RPA is now widely used in insurance as a tactical tool to automate repetitive, manual processes and ease operational strain from staff turnover and rising customer expectations. It delivers quick value, especially when moving data between legacy and modern systems where API investment isn't justified. For life insurers, RPA can serve as a longer-term bridge due to persistent reliance on legacy platforms. However, RPA is not a permanent solution. Success requires a well-defined operating model and decision framework to identify appropriate use cases and avoid overextending the technology beyond its intended scope.

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