Case Study: Generali achieves smarter automation and higher productivity with UiPath

Building a smart automation ecosystem

Generali Group, one of the world’s largest insurance and asset management providers, wanted to advance its digital strategy across Agile, innovation, CRM, data analytics, AI, and smart automation. To support this shift, Generali partnered with UiPath and began exploring robotic process automation (RPA) to reduce manual effort and improve how employees handled repetitive tasks and document-heavy processes.

Using UiPath, including UiPath StudioX and support from UiPath Professional Services, Generali built a smart automation ecosystem that combined RPA with OCR, AI, and NLP. The company used these capabilities to automate tasks like downloading attachments, moving files, and processing forms with suggested actions for operators, helping reduce costs and bureaucracy, increase productivity, and improve employee morale by letting staff focus on higher-value work.

Generali Group

Pierluigi Sanna

Smart Automation Technology Lead