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The Client, a national estimate review company for the property, casualty & self insurance markets, chose Chetu to automate their manual vehicle insurance claims through email.


Parameters: Create Rule-Based Conditions to Handle Multiple Email Attachments

The Client wanted to allow their employees to focus more quality time on the customer side of their business and less on the cumbersome, tedious, and repetitive tasks that took up the majority of their work day. They understood that manual data entry can bring unexpected errors that are costly down the line if not caught quickly.

At the time, the Client's submission process was to receive the customer claims via email and then process these email attachments one by one manually. The objective of the UiPath RPA development was to automate these manual processes to allow their employees to spend more personal time with their customers and continuing the business growth.

Chetu's extensive industry knowledge, technical expertise and being a Certified Gold UiPath Partner made them the ideal candidate to perform this custom UiPath RPA development.


Journey: Designing the Condition-Based Architecture of the Bots

Chetu developers utilized the UiPath Studio Tool to create the back office bots that would be scanning the emails. Their approach was to analyze the manual business processes of the email claim insurance submissions and document the procedural steps that were needed to be followed by the UiPath bots. Then Chetu developed the processes in which the bots would handle other condition-based scenarios such as errors in scanning the email.

Specific error scenarios needed to be addressed during the creation of the bots such as:

  • The claim number not being found in email subject or body
  • The claim number not found in the Client's web application
  • If multiple claims were found with the same claim number
  • The attachment is not found
  • If corrupted attachments are found
  • If the total estimate is not found

Using the UiPath Studio Tool the following steps were created for the bot to execute for each email:

  • Read the email and get the claim number from the email or its attachment
  • Download the attachment and store it inside claim number folder
  • Resize the images and convert the pdf estimates into JPG format
  • Search the claim in the Client's web application and desktop application
  • Update the database by using the received estimates PDF document & web application
  • Forward the email with resized attachment to supplement / attachment group based on claim status
  • In case of document corrupted or claim not found then a bot will reply to the email with specified email body template and move the email to specified folder for manual review

Able to add/subtract additional developers when they reached a certain stage in development.


Cost was affordable and very much in-line with a small-mid size business budget.


The project was completed within the timeframe agreed upon.

Result: Back Office Bots Enable Company to Give More Personal Attention to Customers

The Client has been able to reduce their employees manual workload while increasing the amount of insurance claims they can process. Once the UiPath automation was implemented the process changed from manual labor to a bot scanning the email to search for the claim number and downloading the attachments. During this process the bot would also resize the attachment and convert the PDF estimate to JPG format. Lastly, the bot would forward the email to the supplement group with the resized attachments based on the status of claim in the Client's web application.

Incorporating UiPath RPA to automate business processes that once needed a human has enabled this company to improve the employee work experience. With bots working 24/7 it enabled more flex time for employees, they can now process claims faster thus improving their customer review ratings, and reduce manual errors by 80% which saved on overall costs. All these factors enabled the Client to see a ROI growth without having to invest in doubling the work force in over-head expenses.

Robotics Process Automation is transforming the way small-mid size companies are able to grow their business without heavy additional costs. They can ramp up their production speeds which provides an increased ROI and allows for company expansion due to increased profits.

As an UiPath Certified Gold Partner, Chetu developers have a deep and unique understanding of RPA Solutions. Chetu can efficiently help companies implement, migrate, and upgrade UiPath Software Technologies to continue their growth.



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