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Home Case Studies Transforming Premium Reconciliation with End-to-End Automation

99%

Accuracy in Data Extraction

85%

Reduction in Reconciliation Time

100%

Elimination of Manual Web Updates

About the Client

The client is a leading insurance provider offering a wide range of policies across health, life, and general insurance. With thousands of active policies and a growing customer base, the company manages premium collections and reconciliations through multiple banking partners. Their operations span across regions, requiring robust financial workflows to ensure timely premium updates and compliance with regulatory standards.

Unveiling Success

Streamlining Payment Reconciliation with UiPath and Python

The client faced significant inefficiencies in reconciling premium payments. Bank statements were received via email in CSV/Excel formats, requiring manual downloads, data extraction, and updates in both Excel reports and a web application. This process was time-consuming, error-prone, and often delayed actions on overdue payments, impacting customer experience and compliance.

Client's Challenges

Manually downloaded email attachments, which caused delays and increased the risk of missing bank statements.

Parsed policy numbers from unstructured comments manually, which slowed processing and introduced errors.

Compared bank data with insurance system records manually, which consumed excessive time and led to inconsistent reporting.

Updated premium statuses in the web application manually, which increased the risk of data entry errors and delayed updates.

Our Solutions

Configured UiPath bots to automatically retrieve emails and download attachments daily, which eliminated delays and ensured no statements were missed.

Integrated Python scripts using regex to extract policy numbers, amounts, and account details accurately, which improved speed and achieved 99% accuracy.

Automated reconciliation using UiPath Excel and database activities, which reduced reconciliation time by 85% and ensured accurate premium status updates.
Implemented UiPath web automation to log in securely and update statuses in real time, which eliminated human intervention and achieved 100% error-free updates.

Tools and Technologies Deployed

Business Outcomes

Driving Operational Efficiency Through Intelligent Automation

Accelerated Processing

Reduced reconciliation cycle from 5 days/month to a few hours

Improved Accuracy

Achieved 99% accuracy in data extraction and premium status updates

Enhanced Compliance

Automated Excel reports served as audit-ready logs

Scalability

Solution scaled effortlessly to handle growing transaction volumes without additional headcount

Higher ROI

Freed up finance team resources for strategic tasks instead of repetitive manual work

Why Kanerika?

Kanerika is a premier provider of data-driven software solutions and services that facilitate digital transformation. Specializing in Data Integration, Analytics, AI/ML, and Cloud Management, Kanerika prides itself on its expertise in employing cutting-edge technologies and agile methodologies to ensure exceptional outcomes. With a proven track record across various industries, Kanerika maintains rigorous quality standards, backed by ISO 27701 & 27001 certification, SOC II, and GDPR compliance. We are also CMMi Level 3 appraised, further accentuating our commitment to quality service delivery. As a partner of Microsoft, Databricks, AWS, and Informatica, Kanerika’s commitment to innovation and strong partnerships positions it at the forefront of empowering businesses for growth. Moreover, recently Kanerika was recognized as the preferred Microsoft Fabric partner and is uniquely positioned to access the Microsoft resources for its various enterprise product implementations.