We are shaping the future of insurance companies!

Industries
Insurance Companies

Insurance Companies

The insurance industry is undergoing profound changes: digital innovations are changing customer expectations, while increasing regulatory requirements are increasing the pressure to adapt. At the same time, a shortage of skilled workers and a changing market environment are creating additional demand for transformation.

But every challenge also opens up new opportunities – for customer-oriented services, leaner processes and sustainable business models. We are familiar with the dynamics of the insurance market and support companies on their way to future-proof solutions.

Actively shape the transformation of the insurance industry now!

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E2E digitalization of insurance sales

Double your customer contacts through digitalization

Many insurers are currently facing the challenge of making their sales operations fit for the future: today's customers expect seamless, digital touchpoints – from the initial search for information to the conclusion of a contract. Traditional sales channels are reaching their limits: limited reach, long response times, and a lack of data integration. The result: opportunities for customer loyalty and cross-selling remain untapped.

With end-to-end digitization of sales, you can lay the foundation for doubling your customer contacts – through automated processes, digital consulting tools, and the intelligent use of customer data. Policyholders can interact at any time via self-service portals, apps, or video consulting, while your sales team can respond specifically to their needs using modern CRM systems.

Our experience shows that a consistent operating model is crucial – from lead generation and digital campaigns to closing deals and after-sales service. We support insurance companies in transforming their sales model, identify quick wins (e.g., automated quotation processes or AI-supported next-best-action recommendations), and operationalize these together with your sales units in 100-day plans.

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Consulting services for insurance companies

Strategy & Innovation

We support insurance companies in developing a future-oriented strategic direction. The focus here is on business and divisional strategies, strategies for digital customer interactions, as well as data and AI strategies – as central levers for sustainable competitiveness. With effective innovation management, we support you in actively shaping change and expanding competitive advantages.

Business & IT Transformation

We make insurance companies fit for the future – with a holistic view of structures, processes and capabilities. In doing so, we address the central levers of transformation – from organizational development and the redesign of processes and roles to the targeted development of skills. With our IT expertise and the implementation of modern software solutions, we support the transformation of your IT organization. At the same time, we strengthen your ability to innovate through digital services and scalable platform architectures.

Operational Excellence

We help insurance companies achieve sustainable efficiency gains in their organization through operational excellence, lean administration, process automation and digitization. Our approach focuses on consistently aligning your services with customers, reducing manual effort and establishing end-to-end digital processes. At the same time, we empower employees and managers to actively shape efficiency and flexibility in operations – for more future-proofing in a dynamic market environment.

Regulation

We support you in implementing key regulatory requirements such as MaRisk, DORA, NIS2 and the AI Act. Together with you, we identify specific areas where action is needed and ensure that legal requirements are implemented efficiently, sustainably and in a way that is relevant to your practice. In addition, we prepare external audits such as those conducted by BaFin: checking the deliverability and completeness of all requested documents or preparing for audits by regulations Quick-Check. We ensure that you meet the relevant compliance requirements, while strengthening your internal organization to ensure sustainable and legally compliant corporate governance.

Governance, Risk & Compliance (GRC)

We support you in building integrated GRC structures with a particular focus on IT risks, information security and regulatory requirements. The focus is on linking governance mechanisms, effective risk management and sustainable compliance – tailored to the complex conditions in the insurance industry.

Together, we develop robust information security structures and ICS structures, support the development of company-wide risk management and action management, and accompany the introduction of digital GRC solutions. In this way, we create transparency, reliability and resilience – as the basis for secure and compliant corporate management of insurance companies.

Governance, Risk & Compliance

Cloud migration in the insurance industry

greater agility, lower costs

Insurance companies are currently under pressure: increasing regulatory requirements, growing data volumes, and at the same time the need to reach customers more quickly with innovative services. Legacy systems and historically grown IT landscapes often slow down innovation and increase operating costs. “De-risking” has become a key word when choosing a location.

Cloud migration offers insurance companies the opportunity to make their IT architecture future-proof through flexible scaling, greater reliability, and reduced infrastructure costs. At the same time, it lays the foundation for the efficient integration of new technologies such as artificial intelligence and automated claims processing.

Our experience shows that the success of a cloud transformation depends on a clear strategy – with a focus on regulatory requirements (BaFin, Solvency II, DORA), IT security, and business continuity. We support insurance companies in developing an individual migration roadmap, selecting the appropriate cloud platform (public, private, or hybrid), and securely migrating business-critical applications such as inventory or claims management systems.

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Project stories from insurance companies

IT Strategy 2026–2030

Development of a sustainable IT strategy that takes regulatory requirements into account
Vision, mission, KPIs, and prioritized focus areas as a basis for control
Areas of action with dependencies, duration, and project profiles for a quick start
DORA and VAIT requirements integrated, audit risks reduced
Clear roles, processes, and target operating mode
Cloud strategy, integration platform, and data architecture defined
Security governance, IAM, and contingency plans established
IT budgeting, controlling, and performance measurement introduced
Workshops, awareness, and coaching ensure sustainable implementation
Future Trends in Mobility at Allianz Insurance AG

Competitive Differentiation through Service Development Based on Innovation Trends
Raising awareness for future developments
Creating transparency about opportunities and risks of the business model
Supporting decision-making in the prioritization and selection of possible strategic options
Strategic program to meet the regulatory requirements DORA

Gap analysis of the regulatory requirements of DORA and derivation of a viable implementation roadmap
Design and implementation of the IT transformation program to meet the requirements
Establishing governance for the IT function
Development of the necessary rules and regulations such as guidelines and policies as well as process and organizational structure
Introduction of requirements management, IT third party management, ...
Implementation of key projects such as requirements management, process definition, IT system introduction and support
Empowerment of the organization
Strategic IT Security with Focus on Business Continuity

A clear IT security strategy was developed, tailored to the specific business requirements and risks of the organization
A structured Business Continuity Management (BCM) system was introduced to ensure the continuity of operations in the event of IT disruptions or crises
IT and business risks were proactively identified, with effective measures implemented to minimize these risks
Clear processes and responsibilities were established to ensure a rapid and effective response to security incidents and emergencies.
Compliance with legal requirements and industry-specific standards was ensured

"In collaboration with UNITY AG, we were able to identify the future requirements for our company. In the strategy roadmap, the necessary tasks are structured and presented in a traceable manner. Thanks to regular roadmap reviews, we can ensure that we stay on the right path towards the future."

Dr. Jochen Heinemann

Head of Department

Allianz Insurance AG