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Roubot
ES

Insurance

Policies, premiums and claims: from the incoming email to the insurer's system, with a person deciding what matters.

Use cases

In the test bench

Registering a claim that arrives by email

When an email reaches the claims inbox, take out the attachments, read the report, validate the policy in the insurer's system and register the claim.
  1. Read emails
  2. Save an email's attachments to disk
  3. Read a document
  4. Open a web page
  5. Type into a field of a page or a program
  6. Ask a person for approval
  7. Move or rename a file
  8. Leave an email in drafts, without sending it
  9. Create a document
Stays on your computerEverything can be undoneAutonomous after 20 checked runs in a row
In the test bench

Whether a list of policies is in force

Look up a list of policies, one by one, in the insurer's system and note in a CSV whether each one is in force.
  1. Read a document
  2. Open a web page
  3. Read a field of a page or a program
  4. Create a CSV
Stays on your computerEverything can be undoneAutonomous after 20 checked runs in a row
In the test bench

Hourly in-force notice

Every hour, look up a policy in the system and leave a draft email saying whether it is in force and until when.
  1. Open a web page
  2. Read a field of a page or a program
  3. Leave an email in drafts, without sending it
Stays on your computerEverything can be undoneAutonomous after 20 checked runs in a row

Insurance automations in the libraryAll areas

Where the cases come from

  • Roubot is tested with requests written the way a person writes them. These are the ones in the test bench, by area.
    In the test bench
  • The example requests only use action types that already have an action in Roubot. They are not in the test bench.
    Example request
  • To become autonomous, an automation needs 20 checked runs in a row; 60 if any step leaves the machine or cannot be undone.

See it working on your own work

Tell us about a task that repeats in your organisation and we will show you how it would look as a flow, with its log.

Write to us See use cases by area

hola@roubot.ai