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Baloise
Baloise is a European insurance group headquartered in Basel with subsidiaries in Belgium, Germany, and Luxembourg. For more than 160 years, the company has been providing its customers with peace of mind when it comes to financial matters. Baloise currently employs approximately 8,000 people.
Since 2010, Baloise has been using Insiders Technologies’ AI solutions for automation in input management. As part of a comprehensive multi-cloud strategy, the company fully migrated all its tenant environments to the Insiders Cloud, thereby benefiting from faster innovation, lower operational costs, and a significantly higher speed of implementation for new business requirements.
Industry
Insurance / Input Management
Product
Insiders Cloud (OmnIA, OvAItion, e-invoice pro, GenerAItor)
Volume
~140,000 documents/month /
>250 document classes
"The potential of Insiders' AI OvAItion—especially given its ability to integrate LLMs—is enormous. We currently have a to-do list of about 50 use cases that we want to automate and optimize with AI. The Insiders Cloud and the No-Code-GenerAItor make it particularly easy for us to implement these."
Timo Kohler
Product Owner, Input Management, Baloise
Project Overview
What was the
initial situation?
- Same-day processing of all incoming documents is required—ideally in real time, immediately upon receipt
- Zero-error tolerance in the insurance business: correct assignment and precise data extraction are essential
- Multi-channel: in addition to paper and email, chat, apps, and portals are also used as intake channels
- Very broad spectrum of document classes (more than 250) and use cases—both business-specific and internal (including incoming mail, line-of-business processes, HR documents, and incoming invoices)
- High pressure to implement (“Need for Speed”): many requests from business units for new use cases
Why the decision
Insiders?
- A Long Track Record of Success: Insiders solutions have been used since 2010 as core components of AI-based automation
- Insiders Cloud always provides the latest versions and faster access to innovations—without time-consuming internal update or migration projects
- Clear division of responsibilities: OmnIA/OvAItion/Invoice Management handled by Insiders, integration and domain expertise by Baloise
- No-Code GenerAItor enables self-service creation of AI services by business units
How was the solution implemented?
- Step-by-step migration of all six clients to Insider’s Cloud Services within approximately 18 months
- Implementation of a middle layer to decouple internal systems as a prerequisite for integrating cloud services
- Event-driven control for real-time processing: Claims reports are available in the system within minutes, regardless of the channel
- Strong focus on data security: Data is always encrypted; decryption occurs only for direct processing; processing results are automatically deleted after transmission
- Key Management: T-Systems as the key management provider; ownership of the decryption keys rests exclusively with Baloise; extensive security assessments
- Special contractual requirements due to data transmission from Switzerland to Germany
How can success
be measured?
- Input management has been fully operational since spring 2023, using exclusively Insiders Cloud Services
- Approximately 140,000 documents are processed each month, some with up to 1,000 pages per document
- More than 250 document classes are reliably recognized and processed
- 3 to 4 times faster implementation of requirements
- Self-service model launched: Business units implement use cases themselves using no-code tools; the to-do list includes approximately 50 AI use cases
What are the next steps?
- Expansion of the self-service model for new use cases by business units (No-Code GenerAItor)
- Implementation of additional AI use cases based on a to-do list of approximately 50 use cases
- Further expansion of LLM-based automations via OvAItion