploading documents, and tracking status. We built a unified automation system that handles the entire workflow from a single CSV upload.
500+
Policies/Day
160/mo
Hours Saved
<0.5%
Error Rate
5
Portals
Time Saved
160+ hours per month
Estimated ROI
Rs 4,00,000+ monthly savings
Tech Stack
8 Technologies
The client's team of 8 people spent 6+ hours daily manually submitting policies on 5 different insurance portals. Each portal had a different interface, required different document formats, and frequently changed their UI. Error rates were at 8%, leading to policy rejections and client complaints. The manual process was the biggest bottleneck in scaling the business.
We built a Python-based automation engine using Selenium and Playwright that reads policy data from a structured Excel/CSV file, automatically fills forms on each portal, uploads required documents in the correct format, handles CAPTCHAs using AI-powered recognition, and tracks submission status. The system includes intelligent retry logic for portal downtime and detailed logging for audit trails.
Upload policy data via CSV or Excel template
System validates data and checks for missing fields
Automation logs into each portal with encrypted credentials
Forms are filled with intelligent field mapping
Documents are converted and uploaded per portal requirements
CAPTCHAs are solved using AI recognition
Submission is confirmed and status is recorded
Daily summary report is emailed to the team
Our automation uses intelligent element detection that adapts to minor UI changes automatically. For major portal redesigns, our support team updates the selectors within 24 hours.
Yes, the automation operates with authorized credentials and follows the same workflow a human agent would. It simply accelerates the data entry process. All operations are fully logged for compliance.
Absolutely. We can add support for any new insurance portal within 3-5 business days. The modular architecture makes portal additions straightforward.