Enterprise automation

Insurance Carrier Payment Automation

A custom workflow for premium payments across carrier portals and automated telephone systems.

The business challenge

A labor-intensive monthly premium-payment process took approximately 10 days across separate carrier websites and telephone systems.

Key capabilities

Automation across 16 carrier websites and two phone-payment integrations
CAPTCHA handling, verification workflows, and vision-assisted browser automation
Payment confirmation and transaction tracking
Retry handling, safeguards, and audit logging
Integration with backend payment workflows

Reported outcomes

Payments processed in a monthly cycle: 2,000+
Payment processing volume: ≈ $1.9 million
Previous labor-intensive monthly process: ≈ 10 days

Figures supplied in the project brief. The volume represents payments processed. The workflow became substantially more automated; no exact labor-savings percentage is claimed.

The solution we built

A custom payment automation workflow coordinates browser and phone-payment steps, tracks confirmations, and handles retries and exceptions across carrier systems.

Need this set up for your office? We work with businesses in Queens, the Five Towns, Long Island, and all our areas.