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Community Blueprints are tried-and-tested examples of automation projects, created by our community members. You can submit your own project to the Blueprints library here.

Automating the collection of medical evidence with Blue Prism

Which industry did you deploy this use case in?

  • Financial Services

Which functional area / department within the organization benefitted most from this automation?

  • Customer Services

Which SS&C Blue Prism tools did you use?

  • SS&C Blue Prism Enterprise

Describe the problem your automation aimed to solve

When taking out a new Income Protection policy, medical evidence needs to be gathered from the policy holder. This was previously done by a 3rd party, causing an additional cost in processing and was also time consuming - elongating the New Business process.

Provide a brief, step-by-step outline of how you set up your automation


This opportunity was initially identified through a transformation project as an opportunity to make a cost saving and also make the setting up of new policies quicker for customers.



A digital form was identified as the right solution to gather medical evidence to replace the telephone interviews conducted by the 3rd party. The requirements for this had to be fully specified ensuring that sufficient information was gathered to enable the case to be underwritten a high percentage of the time without needing to go back to the customer for further information. This had to be balanced with ensuring that this didn’t create a significant overhead for the Salesforce.



The first part of the build was the creation of the digital form to gather all of the required medical information. This was a relatively lengthy process as required multiple branchings from questions based on previous answers.

Once the form was completed the build was started to gather the digitally submitted information. This was then compiled into a summary document for use by underwriters, based on the answers submitted logic was applied to identify if underwriting was required or not. If it wasn’t the case was updated in the workflow tool and moved on so that it was ready to be picked up and issued by an administrator. If it was deemed that underwriting was required the workflow was updated and the case moved over to underwriting to be picked up and dealt with.



Testing was broken up into 2 phases, the testing of the form and the testing of the automation. This involved a significant investment of time particularly into the testing of the form due to the amount of questions and branching within the form.



Deployment went through our standard implementation process. Ensuring that the form, automation and workflow within the work manager system were all co-ordinated to go live at the same time.

What were the main challenges you faced during this project, and how did you overcome them?

The main challenges in this build was the design/specification of the form. The form consisted of approximately 200 potential questions and 60 branching points within the form, this meant that both the gathering of requirements and the testing of this was lengthy and complex.

What was the impact of your project?

Approximately 10 working days was saved in the end to end processing time by removing the need for a hand off to a 3rd party and fast tracking cases at the point of submission into underwriting when necessary.

An annualized saving of approximately £110k was made through a combination of saved FTE and removal of 3rd party costs.

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Version history
Last update:
‎26-04-24 11:05 AM
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