Surex Automates Insurance Processes, Saves $100,000 Annually with RPA

Pyramid Solutions looked carefully over at Surex’s workflows to assess the best way to move forward to better streamline their processes. Since Surex had Automation Anywhere RPA, it would be an ideal solution to automate their processes. We recommended our professional services offering, which included a four-week getting started package customized to Surex’s needs. Due to the COVID-19 pandemic, professional services would be done via virtual mentorship from one of our RPA experts who would guide Surex through building a bot from scratch and deploying it. 

To address the Power Broker issue, we mentored Surex into building a bot that would take the data from the BMS and plug it into the Power Broker system with rules in place so that the data would be put in correctly. By automating this process, Surex managed to save around $100,000 annually and shave off between 280 and 500 worker hours every month. That’s around two full-time employees! 

Additionally with our mentoring, Surex are building two other bots themselves to automate EDI downloads and credit card payments to help save them time — and sleep! 

Altogether, this service only took 160 hours of RPA production, a swift time to implement an automation solution; This also included Surex’s head start to build bots to automate other internal processes with EDI downloads and credit card processing. 

Pyramid Solutions will be working with Surex in the future with even more mentorship time to identify red flags within their automation processes and ensure best practices in bot building and RPA architecture.