AgencyTech Solution for Quote Generation

Exdion Solution developed a BOT for Policy Quoting Engine to address the challenge. The policy engine accessed multiple sites of carriers, and generate quotes to that meet the requirements for the
perusal of the CSR / AM. Respective CSR/AM then finalizes the suitable quote and proceeds with renewal process on AMS. The BOT completely eliminated data entry, saving time, money and increased accuracy.

Key Highlights

  • Cost savings of more than $90k
  • Less than 30 minutes spent on creating quotes
  • Streamlined process and optimized business operations
  • Exceptional customer experience

Download Case Study