The faster and error-free document retrieval process is less than 2 weeks away.

Automate your retrieval process in Applied Epic with a digital worker at zero implementation cost.

How We Do It

Eleviant’s automation bot logs in to the carrier website and downloads the policy documents. It updates the document names based on file name convention rules and uploads them to unrouted attachments in Applied Epic. The bot repeats the retrieval process for every policy round the clock, 24/7, no matter the volume, making the retrieval process 10 times faster.

See The Bot In Action

The Need For Automation

Retrieving documents from carrier websites and uploading them in the Applied Epic is the least complex insurance process. But this rather simple task is repetitive and very time-consuming. An average insurance brokerage or agency spends 50 hours every month on this mundane task. Eleviant’s document retrieval bot automates the entire process and makes it super-fast, error-free and with zero need for human intervention. Faster document retrieval means faster policy processing, which directly results in improved customer satisfaction.

Numbers That Speak For Themselves

Upto 10X

Faster process

50

Hours saved every month

100%

Accuracy

100%

Error free

$1500

Worth of productive hours saved

100%

Automated

Numbers That Speak For Themselves

Upto 10X

Faster process

50

Hours saved per month

100%

Accuracy

100%

Error free

$1500

Worth of productive hours saved

100%

Automated

Carriers We Support

Our bot readily integrates with your Applied Epic system and can extract statements from popular carriers including Travelers, W.R Berkley, Markel and many more.

Why Eleviant

With over a decade of automation experience, we design, develop, and deploy bots tailored to the unique process needs of businesses across industries, saving time and money while improving operational efficiency.
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