Results / Finance and SAP
No policy expires unnoticed
Once a month the people responsible get a list of every policy expiring next month. Renewals are planned in time.
- Client
- Leading regional energy and agribusiness group (NDA)
- Industry
- Finance and SAP
- Systems
- SAP, Excel, Outlook
30 days
advance warning
1
email a month, all policies
~9 h
a year, and less risk
01The challenge
The group holds many insurance policies: property, vehicles, liability. A policy that expires unnoticed means a period without cover, a risk nobody wants to discover after a claim.
Whether anyone noticed an expiring policy in time depended on someone remembering to check.
02What the bot does
- At the start of the month it works out the date range for next month.
- In SAP it runs the report of policies expiring in that range.
- It exports the list to Excel.
- It emails it to the people responsible for renewals.
03The result
Renewals are planned a month ahead, not after the fact. In hours it’s only about 9 a year, but one missed policy costs more than the bot.
Manual work per year
Talk to us
What work does your team do only because someone has to?
Book 30 minutes. Show us the process and we’ll tell you whether it’s worth automating, how long it would take and how much time it gives back. You talk directly to the developer who builds the bot, not a salesperson.