Document Generation

Using field mapping technology, Automation Hero can pull data from both structured (CRM system data, spreadsheets) and unstructured sources (emails, Word documents) to create and fill in forms.

usecase-document-generation

Using field mapping technology, Automation Hero can pull data from both structured (CRM system data, spreadsheets) and unstructured sources (emails, Word documents) to create and fill in forms.

A leading German health insurance company had approximately 130,000 closed contracts per year which took on average to 30 minutes to manually handle. Reps had to print out PDF forms and transfer details from the claim in the CRM system to the PDF and then pass it to another department.

Automation Hero automated much of this process, and now it takes each rep only a few minutes to complete.

Using field-mapping technology, Automation Hero ports the data from the CRM system into their PDF system to creates the forms automatically. This saved each sales rep/broker one hour a day, resulting in a $1.2M ROI.

Industries

Previous Use Case

usecase-cross-sell-financial products

Next Use Case

usecase-claim-processing

Insurance

Claims Processing