Finance & Insurance Automation

Learn how to use Skyvern to download bank statements, extract transaction data, and schedule monthly collection for your reconciliation workflow.

Tired of watching your team waste hours manually filling forms and retrieving policy documents on Hartford, Travelers, Progressive and other insurance portals? Well, insurance carrier portal automation uses software to perform those tasks through the carrier’s website. With Skyvern (I am Skyvern' CEO), we use AI to interpret pages and act on them, so agencies can automate browser work even when a carrier does not provide an API for the task. In this guide I'll go over what an insurance carrie

When your Puppeteer script can't find the download button after a portal redesign, you're not dealing with a small bug. You're looking at days of developer time to fix selectors, multiplied by however many vendor portals broke this month. Traditional utility bill data extraction automation fails at scale because it memorizes specific page structures instead of understanding what those pages actually do, which means every interface change becomes your problem to solve manually. TLDR: * Manual

Learn how to use Skyvern to download bank statements, extract transaction data, and schedule monthly collection for your reconciliation workflow.

Tired of watching your team waste hours manually filling forms and retrieving policy documents on Hartford, Travelers, Progressive and other insurance portals? Well, insurance carrier portal automation uses software to perform those tasks through the carrier’s website. With Skyvern (I am Skyvern' CEO), we use AI to interpret pages and act on them, so agencies can automate browser work even when a carrier does not provide an API for the task. In this guide I'll go over what an insurance carrie

When your Puppeteer script can't find the download button after a portal redesign, you're not dealing with a small bug. You're looking at days of developer time to fix selectors, multiplied by however many vendor portals broke this month. Traditional utility bill data extraction automation fails at scale because it memorizes specific page structures instead of understanding what those pages actually do, which means every interface change becomes your problem to solve manually. TLDR: * Manual

Origination costs dropped to $3,200 per loan when digital tools took over, but underneath that number sits a processor manually logging into warehouse lender portals, copying borrower data across five different field structures, and waiting for 2FA codes. Your LOS handles internal pipeline work, but it doesn't touch the external portals where your team spends hours working through systems built without APIs. Mortgage portal automation fills that gap by replacing manual sessions with workflows th

Managing withholding tax filings across 15 or 20 states means dealing with portals that all have different 2FA methods, filing schedules tied to revenue thresholds, and forms that get redesigned without warning. You set up state tax filing automation scripts using Selenium or Puppeteer, and they work great until California updates its Employment Development Department portal or Illinois switches the dropdown IDs between quarterly and annual returns. Traditional automation relies on element selec

Your payroll system handles everything except the one step that blocks new hires from getting paid: multi state payroll registration automation. Each state requires manual portal navigation, form completion, and document submission before you can process payroll there. With 50 different portals and no standardized API, companies either spend hours on manual registration or outsource the work. Browser automation that interprets pages by meaning instead of structure eliminates this bottleneck, pro

Your compliance team burns hours logging into government portals one at a time because the KYC verification automation you built six months ago broke when OFAC updated their search interface. This happens constantly. Secretary of State registries redesign their pages, sanctions databases add new form fields, and suddenly you're back to manual checking across 50 states. What you need is automation that adapts to interface changes without custom code updates every few weeks. The shift is already u

You're burning hours on repetitive insurance workflows that should run themselves. Policy renewals need data pulled from multiple portals, claims processing starts with manual FNOL entry, and compliance reports require aggregating information across systems that refuse to integrate. Every automation script you've tried breaks when websites change their layouts, leaving your team back at square one with manual data entry. The solution isn't better scripts but automation that reads screens like a