Summit Wealth automates Multi-Source Insurance Reports

Tangentia Success Stories

Summit Wealth automates Multi-Source Insurance Reports

The customer tediously pulled and collated insurance reports from 10-15 companies across varied formats. Tangentia developed an RPA bot using Automation Anywhere (migrated from v11 to A360) to fetch data from multiple sources, standardize it into ready-to-use summaries. This saved hundreds of manual hours monthly, slashing time and effort dramatically.

Rapid, Agile Build to Mission-Critical

Delivered a full end-to-end order management system within 6 weeks, meeting tight launch requirements tied to regulatory change and seasonal demand.

Scalable, Future-Ready Commerce Architecture

The solution, powered by TiA Gateway and Commerce, not only met the initial scope but continues to be actively enhanced, supporting mission-critical operations 24/7, 365 days a year.

Measurable Economic and Marketplace Impact

TiA’s platform underpinned Ontario’s expansion of beer and wine sales into grocery retail, a move expected to generate significant tax revenue and broaden consumer access beyond traditional LCBO and Beer Store channels.

Problem Statement: The customer had to pull insurance reports from multiple sources for multiple insurance companies and collate the data which was time consuming as there are more than 10-15 insurance companies and multiple formats of reports.

Product Used : TiA Gateway
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Character of a family holding an insurance illustration

Tangentia's Solution

Tangentia built a Bot to automate their insurance summary reports. The bot went to multiple sources and downloaded data and collated it in the format customer wanted and was ready-to-use.

Tangentia Case Studies

Our Impact

Time and manual efforts saved.

Highlights

AA, Migrated from v11 to A360 platform saving 100s of hours of manual hours per month

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