This Case Shows Specific Expertise. Find the Companies with the Skills Your Project Demands!

You're viewing one of tens of thousands of real cases compiled on Many.dev. Each case demonstrates specific, tangible expertise.

But how do you find the company that possesses the exact skills and experience needed for your project? Forget generic filters!

Our unique AI system allows you to describe your project in your own words and instantly get a list of companies that have already successfully applied that precise expertise in similar projects.

Create a free account to unlock powerful AI-powered search and connect with companies whose expertise directly matches your project's requirements.

Automated Contract Status Tracking and Salesforce Integration for Insurance Operations

enterbridge.com

Insurance

Financial services

Manual Contract Status Tracking Inefficiencies

The operations team spent 5 hours weekly manually checking contract statuses on multiple carrier websites and updating Salesforce, leading to time wastage, potential data inaccuracies, and delayed revenue tracking.

About the Client

A forward-thinking insurance company offering commission-free life insurance products and partnering with 2,000+ financial advisors to provide low-cost solutions, custom software, and consulting services.

Automation Goals for Operational Efficiency

Automate contract status verification across multiple carrier websites
Reduce manual processing time from 5 hours/week to under 10 minutes
Ensure real-time Salesforce database updates with 97%+ accuracy
Reallocate staff time to high-value tasks like application processing
Increase annual revenue through improved operational efficiency

Core System Functionalities

Scheduled bot execution (twice daily)
Salesforce report generation and download
Multi-carrier website navigation and data extraction
Automated status comparison and updates in Salesforce
Error-handling for unmatched records
Audit logging for process transparency

Technology Stack Requirements

Robotic Process Automation (RPA) tools

Web scraping/crawling frameworks

Salesforce API integration

Cloud-based automation infrastructure

System Integration Needs

Salesforce CRM
Multiple carrier website portals
Internal application processing systems

Performance and Quality Standards

Zero-error data processing
5-minute execution SLA per cycle
Scalable architecture for 2000+ daily transactions
Secure credential management for carrier portals
High-availability automation infrastructure

Expected Business Outcomes

Projected $100k+ annual cost savings, 260+ manual hours saved yearly, real-time Salesforce updates enabling faster revenue tracking, and staff reallocation to revenue-generating activities like processing 30+ additional applications weekly.