A2019 - AARI for Web - Motor Coverage Policy

Using AARI (Automation Anywhere Robotics Interface), this bot fetches motor coverage details for Agent and proceeds with with credit check, terms selection and renewal.

Meet AARI - Your digital assistant at work

Top Benefits

  • Improve sales team productivity by up to 30%.
  • Speed up reporting cadence to focus team on the right priorities.
  • Fast, efficient motor coverage processing whenever you need it.

Tasks

  • 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.

Meet AARI - Your digital assistant at work

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
November 5, 2020
First Published
October 21, 2020
Enterprise Version
A2019
ReadMe
ReadMe
Support

See the Bot in Action

Retrieves policy information and status
Logging into invoicely application
Fetching holder details
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Retrieves policy information and status
Logging into invoicely application
Fetching holder details

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Invoicely Application
  • AARI for Web User