Sector: Insurance
An AI agent answers standard questions around the clock, captures the required details in a structured way, qualifies prospects and hands complex cases with context to the right advisor – so only relevant matters reach the team.
With AI Automation you can speed up claims intake, data extraction from forms and PDFs, and the pre-check of recurring cases – manual transcription errors drop and case handlers gain time for advisory work.
An internal AI agent searches policies, terms and process documents and gives advisors precise, sourced answers in seconds – instead of long document searches, with a clear reference to the source.
AI Consulting helps prioritise the right use cases and set them up revDSG-compliant from the start, with clear data handling and human-in-the-loop controls – pragmatic and tailored to your operational reality.
The following examples are illustrative and show typical starting points – not measured results. Which of them make sense for you depends on your processes, systems and data situation.
We start with a clearly scoped use case rather than a large project. First we clarify which data is actually needed, where it is processed and how revDSG requirements can be met.
Decisions with consequences for customers stay with people: AI prepares, suggests and relieves – the release is made by your specialists. This preserves quality, accountability and trust.
Automate repetitive work — rule-based workflows that save time and prevent errors.
Autonomous AI agents that research, decide and act on their own — safely embedded in your processes.
Strategy and roadmap: where AI genuinely creates value in your business — and where it does not.
No. The approach is to automate routine work and pre-qualify enquiries so your specialists have more time for advisory work and decisions. Cases with consequences stay in human hands.
Data protection is the starting point, not an afterthought. Per use case we clarify which data is needed and where it is processed, and align processes with revDSG/nFADP requirements. We do not replace specific legal advice.
Yes. Enquiry agents and assistants can be set up for German, French and Italian, so customers are served in their language and matters are routed correctly.
Typically with a well-scoped, high-volume use case with a clear process – for example pre-qualifying enquiries or claims intake. This makes value and effort visible early, before you roll out more broadly.
In many cases yes, depending on the available interfaces. At the start we assess what is technically sensible and feasible with reasonable effort, and choose a pragmatic path rather than a full rebuild.
In a short call we show which building block makes the biggest difference in your sector.
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