How to Automate Majesco Data Export (No API Required)

Introduction

Majesco provides P&C (property and casualty) insurance core platform software for policy, billing, claims, and distribution. While Majesco offers APIs and cloud offerings, browser automation provides a powerful solution for P&C billing and collections data export, distribution workflows, and reporting when direct API access is limited or when teams rely on the Majesco web interface.

Why Use Browser Automation for Majesco Data Export?

• Limited API Access: Majesco has restricted API access for many billing, distribution, and reporting operations
• P&C Billing/Collections: Export premium, payment, and collections data for accounting and reconciliation
• Distribution Workflows: Automate agent/partner workflows, commission data, and distribution channel reporting
• Reporting: Pull policy, claims, and financial reports by period or line when API or built-in export is limited
• Dashboard-Only Features: Many reports and export options are only available through the web UI
• Historical Data: Easier access to older billing and distribution data beyond API limits
• Multi-Line and Multi-Channel: Collect data across lines and distribution channels in one workflow
• Reconciliation: Align Majesco data with general ledger, collections, and agency systems

Setting Up Majesco Data Export Automation

Here's how to automate data collection from Majesco using browser automation:

import { chromium } from 'playwright';

const response = await fetch("https://api.anchorbrowser.io/api/sessions", {
  method: "POST",
  headers: {
    "anchor-api-key": "YOUR_API_KEY",
    "Content-Type": "application/json",
  },
  body: JSON.stringify({
    'headless': false,
    'proxy': {
      'type': 'residential',
      'country': 'US'
    }
  }),
});

const { id } = await response.json();
const connectionString = `wss://connect.anchorbrowser.io?apiKey=YOUR_API_KEY&sessionId=${id}`;

const browser = await chromium.connectOverCDP(connectionString);
const context = browser.contexts()[0];
const ai = context.serviceWorkers()[0];
const page = context.pages()[0];

// Navigate to your Majesco instance (Policy, Billing, or Distribution)
await page.goto("https://your-majesco-instance.com");

// Login with AI agent
await ai.evaluate(JSON.stringify({
  prompt: 'Log in to Majesco (policy, billing, or distribution) using the provided credentials. Complete any SSO or MFA and wait for the main menu or dashboard to load.'
}));

Use Case 1: P&C Billing/Collections

Export premium, payment, and collections data for accounting and reconciliation:

const exportBillingCollections = async (page, ai, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Billing or Collections section in Majesco'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set filters: date range ${criteria.startDate} to ${criteria.endDate}, status ${criteria.status || 'all'}, line ${criteria.line || 'all'}`
  }));
  
  await page.waitForLoadState('networkidle');
  
  const billingData = await ai.evaluate(JSON.stringify({
    prompt: 'Extract billing/collections data: policy number, premium due, amount paid, balance, due date, payment method, status. Return as structured JSON array.'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export billing or collections report as Excel or CSV if available'
  }));
  
  const download = await page.waitForEvent('download', { timeout: 15000 }).catch(() => null);
  return {
    billing: JSON.parse(billingData),
    exportPath: download ? await download.path() : null,
    exportedAt: new Date().toISOString()
  };
};

Use Case 2: Distribution Workflows

Automate agent/partner workflows and export commission and distribution channel data:

const exportDistributionWorkflows = async (page, ai, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Distribution, Agency, or Commission section in Majesco'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set filters: channel ${criteria.channelId || 'all'}, agent ${criteria.agentId || 'all'}, date range ${criteria.startDate} to ${criteria.endDate}`
  }));
  
  await page.waitForLoadState('networkidle');
  
  const distData = await ai.evaluate(JSON.stringify({
    prompt: 'Extract distribution data: agent/channel, policy count, premium, commission, status. Return as structured JSON array.'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Export distribution or commission report as Excel or CSV if available'
  }));
  
  const download = await page.waitForEvent('download', { timeout: 10000 }).catch(() => null);
  return {
    distribution: JSON.parse(distData),
    exportPath: download ? await download.path() : null,
    exportedAt: new Date().toISOString()
  };
};

Use Case 3: Reporting

Pull policy, claims, and financial reports by period or line:

const exportMajescoReports = async (page, ai, reportType, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: 'Navigate to the Reports or Analytics section in Majesco'
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Select report type ${reportType}, period ${criteria.periodStart} to ${criteria.periodEnd}, line ${criteria.line || 'all'}`
  }));
  
  await page.waitForLoadState('networkidle');
  
  await ai.evaluate(JSON.stringify({
    prompt: 'Run the report and wait for it to load, then export as Excel or CSV'
  }));
  
  const download = await page.waitForEvent('download', { timeout: 15000 }).catch(() => null);
  return {
    exportPath: download ? await download.path() : null,
    reportType,
    exportedAt: new Date().toISOString()
  };
};

Exporting Policy and Claims Data

Extract policy list and claims data for sync with external systems:

const exportPolicyAndClaims = async (page, ai, dataType, criteria) => {
  await ai.evaluate(JSON.stringify({
    prompt: `Navigate to the ${dataType === 'policy' ? 'Policy' : 'Claims'} search or reporting section in Majesco`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: `Set filters: date range ${criteria.startDate} to ${criteria.endDate}, status ${criteria.status || 'all'}. Run search or report.`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: dataType === 'policy'
      ? 'Export policy data: policy number, effective dates, insured, premium, line, status. Return as JSON or download report.'
      : 'Export claims data: claim number, loss date, policy, status, incurred/paid. Return as JSON or download report.'
  }));
  
  const download = await page.waitForEvent('download', { timeout: 15000 }).catch(() => null);
  return download ? await download.path() : null;
};

Best Practices for Majesco Automation

• Security: Use secure credential storage and handle SSO/MFA for Majesco access
• Rate Limiting: Add delays between report and export requests to avoid overwhelming the app
• Billing/Collections: Align exports with billing cycles and collections reconciliation schedules
• Distribution: Export commission and channel data in formats required by finance and distribution teams
• Reporting: Schedule report exports around month-end and regulatory filing deadlines
• Error Handling: Implement retry logic for session timeouts and large exports
• Interface Updates: Monitor for Majesco UI changes and update scripts as needed
• Compliance: Ensure automation and data handling align with P&C regulatory requirements

Handling Authentication

Majesco often uses SSO or enterprise auth. Here's how to handle it:

const handleMajescoAuth = async (page, ai, credentials) => {
  await page.goto("https://your-majesco-instance.com");
  
  await ai.evaluate(JSON.stringify({
    prompt: `Enter username ${credentials.username} and password, then click Sign In. If redirected to SSO, complete SSO login.`
  }));
  
  await ai.evaluate(JSON.stringify({
    prompt: 'If MFA or verification appears, wait for the code and enter it'
  }));
  
  await page.waitForLoadState('networkidle');
};

Resources

• Anchor Browser Documentation - Complete API reference and guides
• Anchor Browser Playground - Try browser automation in your browser

Conclusion

Browser automation provides a flexible alternative to API access for Majesco data export. By using intelligent browser agents, you can automate P&C billing and collections export, distribution workflows, and reporting directly from the Majesco web interface. Whether you need premium and collections data for accounting, commission and channel data for distribution, or policy and claims reports for management, browser automation enables efficient P&C core platform workflows when API access is limited or when teams work in the UI.

Start automating your Majesco data collection today and streamline billing/collections, distribution, and reporting.