Enable clients to upload documents and have them routed to the correct department

Purpose

1. Automate client document uploads to ensure documents are captured, indexed, validated, and automatically routed to the right insurance department (e.g., underwriting, claims, policy admin) for faster and error-free processing, ensuring compliance and increasing efficiency.

2. Automates extraction, classification, and secure electronic document transfers between clients and multiple internal systems within the insurance provider.

3. Supports omnichannel intake (web, email, mobile), automating notification, review, and storage for policy administration or claims processing.

Trigger Conditions

1. File upload through a web portal, email attachment, or API call detected.

2. New client record creation or status change in CRM or policy system.

3. Automated receipt of document in shared drive (e.g., Google Drive, SharePoint, S3 bucket).

4. Scanned document arrival in monitored folder or via RPA automation script.

Platform Variants

1. Microsoft Power Automate

- Feature/Setting: Automate file collection from SharePoint, route files based on metadata, trigger automated workflows

2. Zapier

- Feature/Setting: Configure Zap with Google Drive new file, then automate email/CRM/Slack departmental assignment

3. Google Cloud Functions

- Feature/Setting: Webhook for file upload triggers automation code for department routing

4. AWS Lambda

- Feature/Setting: S3 object-created event triggers serverless automation for classification and routing

5. DocuSign eSignature

- Feature/Setting: Automated envelope routing via API when document is uploaded

6. Dropbox Business

- Feature/Setting: Automated file request folders, route via API or integration

7. Google Forms

- Feature/Setting: Automate document uploads, trigger document automator via Apps Script

8. Smartsheet

- Feature/Setting: Automated document intake with workflow automations for assignment based on form fields

9. Salesforce Flow

- Feature/Setting: Automate document record routing on file attachment criteria

10. ServiceNow Flow Designer

- Feature/Setting: Automated workflow on document upload to assign and notify appropriate insurance department

11. Box Relay

- Feature/Setting: Automates document workflows and departmental hand-offs

12. M-Files

- Feature/Setting: Automated meta-tagging and workflow triggers on upload

13. UiPath

- Feature/Setting: RPA automation for extracting and routing scanned documents

14. Nintex Workflow Cloud

- Feature/Setting: Automates intake from multiple channels and routes by business rules

15. IBM FileNet

- Feature/Setting: Automates ingestion and workflow routing via content-based triggers

16. Laserfiche

- Feature/Setting: Automated document import and workflow-driven routing

17. Adobe Acrobat Sign

- Feature/Setting: Document completion triggers automated departmental distribution

18. SAP Process Automation

- Feature/Setting: Automates document capture and assignment as part of business process

19. Monday.com

- Feature/Setting: New file automates status/change notifications to assigned department

20. Slack Workflow Builder

- Feature/Setting: File upload in channel triggers automating message/assignment to department lead

21. Twilio SendGrid

- Feature/Setting: Automate inbound email attachments for routing using Inbound Parse Webhook

22. Egnyte

- Feature/Setting: Automated content governance and workflow triggers on insurance document upload

23. Formstack Documents

- Feature/Setting: Automate intake, assemble, and send insurance documents routed via Zapier or webhooks

24. Azure Logic Apps

- Feature/Setting: Automate intake from Outlook or blob storage and distribute by department rules

Benefits

1. Automates repetitive routing and monitoring tasks, reducing manual workload.

2. Increases operational efficiency by automating document flow to the right destination.

3. Mitigates risk of misrouting and enhances compliance through standardized automation rules.

4. Reduces processing time via automated validations and notifications.

5. Provides a scalable automatable backbone for high-volume insurance policy administration and claims lifecycles.

6. Improves customer experience by automating document status updates and department responses.