Business Automation and AI Agents in
Insurance

Industry menu

Digital Workers automate hundreds of insurance processes

Insurance automation has leapt from isolated RPA bots to AI‑orchestrated workflows where digital workers and humans sync in real‑time - streamlining data from submission to claim, slashing cycle times, and unlocking growth.

With AI Agents driving decisions, carriers that align strategy, data quality, and tech investment are already delivering sharper risk insights and standout customer experiences.

Explore how an Agent Workforce, a network of specialised AI agents that converts unstructured data, validates coverage, detects fraud, and settles claims autonomously, can future‑proof your operations. Learn more https://agent-workforce.com

New eBook

Transforming Insurance with Automation

Read eBook

Webinar

How to build a resilient and scalable digital workforce to respond to peaks and troughs in workload in your Insurance Business

Watch recording

Watch video
youtube-video-thumbnail

RPA at If Insurance – People and robots working together

At If, one of the Nordics' leading insurance companies, understanding the needs of their employees and customers has been put to the center of Robotic Process Automation. Watch the company's story video and learn how RPA can help to improve both employees' work experience and customer service.

Heatmap for Insurance processes

high
Automation potential

High

medium
Automation potential

Medium

Customer service Risk & Compliance Insurance sales service Claims handling
Green card KYC Updating an e-invoice address Using AI to recognice damages (vehicle)
Company customers yearly info Real time analytics with RPA Online insurance to the legacy system Direct claim from a partner to the insurer
Travel insurane certificate AML Changes of the insurance object Enhancing after service processes
Enhancing after sales processes LOG data for audit trail Changes in payment terms Updating bank account information
Termination of an insurance Sanction screening Enhancing after sales processes CSAS feedback loop
Classifying customer messages by utilizing AI Authority inquiries CSAS feedback loop Redirecting claim to the right handling process (AI)

Process examples

risk-and-compliance

Risk and Compliance

Each task performed by a software robot can be monitored and recorded at every step, which provides an audit trail.

READ MORE

This can help with regulatory compliance and support further process improvement. Digital Workforce helps build faster and less expensive processes instead of using personnel on authority inquiries, audit trails and compliance.

no-hidden

Sales and Underwriting

The multiple tasks in sales and underwriting can benefit greatly from automation.

READ MORE

Automating corporate customer annual reports; updating e-invoicing contact details; transferring insurance policies purchased online automatically to a legacy system; handling insurance termination notices; producing travel insurance; medical, or other certificates; and responding to inquiries or changing premium payment schedules can all benefit from  automation.

Digital Workforce helps insurance companies to respond faster to customer needs.

contact-center

Contact Center

When the volume of incoming emails and customer messaging is high, it is possible to secure a faster response time.

READ MORE

This can be done by classifying customer emails and online message using Natural Language Processing and Machine Learning techniques in combination with Robotic Process Automation.

These methods speed up priorisation of important and urgent inquiries for the team. Chatbots can be used to enhance customer experience, and strengthen customer relations. Digital Workforce can work with you to build customer satisfaction.

financial-administration

Financial Administration

Automation enables faster and more effective processes in financial administration.

READ MORE

From the validation of master data, the preparation and posting of recurring journal entries, through ensuring the completeness and accuracy of interface transfers between subledgers and the GL, to preparation of supporting documentation for month-end journal entries - automation enables faster and more effective processes.

Opportunities exist within reconciliation and analysis of month end accounting and reports, including Real Time Analytics and document archiving. Other options include setting up supplier data, handling refunds, indirect and direct tax automation, revaluation of assets and debts based on group accounting policy. Digital Workforce supports innovation of processes in all these areas and more.

claims-handling

Claims

Opening or transferring an online claims application to a legacy system is frequently a target for automation.

READ MORE

Automating the claims assessment process or related payments from healthcare and rehabilitation companies is also achievable. Artificial Intelligence technologies such as Image Recognition can have significant impact on claims assessment significantly increasing accuracy.

Digital Workforce targets claims handling as a core processes in building a stronger and more efficient operation through Robotic Process Automation.

Latest News & Resources related to Insurance

RPA Technology Migration

Digital Workforce Launches RPA Technology Migration for Long-Standing Insurance Client

Press release, 28 April 2025 08:00 AM EEST Digital Workforce Services Oyj today announced the start of a ...
Read More →
automation in insurance
eBook – Transforming Insurance with Advanced Automation Solutions
Read More →
Full-Stack Automation Services
Digital Workforce Selected as Full-Stack Automation Services Provider by Prominent Nordic Occupational Pension Insurance Company 
Read More →
advancing automation
Advancing automation in an automation mature organization – A case story from Keva
Read More →