Case Study: Generali Slovenia achieves streamlined digital insurance processing and lower operational costs with Ultimus BPM

Generali - Customer Case Study

Generali Slovenia, part of the global GENERALI group and now the country’s second-largest insurer after merging with Adriatic Slovenica, needed to streamline high-volume, multi-channel insurance operations while keeping data accurate and compliant. The insurer faced complex processes across branches, contractors and legacy systems—handling new policies, offers, changes, cancellations and payouts—requiring better transparency, lower operational risk and reduced costs.

Since 2008 Generali Slovenia has used the Ultimus BPM platform as a middle layer to connect 11 backend systems and dealer channels, automating workflows for policy checking, complaints, terminations, attachments, bank postings and agent tasks. The solution supports 3,700 daily users, processes about 1.2 million cases and 12 million tasks per year, uses REST/SOAP integrations (up to 34 methods), and delivered higher employee productivity, single-point data entry, lower costs and risks, full compliance and more reliable data for decision-making.

Generali