Insurance Process Automation and Workflow Solutions

Q: What insurance processes are best suited for automation?

Process automation in insurance is best suited to repetitive, high-volume and rule-based activities. Common examples include claims processing, policy administration, underwriting, document handling, customer service and task routing.

Q: How does process automation integrate with existing insurance systems?

Insurance process automation can connect with core systems, claims platforms, policy administration systems, APIs and legacy applications. This allows insurers to automate end-to-end workflows without replacing their existing technology landscape.

Q: How can insurers identify and prioritise the right automation opportunities?

A strong automation strategy starts with assessing processes based on manual effort, volume, complexity, processing time and business value. This helps insurers prioritise the use cases with the greatest potential impact and build a realistic automation roadmap.

Q: How can AI and intelligent automation support insurance operations?

AI-powered automation can support document processing, data extraction, case routing, fraud scoring, risk assessment and decision support. Combined with workflows and business rules, AI helps insurers automate more complex operational activities.

Q: How do insurers measure the success of process automation?

The success of insurance process automation can be measured through KPIs such as cycle time, manual effort, automation rate, error rates, throughput and processing costs. These metrics help track performance and identify further optimisation opportunities.

Q: How can process automation improve customer and employee experience?

Process automation reduces delays, repetitive tasks and unnecessary manual handoffs. For customers, this can mean faster service; for employees, it means more time for complex cases and activities that require human judgement.

Q: How can insurers scale automation while maintaining governance and control?

Scaling automation requires clear governance, ownership, monitoring, security and performance standards. A structured automation governance framework helps insurers manage their automation portfolio, avoid duplication and scale new capabilities in a controlled way.

Make insurance operations flow faster

We connect systems, automate repetitive work and streamline end-to-end processes — with measurable results across claims, document processing, invoicing and service operations.

20%

of claims closed with no human touch

Manual effort reduced Less manual handling in end-to-end motor claims processes.

40+

automated and orchestrated microprocesses

Processes connected Smoother workflows across systems, teams and operational functions.

90%

partner invoices processed without human touch

Touchless work at scale Repetitive finance and operational tasks handled faster and more consistently.

improvement in claims handler efficiency

Higher throughput Claims teams can process more work after automation transformation.

92%

incoming motor claims documents processed using AI

Documents processed faster Automated classification, extraction and routing of claims information.

14%

call centre traffic handled by chatbots

Service workload reduced AI-supported interactions help operational teams focus on higher-value cases.

Insurance experts: we understand insurance operations, business rules and processes across the value chain.
Automation experts: we know where automation works in insurance and how to combine workflow, AI and decisioning tools.
Technology advisors: we help insurers choose and integrate solutions that fit their architecture and goals.
Trusted delivery partner: we turn automation ideas into scalable, governed solutions, from assessment to optimisation.

guidewire implementation case study banner

Client Stories Small wins stacking up: developing automation at QBE

Client Stories Optimisation of the underwriting workflow across all lines of business

Client Stories Rule-based automation in P&C Insurance based on Basler Versicherungen Germany 

ALL CASE STUDIES

Assess

Understand where automation and AI can create the most value.

We review your processes, existing automations, AI opportunities and technology landscape to identify priorities and define the right path forward.

Outcome

Clear priorities and an actionable automation and AI roadmap.

Validate

Test automation or AI in a focused business scenario.

We turn a selected use case into a working solution and validate whether workflow automation, AI or a combined approach delivers the expected business value.

Outcome

A validated solution and a clear basis for further development.

Scale

Extend automation across processes and teams.

We combine workflow, AI, integration and governance to scale automation in a controlled and sustainable way.

Outcome

Scalable automation capabilities across the organisation.

Identify the right automation opportunities, set priorities and build a roadmap aligned with business goals.

What you get:

• Current-state process and automation assessment
• Brownfield analysis of existing systems and automations
• Automation and AI opportunity inventory and prioritisation
• Automation roadmap and business case

Business impact:

• Clear visibility of automation potential
• Better investment decisions and faster time to value
• Reduced delivery risk and stronger business-IT alignment

Automate and orchestrate end-to-end processes across systems, teams and operational functions.

What you get:

• Workflow automation design and implementation
• Process orchestration using platforms such as Camunda and BOAT
• Automated task routing and workflow management
• Integration with core insurance systems and external services

Business impact:

• Reduced manual effort and process delays
• Faster turnaround times and higher throughput
• Improved consistency and process compliance

Scale proven AI for faster operations and safely explore emerging technologies through focused pilots.

What you get:

• Intelligent document processing and data extraction
• AI-supported routing and decision support
• AI integrated with business rules and existing workflows
• Emerging AI use cases tested in controlled scenarios

Business impact:

• Faster document handling and operational decisions
• Reduced manual work and repetitive processes
• Lower risk when adopting new AI technologies
• Clear evidence on what to scale and what to drop

Connect automation across your insurance landscape with a scalable architecture that is easy to govern and extend.

What you get:

• Automation governance framework
• Integration of automation solutions with core systems, legacy platforms and external services
• End-to-end automation across policy, claims and servicing value chains
• Composable target architecture aligned with business and IT strategy
• Standards, monitoring and controls for scalable automation

Business impact:

• Greater value from automating whole processes, not isolated tasks
• Faster rollout without disrupting core systems
• Simpler governance and lower risk as automation scales
• A future-ready foundation for hyperautomation