Industries · Insurance and finance
Digital workflows for insurance and finance: from first contact to renewal.
Whether insurer, financial service provider or workplace pension provider: prospects, customers and brokers touch your company in many places. We digitize that chain and connect it to your systems. Data protection is part of it from day one.
- AI agent reads and prepares
- Your team checks and approves
- Your systems CRM, ERP, accounting
From first contact to repeat business
Where insurance and finance companies lose time today
From first contact to renewal, a case often moves between website, inbox, policy system and phone. Every one of those steps can be digitized.
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First contact
Being found
Prospects compare online, read posts on LinkedIn or meet you at an industry congress. Website, social media and event pages lead to a clear inquiry.
Inquiry with source
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Inquiry
Answering inquiries
Inquiries from forms and email are read, sorted and passed to the right team. An AI assistant drafts the reply, your team approves.
Reply drafted
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Quote
Quote and application
Details from the inquiry flow straight into quote and application. Missing documents are requested automatically.
Application complete
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Order
Policy and documents
Once accepted, the data lands in your policy system without retyping. Documents are created automatically and shared securely, for example in a customer portal.
Policy created
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Invoice
Premiums and payments
Premium invoices come from the system. Open premiums stay on track, reminders are ready as drafts.
Reminder drafted
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Service
Claims and service
Claims arrive online with photos and receipts. An assistant checks them for completeness and routes them. Your team makes the decision.
Claim complete
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Repeat business
Renewal and follow-up
Before a contract ends, the system reminds your team and your customers in time. A matching follow-up offer is ready.
Renewal started
How we help
Where automation, AI and web systems help
What follows fixed rules we automate without AI. We use AI where text has to be understood. And web systems connect your customers directly to your workflows.
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Online claims
A form guides through the claim, photos and receipts come right with it. An AI assistant checks for completeness and opens the case. Your team decides.
Learn more : Online claims -
Inbox under control
Emails from customers, brokers and employers are read, sorted and passed to the right team with a draft reply.
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Data without retyping
Details from applications and forms land directly in your policy system or CRM.
Learn more : Data without retyping -
Portals and congresses
Customer portal, broker area, employer portal for workplace pensions or registration for an industry congress: web systems connected to your workflows.
Learn more : Portals and congresses -
Data protection from day one
Everyone sees only what their task needs. Data processing agreements are included, and customer data never trains third-party AI models.
Systems we work with
Inquiries and documents land in your CRM or policy system, approvals run through Microsoft 365 and Teams. We run websites and platforms for congresses and industry conferences in Germany.
CRM
- HubSpot
- Microsoft Dynamics 365
- Pipedrive
Collaboration
- Microsoft 365
- Microsoft Teams
- SharePoint
Websites
- Astro Our pick
- TYPO3
- WordPress
- Webflow
Hosting
- Hetzner
- IONOS
Questions from insurance and finance
Do we have to replace our policy system?
No. We connect what you use today. We check which interface your system offers in the first call. Nobody has to relearn.
How do you handle sensitive customer data?
We plan data protection from the start. Everyone sees only what their task needs. Data processing agreements are included, and your customer data never trains third-party AI models.
Does an AI decide on claims or applications?
No. The assistant reads, checks for completeness and prepares. Your team makes the decisions. Who approved what and when is in the log.
Where do we start?
With the workflow that costs the most time today, for example the inbox or claims. You see first results four weeks after kickoff.
Which systems do you work with?
Inquiries and documents land in your CRM or policy system, approvals run through Microsoft 365 and Teams. We run websites and platforms for congresses and industry conferences in Germany. We do not replace your systems, we connect them.
Your industry isn’t listed?
We work for every kind of company, from a team of three to a group. The chain from first contact to repeat business looks similar everywhere. Just book a call.
Related services
Where does your team do the most manual work?
In a 30 minute call we walk through your chain from first contact to renewal. Then you know where to start.
- Design to operations, one team
- Fits your systems
- Talk directly to the builders