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AIM (Avon Insurance Management) is a insurance brokerage providing comprehensive coverages to vehicles and drivers across Canada. As one of the leading insurance providers, they process hundreds of policy applications and updates daily, requiring accurate vehicle and driver information for proper risk assessment and pricing. Their commitment to offering competitive rates while maintaining thorough underwriting standards demands efficient access to current vehicle data.
Staff had to manually download driver and vehicle reports
Information had to be manually entered into CRM from downloaded PDFs
High risk of data entry errors and information discrepancies
Delayed policy updates due to manual processes
Inability to quickly access current vehicle information during client calls
Repeated requests to clients for information already available in reports
Excessive time spent on administrative tasks
Increased risk of undisclosed or outdated vehicle information
Reduced staff productivity and customer satisfaction
Processing bottlenecks during high-volume periods
Implemented API-driven solution to automatically request new reports when VIN/driving license information is added or updated
Developed OCR scanning technology to extract all field values from reports with high accuracy
Integrated AI-based data extraction for handling unstructured data, continuously improving accuracy
Created intelligent document routing to automatically save PDF reports to client folders in Zoho WorkDrive
Implemented notification system to alert relevant team members of updates
Developed version control system to track historical reports for the same vehicle/driver, maintaining complete audit history
Automated task creation for CSRs to verify pulled information for policy changes
Integrated with policy change forms to pre-populate fields with the latest vehicle information
Eliminated need for manual data entry and verification steps
Created comprehensive dashboard to track report usage metrics
Monitored report requests by user and client
Analyzed frequency of reports and identified patterns for process optimization
Tracked system performance and accuracy metrics through error logs for continuous improvement
Connected VIN Link with multiple systems including IBC Dash, Zoho CRM, Zoho Catalyst, Zoho Creator, and Zepto Mail
Ensured consistent data across all platforms and applications
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Eliminated approximately 80-90 hours of manual work weekly
Reduced processing time from 10 minutes per record to near-instantaneous updates
Virtually eliminated manual data entry errors
Ensured complete and current vehicle information for all policies
Maintained comprehensive version history for compliance and audit purposes
Eliminated dependency on keying assistants
Streamlined policy processing workflow
Enhanced customer service with immediate access to current vehicle information
Improved data-driven decision making through analytics dashboard
Successfully handles 100-200 policy creations/updates daily
Completed implementation in just 15 days
"The VIN Link integration has transformed how we manage vehicle information across our organization. What used to consume hours of our staff's time is now handled automatically with greater accuracy than we ever achieved manually. Our CSRs can now focus on providing exceptional service rather than data entry, and our clients appreciate that we have their current information readily available during calls. This solution has been a game-changer for our operational efficiency."
— Dan Avon, President, AIM Insurance
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Close more deals, automate workflows, and build lasting customer relationships with the Zoho CRM for growing businesses. or Close deals faster and build lasting relationships with Zoho CRM.
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Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights
285 Taunton Rd E, Oshawa, ON- L1G 7L1, Canada
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Automate Accounts specializes in bookkeeping and
automating business processes, enhancing efficiency,
and growth for service businesses across North America.
285 Taunton Rd E, Oshawa, ON-L1G 3V2, Canada
