Incomplete documents delay the next step
Forms and supporting files arrive with missing details or inconsistent layouts. Teams repeatedly check and request the same information.
Cases stay open while information is gathered.
Industry automation
InsuranceAutomation
Give insurance teams more time for the cases that need judgement.
Reduce repeated document checks, data entry and follow-up across policy, claims and shared-service teams. Xalta builds workflows that prepare the information and keep decisions with the people responsible.
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Industry challenges
Where work gets held up
Documents arrive through different channels, policy and claims information sits in separate systems, and teams lose time chasing what is missing.
Teams re-enter information
A request may need updates in a policy system, claims application, CRM and email. Manual copying adds work and opportunities for error.
One request creates several administrative tasks.
Follow-ups are hard to prioritise
Missing documents, approvals and customer updates are tracked across separate inboxes. Staff have no consistent view of the next action.
Important work gets buried in routine chasing.
Review history is difficult to reconstruct
Teams need to see which documents were checked, what changed and who approved it. Scattered records make that difficult.
Oversight depends on manual record gathering.
Where we help
Practical help across your workflows
We help with the preparation, checks and coordination around insurance work. Your teams retain underwriting, coverage, settlement and other judgement-based decisions.
Policy operations
Application and document intake
Classify incoming files, extract required details and flag missing information before review.
Underwriters retain risk selection, terms and pricing decisions.
Policy servicing
Routine change requests
Collect request details, check required documents and prepare supported system updates.
Authorised staff approve changes to cover or policy terms.
Claims administration
Claim file preparation
Organise forms, correspondence and supporting evidence into a consistent review record.
Claims teams retain coverage and settlement decisions.
Customer service
Enquiries and follow-up
Support defined status enquiries, document reminders and handoff to a person when needed.
Sensitive or disputed matters go to the service team.
Finance
Invoices and account checks
Extract invoice data, match agreed records and route differences to finance.
Approvers retain payment and accounting sign-off.
Health plan operations
Provider enrollment administration
Support provider profile updates, required documents and renewal tracking for health plans.
Network teams review payer requirements and final submission status.
Relevant solutions
Solutions for everyday operations
Select the workflows that fit your insurance business. These include shared services and provider enrollment for health plans.
Customer service
AI Voice Agents
Support defined routine enquiries and document follow-ups, with context passed to the service team.
Explore solutionFinance operations
Accounts Payable Invoice Automation
Read supplier invoices, apply validation rules and route exceptions before approved posting.
Explore solutionFinance operations
Accounting Reconciliation Automation
Match agreed transaction records and give finance a clear list of unresolved differences.
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For health plan provider operations
Insurance Credentialing Automation
Coordinate provider documents, payer portal work and renewal tracking. This is a provider enrollment workflow.
Explore solutionIT controls
User Access Deactivation Automation
Remove supported application access after an approved departure and record what was completed.
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Existing automation estates
Automation Migration Accelerator
Review and modernise existing automations with testing and a controlled move into production.
Explore solutionServices for this industry
From a useful starting point to reliable operations
Choose the support you need, from assessing the workflow to building, integrating and maintaining it.
AI Advisory & Transformation Services
Choose policy, claims administration and shared-service tasks that are suitable for automation.
Explore serviceSystems Integration & Modernization Services
Connect document stores, CRM and approved policy or claims interfaces around a defined workflow.
Explore serviceIntelligent Process Automation Services
Build intake, completeness checks, follow-up and routing processes with named reviewers.
Explore serviceAI Agents & Document Processing Services
Extract document information and coordinate approved actions while leaving uncertain cases for review.
Explore serviceManaged Automation Services & AgentOps
Monitor document quality, failures and review volumes, and maintain workflows as requirements change.
Explore servicePlatforms, technology and architecture
The workflow connects intake, checks, review and system updates. The final platform and interfaces depend on your applications, data access and operating requirements.
| Layer | Approach | Controls |
|---|---|---|
| Intake and extraction | Document AI, OCR and approved email, portal or file interfaces. | Keep source documents linked to the extracted record and flag missing information. |
| Workflow and integration | Automation Anywhere, UiPath, Power Automate or custom APIs as appropriate. | Limit actions to the approved process and check for repeat submissions. |
| People and decisions | Review queues for incomplete documents, conflicts and decisions requiring judgement. | Underwriting, coverage and settlement authority stays with the designated team. |
| Operations and evidence | Status records, alerts, access controls and processing logs. | Make completed actions and outstanding work visible to authorised reviewers. |
Industry experience & results
Expected benefits
Measure document handling time, queue age and review readiness against a baseline agreed before implementation.
Measure document handling
Less re-entryTrack time spent reading, copying and correcting routine information.
Discuss this workflowMeasure case preparation
Faster routingTrack time from receipt to a complete record in the right review queue.
Discuss this workflowMeasure team workload
Clearer queuesTrack outstanding items, their age and the person responsible for the next action.
Discuss this workflowMeasure review readiness
Better recordsTrack whether source files, checks and approvals are available when needed.
Discuss this workflowClient work
See the work behind the approach
Related client work in document review, finance controls and IT operations shows how information can be prepared, checked and passed to the right team.
Related experience: vendor finance
Documents prepared for review
A vendor invoice workflow uses UiPath extraction and a reviewer queue for uncertain fields before producing standard records.
Explore client work
Related experience: consumer goods finance
Differences grouped for investigation
A high-volume reconciliation workflow prepares data, applies matching rules and gives analysts unresolved records with supporting detail.
Explore client work
Related experience: financial services IT
Access removal with recorded evidence
An approved departure triggers an access-removal ticket. The workflow records before-and-after evidence and highlights failed steps.
Explore client workContact
Bring us your workflow challenge
Tell us which document, servicing or back-office workflow needs improvement. We will define the steps that can be automated and the decisions that remain with your team.
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