How our Process Automation (PA) generated time and cost savings, and increased compliance.

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Automation is fastly becoming a key differentiator among global insurance providers. Subsequently, pressure is increasing on teams to meet the growing demands of customers. Trissential’s process automation services help organizations find new ways to stay relevant, compliant, and profitable. 

Working in partnership, PA was implemented and improved across several essential functions. Similarly, we delivered cost and time savings and increased compliance across the board.

With its PA journey already underway, our client turned to Trissential to accelerate its progress towards these aims. Meanwhile, the Trissential team immediately got to work integrating with existing automation squads. So, we enhanced the current programs and increase the processing pipeline for future automation.


  • Obtaining and combining data from multiple sources
  • Optimizing partly automated processes
  • Processing over 100,000 customer records in reasonable timeframes


Certainly, Expleo’s multi-skilled team of consultants utilized our process automation services along with a range of complementary integrated technologies.

For instance, we automated adjuster compliance by combining Microsoft Power Apps and Power Automate with a Blue Prism process. A notification is now sent to adjusters informing them of the need to complete a claim or contact the customer before the deadline. Around 2,000 claims are now processed daily, with timely communication to customers improving significantly.

Previous week-long processes were reduced to hours and seamless integration between departments and systems. Therefore, Expleo has helped this leading Global Insurance company amplify the impact of every member of its team.

Trissential has been a tremendous partner in our organization’s RPA journey. The team brings automation expertise in development, strategic delivery and training. They can help you determine how to priorities opportunities, assess value, and deliver automations across an enterprise.

Product Owner, Emerging Tech
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COVID-19 continues to impact organizations across the world. With PA in place for those like our client, tactical solutions deployed within days have provided a lifeline.

Our client offered a relief refund to support customers during the challenging time, with each claim noted in its tracking system.

Combining multiple data sources and manually adding notes to applications took three minutes per record without process automation. This was not practical when serving over 100,000 customers.

With Power Query, the Trissential team combined data from multiple sources into a single file. This enabled bots to add data to the work queue and begin processing right away. By leveraging API’s to run tasks, the development process took less than a week.

And, claim processing time was under one second per record with an exception rate of less than 1%.

Benefits Achieved

  • COVID-19 PA solution deployed in 5 days
  • Exception rate under 1%
  • Processing time per record reduced from 3 minutes to under 1 second
  • Automated customers claim notifications resulting in $2 million
  • Optimized compliance process expected to generate $4 million savings over next 3 years

If you’ve experienced any of the challenges discussed above, book a call with a member of our expert team.