Transform To Perform

 Insurance Process Management Services for Insurance Industry

Insurance industry is a very competitive industry where insurance companies are constantly trying to improve customer experience across insurance buying, policy servicing and claims settlement and processing.

Datamatics partners with insurance companies and helps them expand business operations across geographical barriers as well as stay globally competitive through digitization and automation. With ever-evolving requirements, business scenarios, and statutory mandates, the company strives to build potential BPM solutions towards insurance industry digitalization and business transformation. The company delivers solutions that have high traceability and visibility throughout the customer journey of the insured and their beneficiaries.

Datamatics supports insurance companies adopting the digital paradigm at an accelerated pace. The company offers BPM solutions for insurance companies and enables the insurance industry digital transformation across the entire insurance process value chain.

Datamatics equips insurance companies to launch better insurance products faster, improve underwriting speed, process and quality, speed up claims processes, reduce regulatory risks, eliminate frauds, reduce false positive and false negatives, improve claims settlement ratio, increase agent loyalty and lower operational costs.



210+ Million

Insurance application forms and service requests processed

Precision deliveries to ensure statutory compliance in a timely manner

Audit trails with high visibility and traceability

75+ Million

Insurance documents including New Business application forms, servicing change request forms, claims application & other request forms processed per year

32+ Process

Automated and digitized across insurance process management value chain for customers

Delivered BPM solutions in the insurance industry and automation projects by using point solutions as well as end-to-end automation models across geographical barriers


Dedicated resources team for insurance business process management and insurance business process automation, both in-house as well as on consultant basis, to deliver precision solutions in a timely manner


Business Process Management for Insurance Industry

New Business Insurance

Digitalize and automate the new business origination and onboarding, minimize risk due to manual operations, and improve time for case opening through the following touchpoints:

  • Tab based log-in
  • Scrutiny and case verification
  • Case preparation
  • Medical data capture
  • Pre-printing quality check
  • Customer and agent on-boarding

BPM Insurance Industry with Customer Support Services

Customer Support Services

Improve customer satisfaction and engagement through insurance digital transformation, seamless digital experience, and fast turnaround time at each level of customer interaction:

  • Client level changes
  • Policy level changes
  • Reinstatement
  • Payout
  • ULIP investments

 BPM for insurance - Financial Operations & Collection

Financial Operations & Collection

Institutionalize the digital paradigm and facilitate transformation at each and every touch point in the Insurance financial operations and collections cycles:

  • Cheque processing
  • Mandate attachment and de-attachment
  • Electronic clearing service (ECS) changes
  • Refund Processing
  • Premium Collection

Insurance claims management & Processing BPM Solutions

Claims Processing

Ensure high levels of visibility and transparency at each stage of the claims processing. Eliminate fraud and instances of malpractices throughout the claims processing lifecycle.

Improve the turnaround time of insurance claims settlement, increase customer satisfaction, and hence the net promoter score for a digital engagement in:

  • Health claims
  • Death claims
  • Group/Partner claims
  • Unclaimed payouts
  • Claim investigation

Outsource Business Process Management for Insurance - Ancillary


Improve the ancillary support throughout the lifecycle of the customer lifecycle of the insured and their beneficiaries through insurance digital transformation:

  • Voice Calls Audits of Agents (Call Centres)
  • Customer Email Audits
  • Voice of Customer (VOC) Investigation
  • Pick Up and Drop facility
  • Mailroom, Scanning and Printing of Letters
  • Ad hoc resource support onsite
  • Other support functions

Frequently Asked Questions

Insurance Business Process Management (BPM ) Solution


Kotak logo
“Great customer Experience”

Head Collection Strategy Analytics & QA 
Company size: 500 Mn - 1 Bn USD
Industry: Finance

“Datamatics has really been great and we are really looking forward to more such associations”

Brijesh Mehta
Senior Vice President Operations, Kotak Life Insurance

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“We are confident and looking forward to exciting times in the future.”

Kashyap Dakshini
Head - Underwriting & Claims, Kotak Life Insurance

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RPA Robotic Process Automation Use Cases for Insurance
What you get:
  • Top 8 most popular RPA use cases in Insurance
  • A list of 30+ processes that can automated with RPA
  • Industry level proven case studies
  • Demo videos of RPA in action

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