Less bureaucracy, more agility: How automation transformed broker management.
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Less bureaucracy, more agility: How automation transformed broker management. With the integration of UiPath, EasyVista, and SAP, a leading Portuguese insurance company eliminated manual work in access provisioning. Now, brokers get the critical data they need in the blink of an eye, freeing the team from backlogs. The challenge. To streamline access management and support commercial growth The access management team at one of Portugal's leading insurance companies was overwhelmed by a high volume of permission requests for brokers. These requests, submitted via the EasyVista platform, spiked primarily at the beginning of the year and at the start of each quarter. Despite the team's best efforts, pending requests kept piling up, creating a bottleneck that delayed commercial operations. How Inspireit made IT matter. Inspireit deployed a smart UiPath integration to automate the entire request lifecycle instantly To automate access provisioning, Inspireit identified request characteristics and mapped process workflows to implement a UiPath-based solution that executes every stage of the ticket lifecycle. In practice, this delivers: * Request standardization: Normalizing ticket formats so they are instantly recognized by the software robot. * Application integration: The robot processes key data from each request - such as the broker's tax ID (NIF), account number, and...
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