Insurance Use Cases

How Automation Hero works within Insurance

Discover intelligent automation use cases, demos, case studies, blogs, and eBooks all for the insurance industry

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More Insurance Use Cases


End-to-end document processing for any type of document

Document processing is one of the trickiest problems …


Process proof of prior insurance documents

One of the most common steps in onboarding …


Automate multiple aspects of underwriting

Underwriting is essentially risk assessment, and in the …


Handling urgent customer complaints

All companies receive complaints, but not all complaints …


Make email processing more efficient

Daily worldwide email processing has increased steadily, with …

Intent detection and NLP

Invoice processing and approval automation

Invoice processing is a laborious and time-consuming process.


Automate weekly sales commission documents

Don’t make salespeople do extra data entry.

two people looking at a computer screen to cancel their insurance policy

Cancel an insurance policy automatically

Learn how Automation Hero can help insurers automate …

two people looking at paper discussing handwriting recognition

Translate text into usable data with handwriting recognition

Discover how Automation Hero translates text into usable …


Classify documents with intelligent character recognition

Classify documents with intelligent character recognition.

Automated scheduling for meetings

Schedule meetings automatically

Reduce the time it takes to confirm appointments.

This photo shows CRM automation.

Speed up CRM data entry

Increase team productivity and revenue with CRM automation.

Sales conversion rate

Improve sales conversion rates

Augment decision-making and see an uplift in revenue.

Churn prediction

Anticipate churn prediction

Analyze customer behavior to prevent churn.

Improve customer retention

Reinforce customer retention

Be notified before a customer cancels their policy.

Automate repetitive tasks

Automate common customer requests

Automate proper next steps based on the intent.

Speed up claims processing

Expedite claims processing

Eliminate repetitive processes required to process a claim.

Data extraction

Gain business insight from data extraction

Pull data from sources to populate forms.

Identify insurance cross- and upsell opportunities

Optimize insurance cross selling and upselling

Alert the relevant sales rep of cross-sell opportunities.

See customer insights in real time

See customer insights in real time

Pull customer information in the moment.

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