Accelerating Quotation Generation & Comparison with Precision and Speed
A Leading Insurance Broker Boosts Speed, Accuracy, and Sales with Robotan RPA
Robotan RPA automated the complete quotation generation and comparison process—reducing turnaround from over 2 hours to under 30 minutes, improving accuracy to 99.9%, and enabling the sales team to handle over 3x more requests per day.
About the Client
- Profile: A top IRDA-registered direct insurance broker. They specialise in B2B for all Life and Non-Life insurance products from insurers across India. They've been in this business for 10 years.
- Annual Volume: 15,000 policies
- Location: Rajkot, Gujarat, India
The Problem
Quotation generation and comparison were fully manual—time-consuming, prone to errors, and heavily dependent on RMs for portal operations.
The client wanted speed, scalability, and consistency. These were key to handling growing customer demands. It also helped RMs focus on conversions rather than repetitive manual tasks.
Challenges Before Implementing Robotan RPA
High RM Dependency
RMs had to log in to various insurer portals. They entered customer details repeatedly, generated individual quotes, and created a comparison sheet manually.
Slow Turnaround Time
It took RMs over two hours from receiving a customer request to sharing the comparison sheet. This caused delays in client responses and missed business opportunities.
Error-Prone Comparisons
Manual work in Excel led to mismatches, incorrect values, and formatting issues. These problems impacted client trust.
Scalability Limits
Each RM managed quotes from start to finish. This made it impossible to scale without increasing headcount.
Robotan RPA Solution
Automated Multi-Portal Quote Generation
The Robotan team created a bot that reads RMs' emails with customer needs. It processes multiple emails and handles many quote requests at the same time. The bot logs into all necessary insurer portals and generates each quote without any manual help.
Standardized Comparison Sheet Creation
The bot gathers all insurer quotes into a clear, standard, and accurate comparison sheet. It completes this task in under 30 minutes, no matter how many requests there are.
Zero Manual Re-Entry
Customer details are taken just once from the RM's email file. The bot manages everything else—logging into portals, entering data, fetching quotes, and combining results. This completely eliminates repetitive tasks and errors.
📊 Key Results
| Metric | Before RPA | After Robotan RPA |
|---|---|---|
| No. of Insurers Compared per Quotation | 10 | 10 |
| Quote Generation | 2+ hours | < 30 mins |
| RM Involvement | Fully manual | Only specify customer requirement in Excel file |
| Comparison Accuracy | Prone to error | 99.9%+ |
| RM Response Time | Delayed | Immediate |
| Quote Processing Capacity per Day | ~3 | 10+ |
| Turnaround Time Improvement | Limited | 3x boost |
Final Outcome
With Robotan RPA, the client achieved instant scalability, higher productivity, and unmatched efficiency—all without increasing headcount.
Scalability
The automation consistently handled 10+ quotations per day without performance drop.
Productivity
RMs focused on client engagement and deal closure instead of repetitive portal operations.
Efficiency
Quote turnaround time improved by 3x, enabling faster client closures.
Growth Enablement
Removing operational bottlenecks allowed the broker to serve more clients daily, fueling steady organic growth.
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