Fragmented channels, isolated systems, manual processing.
Insurance companies: From paper applications to a fully digital customer experience.
Today, the customer journey at insurance companies often runs across fragmented channels, paper processes and distributed data. ajila connects customers, specialist teams and service providers in a seamlessly digital, integrated and secure process — from application to benefit.
Today vs. with ajila
Applications by post, unclear processing status, inconsistent brand experience — the gap between expectation and reality in insurance is large. ajila closes it.
Today
Broken Customer Loop
- Application forms by post, fax or unsigned email
- Manual data entry and queries by claims handlers
- T&Cs and product information maintained decentrally in Word and SharePoint
- Signatures by letter with long waiting times
- Communication channel by channel — letter, email, portal each separately
- High return rate, inconsistent brand experience, high costs
With ajila
Reinvented Customer Experience
Intelligent processes — from first click to archive.
- Mobile-optimised, accessible online forms with integrated logic
- Structured data capture — valid data directly into the core system
- A single source for contracts, policies and product texts — individual output on demand
- Qualified electronic signature in seconds, legally binding
- One template, multichannel output — personalised, consistent, compliant
- Lower error rate, consistent brand experience, less manual work
Customer Journey
So you can digitalise the customer journey with your insurance customers.
Guided data capture
Intelligent online forms guide policyholders step by step through every process — launchable directly from the website, customer portal, inventory system or CRM. Validations and pre-filled fields ensure complete, valid data first time. Where needed, the policy, claims confirmation or other contract documents are automatically generated based on the data entered.
Further processing by your specialist teams in the cockpit
All collected customer information from the online forms and the accompanying documents flow centrally into the cockpit — clearly arranged, prioritised and directly processable by your staff. Missing documents or additional information can be requested from the policyholder at the touch of a button, without media interruption and without postal route.
Digital collaboration with customers
No paper, no post, no media interruption: customers, advisors and specialist teams collaborate on the same process in real time — whether for new applications, claims or contract changes.
Electronic signatures — legally binding and paperless
Documents are signed digitally, qualified and legally binding — ZertES/eIDAS-compliant and e-ID ready. No printing, no postage, no waiting time.
Transfer to core systems
Completed data and signed documents are automatically transferred to the core insurance system — no manual re-entry, no duplicate maintenance, no errors.
Consistent contract content
T&Cs, product information and policy templates are maintained centrally in ajila Content Control and kept up to date automatically — for every channel, every document, every customer.
Your processes, digitally reimagined
From new customer onboarding to claims notification, we digitalise key processes along the entire customer journey. Our solutions are designed to be fully digital, integrate seamlessly into existing system landscapes and meet the highest requirements for compliance and brand appearance. This creates efficient, scalable processes with optimal data quality and a consistent customer experience across all channels.
Application & new customer process
Onboarding, risk assessment and contract conclusion in one digital flow — without media interruption, available 24/7.
Claims notification & processing
Digital claims reporting with guided data capture, document upload and automatic status notification — transparent for customers and efficient for teams.
Policy management & changes
Address changes, coverage adjustments and policy renewals — processed digitally, without paper and without media interruption.
T&Cs & product information
Central management of all contractual documents — always up to date, versioned and automatically distributed to all channels.
Electronic signatures & contracts
Legally binding digital signatures for all contract types — qualified, ZertES/eIDAS-compliant and e-ID ready.
Integrating service providers and brokers digitally
Brokers and service providers are integrated into digital processes — with their own access, defined roles and seamless data flow.
Our Solutions
Discover our solutions for a reimagined customer experience.
Regulation for Swiss insurance companies.
Onboarding under AML
KYC by design: identification and due diligence obligations directly in the onboarding flow.
High data protection and encryption
Hosting in Switzerland: data processing exclusively in Switzerland, role-based access control and full encryption.
Signatures under ZertES/eIDAS
QES-capable: qualified electronic signature — equivalent to a handwritten signature.
WCAG 2.1
Barrier-free: all forms and documents meet accessibility standards for maximum accessibility.
e-ID ready
Opportunities of the new identity standards: the Swiss e-ID is seamlessly integrated into the processes.
The digitalisation of your processes starts here
Shape the future of your digital processes. We show you how ajila transforms your customer journey.