A Leading Insurance Distribution Organization Accelerated QA Automation Excellence Through the UiPath Partnership

From Automation Friction to Automation Excellence for a US Insurance Distribution Platform

As a trusted partner of UiPath, TestingXperts expanded automation coverage, reduced regression effort, and strengthened release quality through a scalable QA automation strategy.

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Summary

TestingXperts partnered with a leading US-based insurance distribution enterprise supporting a network of 300,000 plus agents and advisors with over 50 agency locations. We modernized quality engineering by implementing an end-to-end QA automation framework through our UiPath Test Cloud implementation services across Salesforce and AgentSync. A governed, milestone-driven delivery model enabled daily smoke and regression runs. Our partnership improved early defect detection and reduced production risk. As a result, the client achieved faster, more reliable releases at scale with about 90% automation coverage, about 45% faster regression execution, and about 90% automation execution success.

Overview

The client’s business runs on a complex, business-critical application landscape, with platforms such as Salesforce and AgentSync supporting core sales, onboarding, and servicing workflows across a broad partner and agent ecosystem. As the organization accelerated digital transformation and increased release frequency, it needed to improve release quality and testing efficiency without slowing delivery. TestingXperts was engaged to modernize quality engineering, strengthen automation, and ensure consistent smoke and regression outcomes across releases with our enterprise UiPath PoC services.

client overview : A Leading Insurance Distribution Organization Accelerated QA Automation Excellence Through the UiPath Partnership

Challenges

The client’s quality engineering transformation was complex and multi-dimensional. Heavy reliance on manual testing, increasing application complexity, and frequent releases made traditional testing approaches insufficient. Key challenge areas included:

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Limited Regression Test Coverage

A strong dependency on manual testing significantly restricted regression coverage, increasing the risk of undetected defects across releases.

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High Regression Execution Effort

Regression cycles required substantial time and manual effort, impacting release timelines and overall testing efficiency.

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Inability to Run Tests Frequently

The existing testing approach did not support frequent execution of smoke and regression tests, limiting early defect detection.

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Risk of Defect Leakage

Insufficient automation and coverage increased the likelihood of defects escaping into production environments.

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Lack of Automation Metrics & Visibility

The absence of standardized automation metrics and dashboards reduced visibility into test effectiveness, quality trends, and release readiness.


The Tx Solution

To address the quality engineering challenges, TestingXperts implemented a structured end-to-end QA automation strategy through UiPath Test Cloud implementation services. The solution focused on building scalable automation, expanding coverage across critical platforms, and enabling faster, more reliable testing cycles through a phased and governed delivery approach.

UiPath-Based Automation Framework

UiPath-Based Automation Framework

Designed and implemented a robust, modular, and reusable automation framework aligned with best practices, enabling scalability and long-term maintainability across Salesforce and AgentSync.

Test Case Analysis and Prioritization

Test Case Analysis and Prioritization

As a part of our enterprise UiPath PoC services, we analyzed and prioritized approximately 200 AgentSync and 280 Salesforce test cases to identify high-impact scenarios for automation across smoke and regression suites.

Scalable Automation Delivery

Scalable Automation Delivery

Executed a milestone-driven automation program with bi-weekly delivery of automation scripts, ensuring steady progress, predictability, and alignment with release timelines.

Smoke and Regression Automation

Smoke and Regression Automation

Automated critical smoke and regression test suites to enable frequent execution and early defect detection, supporting daily test runs and CI/CD readiness.

Integrated Defect Management and Reporting

Integrated Defect Management and Reporting

Integrated automation with Jira to enable seamless defect logging, reporting, and traceability. Leveraged TxInsights and QXcel to provide standardized dashboards and actionable visibility into automation coverage, execution outcomes, defect trends, and release readiness.


How TestingXperts Partnership with UiPath Helped the Client

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Daily smoke and regression execution, supporting faster releases and earlier defect detection.
icon-ai-robot
Reduced dependency on manual testing through a scalable UiPath-based automation framework.
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Improved early defect detection, minimizing the risk of defects leaking into production.

~90%

Automation coverage enabling broader validation across Salesforce and AgentSync.

~45%

Reduction in regression execution time, accelerating testing cycles and improving release readiness.

~90%

Automation success rate, improving stability and confidence in automated test execution.


Turning QA Automation into a Scalable Business Advantage

By partnering with TestingXperts, the insurance distribution organization turned QA automation into a powerful business enabler. As a leading insurance distribution QA partner, TestingXperts delivered a UiPath-based automation strategy that expanded test coverage, reduced regression effort, and enabled daily smoke and regression execution. The result was faster releases, stronger quality assurance, and greater confidence across production deployments.

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Gartner Rating TestingXperts

4.7/5.0

TestingXperts Rating

Overall Rating

"TestingXperts has been our trusted QA partner for 10+ years—reliable, responsive, and the best team I've worked with in 20+ years."
(Manager of Quality Services, Insurance)

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