Every account checked on the portal before the day starts.
Signing in to a carrier portal, searching an account number, reading the status, and typing it back into your own system. About three minutes each, 640 times. Watch the same work run on a schedule.
By hand
Automated
Simulation with made-up data and a made-up portal, shown sped up. On real work we sign in with your own authorized account, and we go over a portal's terms with you first. Where a carrier offers a direct connection or a file exchange, we use that instead.
The carrier's portal what the automation sees
Press "Run it" to open the portal.
Your system the accounts work queue
| Account | Carrier | Billed | Status | Paid | Paid date | Reference |
|---|---|---|---|---|---|---|
| WC-2048812 | Bluewater Mutual | 1,240.00 | Not checked | |||
| WC-2048877 | Ironbridge Casualty | 865.50 | Not checked | |||
| AU-5512094 | Bluewater Mutual | 5,980.00 | Not checked | |||
| WC-2049003 | Meridian Comp | 734.00 | Not checked | |||
| AU-5512130 | Ironbridge Casualty | 96.00 | Not checked | |||
| WC-2049051 | Bluewater Mutual | 289.40 | Not checked | |||
| TP-7730018 | Meridian Comp | 1,875.00 | Not checked | |||
| WC-2049077 | Bluewater Mutual | 2,310.00 | Not checked | |||
| AU-5512188 | Ironbridge Casualty | 1,122.10 | Not checked |
Run log every step and every write to your database, kept
Needs a person
Nothing yet. Only the accounts that need judgment land here.
The other run: a day's file, start to finish. The task page: automate looking up statuses on vendor and carrier portals.
Tell us about the task your team keeps doing by hand.
Every morning, every Friday, or every time an order comes in. Small tasks and larger workflows are both welcome. The evaluation is free, and if we take it on, the first deliverable is running in your operation within 14 days, guaranteed.
Free evaluation. Fixed quote before work begins.