Automating Customer Onboarding Process for An Insurance Company

Register for Webinar

RPA and AI: Automation in Accounting and Finance
March 11th   1:00 PM EDT

Register for

A Leading Insurance Company Uses Nividous Smart Bots to Automate its Customer Onboarding Process


Reduction in FTE


Process tasks were automated


Reduction in fraudulent data


Improved data accuracy


  • Insurance

Processes Automated

  • Customer onboarding using AI and ML
  • Underwriting of new business proposals
  • Auto-termination pay-outs
  • Premium calculation
  • Mobile automation using WhatsApp

Hyperautomation Highlights

  • Facial authentication and liveliness detection
  • Face comparison between images captured via mobile device with images in KYC documents
  • Data entry from the point of origin
  • Natively embedded workflow and an intuitive interface for human review

Automating Customer Onboarding with Intelligent Automation for an Insurer

The customer onboarding process required insurance agents to collect end-customers’ primary details and supportive documents in the field using a hand-held android device. The process required significant involvement of back-office staff in manually verifying and approving these documents. The biggest challenges were detecting fraudulent activities and expediting the verification process.

Nividous Smart Bots with native Machine Learning capabilities were successfully deployed to automate the complete process. The Bots with intelligent OCR capabilities can accurately capture text and images from a range of documents, and autofill the data in a mobile app-based application form.

Download Full Case Study
parallax background

Nividous Smart Bots with natively embedded cognitive capabilities have allowed us to deliver a wow onboarding experience that includes real-time mobile engagement, self-service, and omnichannel communications. We can create a competitive edge—all while ensuring compliance and automating due diligence.

Deputy Vice President- Change Management & Strategic Projects

A Leading Life Insurance Company


Guaranteed Production Roll-out of a Trained RPA Bot in 3-4 Weeks

Guaranteed Production Roll-out of a Trained RPA Bot in 3-4 Weeks

Latest Blogs

March 2, 2021
Top 10 RPA Case Studies

Top 10 RPA Case Studies

Looking for a way to implement automation in your business? Read these RPA case studies to see how other companies got started.
February 24, 2021
What Is Intelligent Automation?

What Is Intelligent Automation?

What is intelligent automation, and how can it benefit your company? Get the basics in this primer.
February 1, 2021

Top benefits of RPA (Robotic Process Automation) and its application across industries

According to the latest forecast from Gartner, a leading industry analyst, “Global robotic process automation (RPA) software revenue is projected to reach $1.89 billion in 2021, […]