# AUTOMATION ANYWHERE

> Enterprise agentic automation and RPA platform with dedicated insurance solutions for claims, underwriting, and policy servicing\.

## At a glance

| Field | Value |
| --- | --- |
| Category | Insurtech Infrastructure |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | San Jose, California, USA |
| Founded | 2003 |
| Stage | Enterprise |
| Employees | 1000+ |
| Funding | Series B |

## Overview

Automation Anywhere is an enterprise automation software provider offering robotic process automation (RPA) and agentic AI capabilities to organizations across financial services, healthcare, insurance, and manufacturing. The company was founded in 2003 and has built a platform used by large enterprises to automate mission-critical business processes at scale. Its insurance vertical covers claims processing, underwriting workflows, policy servicing, document classification, and fraud detection.

The platform, delivered as Automation Workspace, includes AI Agent Studio, Document Automation, Process Discovery, and a Process Reasoning Engine that applies AI to complex decision flows. Deployment options span cloud (AWS, Azure, Google Cloud), hybrid, and on-premise configurations. The platform integrates with core insurance systems including Guidewire, Duck Creek, Salesforce, SAP, and Oracle through 300+ pre-built connectors.

The company raised USD 290M in a 2021 Series B led by Salesforce Ventures and SoftBank Investment Advisers, reaching a valuation of USD 6.8 billion. It has been named a Gartner Magic Quadrant Leader for RPA for seven consecutive years through 2025 and serves Fortune 500 customers across insurance, financial services, and healthcare.

## Products & services

### Automation Workspace \(RPA Platform\)

Core robotic process automation platform enabling software robots to automate repetitive tasks across enterprise systems without modifying underlying applications.

**Key features:**

- Bot\-based task automation across web, desktop, and mainframe systems
- Centralized control room for bot scheduling and orchestration
- Role\-based access controls and audit logging
- Support for attended and unattended automation modes

*Target users:* IT, operations, and business process teams at carriers, TPAs, and large brokers

### AI Agent Studio

Toolset for building and managing intelligent automation agents that combine AI reasoning with RPA execution.

**Key features:**

- Pre\-built AI agent templates for common insurance workflows
- Integration with large language models for document understanding
- Human\-in\-the\-loop escalation handling
- Agent performance monitoring dashboard

*Target users:* Automation architects and digital operations teams

### Document Automation

Machine learning-based document extraction and classification for processing unstructured insurance documents.

**Key features:**

- Pre\-trained models for insurance documents \(EOBs, policies, claims forms\)
- Structured data extraction from PDFs, images, and emails
- Confidence scoring with exception routing
- Integration with downstream claims and policy admin systems

*Target users:* Claims adjusters, underwriters, policy servicing teams

### Automation Co\-Pilot

AI assistant embedded in business applications to help employees trigger and manage automation without leaving their workflow.

**Key features:**

- In\-app automation triggers via natural language
- Contextual bot recommendations based on task type
- Works within Salesforce, SAP, and other enterprise apps
- No\-code interface for business users

*Target users:* Front\-line insurance staff, customer service teams

### Process Discovery

Automated process mining tool that analyzes user activity logs to identify automation opportunities.

**Key features:**

- Desktop activity recording and analysis
- Process variant detection and comparison
- ROI estimation per automation candidate
- Direct handoff to automation build pipeline

*Target users:* Business analysts and automation Centers of Excellence

### Insurance\-Specific Solutions

Pre-configured automation packages for insurance workflows including claims processing, underwriting, and policy servicing.

**Key features:**

- Claims FNOL intake and triage automation
- Underwriting data gathering and risk scoring support
- Policy renewal and endorsement processing
- Fraud pattern flagging and routing

*Target users:* Claims, underwriting, and policy operations teams at carriers and TPAs

## Category & focus

- Subcategories: RPA/Automation, AI Agents, Document Automation, Process Mining
- Insurance verticals: Life & Annuity, P&C Personal, P&C Commercial, Health, Group Benefits
- Target customers: Carriers, TPAs, MGAs/MGUs, Brokers

## Notable customers

- KeyBank
- NHS \(National Health Service\)
- Alight
- Dell
- KPMG
- Adobe
- Cisco
- Workday

## Links

- Website: <https://www.automationanywhere.com>
- Directory profile: <https://insurtechlist.com/companies/automation-anywhere/>
- Blog: <https://www.automationanywhere.com/company/blog>
- Careers: <https://www.automationanywhere.com/company/careers>
- Documentation: <https://docs.automationanywhere.com>

---

*Last updated: 2026\-05\-11*