A leading Chicago based Insurance broker with 450 offices and employee base of 11,000 had retained its competitive advantage by constantly investing in cutting edge innovation and process improvements. The client was keen on using emerging automation tools and technologies to realize higher efficiencies and Customer delight. One of the areas the client organization was interested to improve was the “Direct Bill download and reconciliation process”. Exdion helped the client to digitize and streamline process using smart application of RPA. The process in force was completely manual and prone to errors. CSRs log into each carrier’s website, download statements, and update Agency Management System. Incorrect carrier credentials, producer codes and others errors were likely to happen. Data in

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