Customizable Robotic Process Automation that Completes Repetitive Tasks
Published: September 17, 2024

What we like:

• Customizable and tailored to individual agency’s needs and workflows
• Works with any agency management system, software, or program
• Saves time and money
• Access to support included
• Easy to setup
• Process steps are completed 100% of the time according to instructions
• Data security and privacy

Things to consider:

• Process must be able to follow a set of rules for bot to follow every time
• Each bot is limited to one process or function
• Must have sustained and regular need for bot to realize a return on investment (ROI)
• Need available computer (virtual or physical) for bot to run automations on
• Task/process must be taking 8+ hours of employee time per week to realize an ROI

Summary:
Eleviant’s vBots are automation tools designed to streamline repetitive, high-volume tasks across various industries, focusing on insurance, finance, and other sectors that rely on data processing. These bots use Robotic Process Automation (RPA) to automate repetitive tasks such as policy renewals, commission reconciliation, document retrieval, and data entry into AMS. By automating these manual tasks with RPA, agencies can reduce human error, save time, and allow employees to focus on more strategic work.

Key Features:

• Automates mundane or time-consuming tasks such as policy renewals, direct bill reconciliation, notice of cancellation, CSR24 Account setup, document retrieval, customer onboarding and more
• Notifications provided for failed processes
• Reporting and metrics
• Customizable to your established workflows
• Bot runs on a device owned by you to offer greater security

Key Features Deeper Dive:

• RPA: Robotic process automation is a form of artificial intelligence that completes repetitive processes and steps based on rules and if-then statements. RPA bots cannot intelligently think independently and, therefore, must follow the same process with the same steps using pre-determined logic every time. This allows greater control and consistent outcomes each time a bot is run.
• Reporting: As a user, you can receive regular reports outlining the number of times a bot was triggered, successful and unsuccessful attempts, and an estimate of total human hours saved thanks to the bot. These reports prove the ROI for using the bot in addition to ensuring the bot is running smoothly.
• Access to Support: During the onboarding period, a user can have regular (weekly) meetings with support to ensure the bot is running as expected and adjust as needed. After onboarding, a user will have monthly check-in calls to see if any adjustments or modifications to the process are needed. As needs change or process steps are modified, Eleviant offers immediate support.
• Data Security: The tailored code and software that completes your tasks is loaded onto the user’s own desktop computer. This means the user does have to provide their own device and meet certain technological requirements, as the bot works within your system and not a third-party or non-owned device to reduce friction and promote security
• Save Time and Reduce Burnout: When employee burnout is a concern and tasks requiring attention to detail, repetition, or perceived as “boring” need to be completed promptly, vBots can automatically and quickly accomplish these tasks to ensure adherence to workflows. This allows employees to focus on engaging with clients and adding value.

Final Thoughts:
VBots by Eleviant can be a great solution for agencies looking to automate certain routine tasks to save time and money. By having full customization of a vBot, agents can utilize RPA that follows their exact steps and processes, given that each step is repetitive and follows a pre-determined set of rules/steps. If your agency has a specific process that takes at least 8-10 hours of time each week, and you’re looking for a solution to offload the task, a vBot by Eleviant may be the perfect option.

* Unbiased review based upon information and insights available.