AI-Driven Process Automation for Insurance
Automating insurance data extraction and calculations with AI to reduce manual effort and errors
About the client
Our client is one of Austria’s largest insurance companies, offering a broad product portfolio including health, life, and property insurance. Serving private and business clients, our client combines long-standing expertise with a strong presence across Austria.
Manual data entry from online tools, agent visits, and scanned documents slowed down operations and caused frequent errors. We developed an AI-driven extraction and validation tool that automates this process for various document types such as passport, registration certificates, housing plans, energy certificates, exposés etc. - enabling faster processes and more accurate data processing.
At a Glance
Objective
Automate the extraction, validation, and transfer of document-based data into internal systems to eliminate manual work, reduce errors, and streamline insurance processes.
Solution
We developed an AI-powered tool that extracts and structures data from diverse documents - passports, payslips, real estate exposés, and housing plans. The tool performs calculations, validates inputs, checks for consistency against existing customer records, and fully automates data integration into internal systems.
Result
A fully integrated AI system that supports employees and sales agents by automating repetitive tasks, reducing errors, and freeing up time for customer-centric activities. Complex calculations are handled reliably and consistently, ensuring compliant and efficient workflows.
In the fast-paced world of insurance, data is everywhere - but rarely in the right place at the right time. At our client’s organization, data such as customer data, property data etc. was being manually transferred from various sources like online applications, field agent visits, and scanned PDFs into internal systems. The process was slow, error-prone, and a serious blocker to efficient service.
Together with the client, we reimagined this workflow. We analyzed real data transfer cases, mapped bottlenecks with operations and IT teams, and designed an AI-powered solution that extracts, validates, and pre-structures the relevant data - no matter the source. Whether it’s a scanned document or an API-fed form, the system identifies key information and integrates it directly into the target systems.
The result? Errors dropped, speed increased, and teams could focus on service instead of data wrangling. A once-tedious back-office task became a smart, scalable process.
Summary
About the project
We developed an AI-based solution that extracts and validates data from scanned and digital sources. The tool replaces manual data entry across insurance workflows, reducing errors and accelerating processing - making critical data instantly available where it's needed.
Services provided
Visual Design
Wireframes
Prototyping
Digitalization of Workflows and Processes
Front-End and Back-End Development
Integration with Existing Systems
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