How Maruti Techlabs Simplified Medicare Policy Sales for HealthPro Insurance, Cutting Processing Time by 50%

Case Study

How Maruti Techlabs Simplified Medicare Policy Sales for HealthPro Insurance, Cutting Processing Time by 50%

Services We Delivered

Devops

Robotic Process Automation

Industry

Insurance

The Client

Our client, HealthPro Insurance, ranks among the top five Medicare insurance brokers in the United States. Certified by Healthcare.gov, they specialize in offering guidance with affordable health insurance and support for Dental, Vision, and long-term life insurance.

Challenges

Our client, HealthPro Insurance’s manual customer data uploads took 10-12 hours, resulting in missed uploads and technical issues.

Here is a comprehensive list of challenges they faced with data management.

Migrating customer data to the CRM consumed a significant amount of time.
Agents had to follow a repetitive process to upload customer data.
Errors like ‘429 rate limit’ and ‘Unable to load page’ increased the complexity of data uploads.

Solution

Here is the solution our experts implemented for HealthPro Insurance.

A Selenium script logs in as an admin and refreshes the ‘Payment’ column that doesn’t reflect the status ‘As of Today.’
The script scrapes data, selects a date range, and exports records via email.
The script downloads and uploads customer records to Vtiger CRM.
AWS Batch as a service runs each script independently and stops post-execution.

Results

Our solution streamlined policy data collection, delivering key benefits like:

Agents can now access real-time policy status in the CRM.
Automated clerical tasks to enhance agent productivity.
Facilitate 75% faster CRM updates.
Improved data accuracy with no data duplication.
Boosted customer satisfaction and prevented business loss due to untimely data access.
Reduced spending by implementing AWS Batch as a service.

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How Maruti Techlabs Simplified Medicare Policy Sales for HealthPro Insurance, Cutting Processing Time by 50%

Services We Delivered

Devops

Robotic Process Automation

Industry

Insurance

The Client

Challenges

Solution

Results

Download Your Free Case Study Today.

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