Automate Insurance Certificate Creation from Chubb insurance site Using Power Automate RPA

Power Automate
26 Apr 2023


The client is a well-established fashion and apparel manufacturer based in Singapore, offering a wide range of custom-made and ready-to-wear clothing for individuals, businesses, and organizations all around the world. Their commitment to customer satisfaction and sustainability has made them a popular choice among businesses and organizations looking to create custom clothing that aligns with their values. With a strong reputation for quality and a focus on ethical practices. The client is positioned to continue to grow and thrive in the competitive apparel industry. 


The client’s manufacturing business has been booming, with their goods being exported all over the world and valued in the millions of dollars. For adhering compliance of their exported products, the client has opted to insure their consignments using the trusted insurance provider. The client has chosen Chubb insurance provider based in Singapore. However, the finance team has been facing a considerable challenge in the form of manually generating insurance certificate for the sales invoice on Business Central application. This process is not only time-consuming, but it also requires a significant amount of manual input from the staff, which increases the potential for human errors. As a result, this process has resulted in a slower turnaround time for generating insurance certificates, which could potentially increase the effort of human resources.  


Power Automate


In order to address the issues created by this manual the process of generating the insurance certificates on the Chubb portal for sales invoice from business central portal. The client reached to Veelead Solutions for a more efficient solution and automation. Our expert Power Automate team stepped in and developed a Power Automate RPA Flow that seamlessly integrates with Business Central and chubb insurance portal. This new process streamlined the insurance application process by automating it from start to finish. Power Automate RPA Flow reads data from the sales invoice in Business Central and logs into the Chubb portal.

Then, the Flow fills in the insurance application form on the Chubb website and the website validates the input data before processing the insurance application. Once the application is processed, the Chubb portal generates an insurance certificate for that specific sales invoice.  Then the Power Automate Flow will download and attach the insurance certificate to the corresponding sales invoice in Business Central.  


The robotic automation process implemented by Veelead Solutions for the client’s insurance application process offers several benefits, including time-saving, increased efficiency, improved accuracy, and faster turnaround time. The automated process eliminates the need for manual data entry and reduces potential errors, resulting in a more efficient and accurate process. This leads to a faster turnaround time for applying for insurance certificates, freeing up valuable time for the finance team to focus on other important tasks. 


Technologies Used: Power Automate Desktop, Dynamics Business central  

Project Duration: 04 weeks  

Project Team: 2 Resources