Automation for Banking & Insurance

July 24, 2020

Automation is an essential building block for digital transformation in any industry. We have compiled a selection of automation use cases from our partners in the banking and insurance industries. This will provide you with an overview of the diverse applications of automation and the positive effects for every business.

Automation for Banking & Insurances – Your Advantages


Software robots carry out tasks quickly and tirelessly – thus accelerating your business.

Higher Quality

The virtual employees work precisely and flawlessly – and you enjoy an excellent output.

Increased Satisfaction

The digital colleagues take care of annoying routine jobs – making your employees happy.

Use Case – More Time for Complex Customer Inquiries

Industry: Insurance
Function: Customer Service

The Situation

The clerks of one of the largest European insurers, with around 2 million customers process an enormous volume of time-bound requests every day. The insured customers communicate via various channels and submit e.g. contract changes or cancellations by  e-mail, via the form in the digital customer portal, or written by hand.

The high amount of work with scarce employee resources and peak loads at the end of the year leads to overtime, frustration, and mistakes. The relatively large amount of typical routine issues leaves little time for handling more complex claims

The Solution

The solution automates the processing of the incoming mail and the handling of standard requests. A combined solution of OCR (Optical Character Recognition) and NLP (Natural Language Processing) semantically evaluates all data from (scanned) letters, faxes and digitally incoming customer requests.

All standard requests are forwarded to a software robot (RPA) for an automated, case-closing dark processing. Only the more complex cases, which require
human judgement, are dispatched to the responsible clerk.


  • Less Stress for the clerks – more time for complex tasks, and allows a dialogue with the customers
  • Error Free and timely processing standard requests thereby reducing the number of second and third requests.
  • ~50% End-to-end dark processing: fully automated, case closing processing of custom requests.

Use Case – Automated Migration of Insurance Locations

Industry: Insurance
Function: Administration/Back Office

The Situation

A large European property insurer with around 3.5 million customers would like to be able to better evaluate existing contracts by referring to the respective insurance locations with regard to risk capital, reinsurance conditions, and reporting requirements.

The insurance locations that define the geographical scope of the insurance coverage for the insured object are available as a list in Excel and have to be transferred to the inventory system for each individual contract.

The Solution

An automated migration of the information to the insurance locations into the new inventory system. Our automation software robots select the relevant data from the Excel file, open the inventory system, search for the correct insurance number and enter or supplement the insurance locations for each existing contract quickly and error-free.


  • Low effort in comparison to manual data transfers.
  • Significantly faster, error-free migration: no copy-paste errors.
  • Quick and accurate reassessment of existing contracts

With numerous routine processes that move sensitive data between different systems, insurance companies and banks have processes that are a perfect fit for digital process automation. With automation for banking & insurances from 6point6, you can accelerate every transaction around the clock – with absolute data security and compliance.

If you’d like to talk more about automation, please do not hesitate to contact us here.

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