I work for an insurance company and we are busy with a project at the moment of automating loss runs. Essentially, a loss run is just a report of a claims history. We are looking at the most efficient way of producing these, with as few touch points as possible to prevent any human error. Essentially, the user will enter a policy number or an assured name. Then, based on whether there is any claims history or not, produce a PDF in a specific template.

Some options we have already looked at are: Creating a dashboard in PowerBI, where the user will pull a data extract and paste it into a Macro enabled excel workbook that will format it and produce a PDF. This is ok in theory but has many touchpoints. We have considered looking at using Powerautomate, but i’m not sure of its capabilities.