Seguros Bolivar is a Colombian financial services and insurance company founded in 1939, offering insurance, pension, health, construction and real estate services.

The purpose of this insurer is to support the development of Colombia, offering security to its customers through solutions tailored to their needs, in order to protect the daily lives of families and businesses in the country.

The insurer wanted to make more efficient the repetitive task of payment for external consultation to suppliers with natural regime, which was done manually, by executing sequential and repetitive steps, which consisted of consolidating what was owed to the supplier within a range of time, generating the support and finally making the affectation of the payment by the area in charge.

Prior to adoption, the analyst would log into the local application and download a Microsoft Excel file, which consolidated the authorized services to be managed by the providers. Then, on the downloaded file, the information was filtered in order to identify the type of service, payment status, among others. Subsequently, the services provided by the supplier were registered one by one through the forms of the tool and finally, the approval was generated for the affectation of the payment.

This process is executed with a high amount of data, taking into account that this insurance company is one of the most important in the country and the percentage of its suppliers is high. Therefore, it was necessary to streamline the process and reduce the manuality when making the consultation and payment.

We streamline the process through a general automation scheme in a solution that consists of dividing the supplier payment process into 5 stages.

The analyst will upload to the dashboard a Microsoft Excel file with the information of the records to be processed. The Dashboard filters and selects based on the established criteria. Once the records are defined, the download of PDF files by supplier or consolidated will be enabled.

After a certain period of time, Bot will automatically fill out the forms in the local application to register the authorized services to the provider. Once this stage is finished, the payment is authorized and the dashboard will enable the download of the report of the actions performed by the bot.

Additionally, there will be a parameterization dashboard that contains the supplier’s tax information, where you can edit, disable and add individually or massively.

Our technical quality, specialized support and direct communication with the RPA software owner as a partner, allows us to provide a service that meets the needs of our customers, create solutions with high quality standards and make a timely follow-up to customer requirements in the post-automation process.