In this case study, we will explore how our solution enabled a large financial institution operating in the leasing industry to increase sales of motor insurance. By implementing an automated system, the client was able to generate competitive insurance offers online from various insurance companies, providing personalized solutions to their customers.

Client Profile

The client is a prominent financial institution operating in the leasing industry and ranks among the top five lessors. With a focus on providing comprehensive leasing services, the client identified an opportunity to boost their insurance sales, specifically insurance renewals and leases. To achieve this, they sought a solution that would enable them to generate competitive offers from multiple insurance companies and provide personalized proposals to their customers.


The motor insurance market is highly competitive, and offering products from a single insurance company proved insufficient to meet the diverse demands of the market. The client recognized the need to consolidate a range of competitor offers and present them in a structured way to provide customers with a personalized and comprehensive insurance offering. Additionally, they required the flexibility to easily add new insurance companies and configure communication risks. The challenge was to build a solution that could address these requirements effectively.


Our solution leveraged Camunda’s Business Process Management (BPM) platform and a microservice approach to automate the insurance sales process. The project team developed a system that consolidated insurance offers from multiple companies and presented them in a user-friendly and structured manner. The solution allowed for easy configuration of communication risks and the addition of new insurance providers. By integrating with various insurance companies’ APIs, the system could generate competitive offers online based on customer preferences and requirements.

Key Features and Benefits

  1. Increased Sales: The automation of insurance sales and the ability to provide personalized proposals resulted in a boost in insurance renewals and leases, leading to increased sales for the client.
  2. Competitive Advantage: By consolidating offers from multiple insurance companies, the client gained a competitive edge by offering customers a wide range of insurance options and ensuring they receive the most competitive rates.
  3. Streamlined Process: The automated system simplified the process of generating insurance offers and enabled efficient tracking of the entire sales process, enhancing overall operational efficiency.
  4. Flexibility and Scalability: The microservice architecture and flexible configuration options allowed for easy integration of new insurance companies and adaptation to changing communication risks, ensuring the system can scale and evolve with the client’s needs.


The implementation of our insurance sales automation solution delivered significant benefits to the client. With the new system in place, the client was able to offer online insurance services and personalize proposals tailored to each customer’s needs. The process of generating insurance offers was simplified, allowing for quick and efficient tracking of the process status. The client now has the ability to continuously develop and improve the system to meet evolving market demands and customer expectations.


Through the implementation of our insurance sales automation solution, the client experienced increased sales of motor insurance by offering personalized and competitive proposals to their customers. The consolidation of offers from multiple insurance companies and the user-friendly presentation of options provided a significant advantage in the highly competitive motor insurance market. With a streamlined process and the ability to track and develop sales activities, the client can continuously improve their insurance offerings and meet the evolving needs of their customers. Our solution empowered the client to optimize their insurance sales processes and achieve remarkable results in the leasing industry.