- Access invoicely application
- Captures coverage details
- Proceeds with coverage renewal, credit check, and select terms
Using AARI (Automation Anywhere Robotics Interface), this bot assists Agents who work with Motor Insurance Coverage. This bot provides customer policy details and status to Agents.
The process starts with the input of the customer name by the Agent and proceeds to fetch policy and status details for further processing.
* Open AARI Portal
* Provide customer first Name
* Bot navigates and access Invoicely application on runner
* Bot captures coverage details and provides to agent on AARI
* Agent confirms and bot proceeds with credit check, terms selection and renewal.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Invoicely Application
- AARI for Web User