Insurance & InsurTech

65% lower cost per insurance claim

New base product, resellers connected in one day and 99% of transactions automated.

Cheaper and flexibly adaptable insurance products can be offered as an add-on to, for example, sports equipment, bicycles or agricultural machinery. The freed-up capacity flows into claims handling and customer service; the owners concentrate on new resellers and partnerships.

until a new reseller is connected
1 day
until a new reseller is connected
of calculation and handling transactions automated
99%
of calculation and handling transactions automated
Team discussing process data on large screens

Overview

01 · Problem

Administrative effort made policies more expensive and made individual offers harder for manufacturers and retailers.

02 · Approach

Product strategy, an adaptable CRM and standardised processes produced a base product with modular reseller offers.

03 · Result

The cost per insurance claim fell significantly; new resellers are connected in one day, and calculation and handling run almost entirely automatically.

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Before / after

What changed in the business.

Cost per caseBeforeHigh administrative shareAfterSignificantly lower through standardisation
Reseller onboardingBeforeIndividual coordination for each partnerAfterIn one day
Calculation and handlingBeforeMostly manualAfter99% automated

Insurance & InsurTech

Insurance white label reseller CRM automation

Starting point

A brokerage in Austria wanted to open up new business areas and was looking for a scalable model for insurance products that manufacturers can offer under their own brand as an add-on. Every variant, every policy and every renewal had until then generated administrative effort that drove up the price of the product.

How can onboarding of new insurance resellers be cut to one day?

During the project, the business areas were analysed and a base product with deliberately lean administration was designed. The CRM was adapted along the entire chain: calculation, policy issuing, documents, billing and renewal interlock as one continuous process.

Variants for individual manufacturers are created as modules on the same basis, without having to build a separate process for each partner. Onboarding a reseller thus becomes a configuration task rather than a project, and operational focus shifts from case processing to partner acquisition, claims and service.

At a glance

Levers and services.

Services
AnalysisConsultingStrategyConceptImplementation

Result

Result and assessment.

until a new reseller is connected
1 day
until a new reseller is connected
of calculation and handling transactions automated
99%
of calculation and handling transactions automated

Cheaper and flexibly adaptable insurance products can be offered as an add-on to, for example, sports equipment, bicycles or agricultural machinery. The freed-up capacity flows into claims handling and customer service; the owners concentrate on new resellers and partnerships.

What entrepreneurs can take from this

A white-label product only scales when every new partner is a configuration and not a new project.

A mechanism, not a promise of results: the effect depends on your starting process.

Frequently asked questions

Questions about this case.

Your question is not here? In the initial conversation we take 30 minutes for your specific topic.

In the process described, calculation, policy issuing, document creation, billing and renewal are mapped as one connected CRM process. Claims and partner support deliberately remain with the team.

Cheaper and flexibly adaptable insurance products can be offered as an add-on to, for example, sports equipment, bicycles or agricultural machinery. The freed-up capacity flows into claims handling and customer service; the owners concentrate on new resellers and partnerships.

The principle yes, the implementation never one to one. A white-label product only scales when every new partner is a configuration and not a new project. In the initial conversation we check which part of it has the greatest leverage for you.

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