Flexible, lightweight process automation at Switzerland’s largest healthcare insurer


The Helsana Group is Switzerland’s dependable health and accident insurer, offering both individuals and enterprises a complete health and prevention service. It is not listed on the stock exchange and is organized as a holding. With over CHF 6 billion in earned premiums, the company is one of the leading providers in the Swiss insurance market with a workforce of more than 3,000 employees in Switzerland.

The Helsana Group insures over 1.9 million people in Switzerland against the financial consequences of illness, accidents, maternity and long-term care in old age. With a wide range of products and services in the areas of basic, supplementary and accident insurance, Helsana is committed to the lives of each and every one of its members.

Helsana develops insurance solutions to mitigate the economic consequences of illness or accident-related occupational absences for 44,400 companies and associations with a total of 710,000 insured members.

Starting with a straightforward Proof of Concept, Helsana wanted to build a simple customer self-service sign-off, enabling customers to verify their identity and purchase products directly online. Alongside, the PoC team built a ‘Helsana Process Cockpit’ based on Camunda Optimize, which shows the status of the self-service sign-off process at-a-glance and whether there are bottlenecks that need to be addressed. In just 2½ days the team completed the POC, backend integration, output management integration, ERP contract process and compiled documentation. Within the first three months of the go-live, 15,000 applications were made via the self-service sign-off.