INTERVISTA AG

Insurance process automation and sales digitalization platform for the European market

Core Administration Established Bootstrapped

Overview

INTERVISTA AG is an insurance process automation platform provider for insurers, neocarriers, and embedded insurance operators in the European market. Founded around 2000 and headquartered in Potsdam, Germany, the company develops modular software for policy administration, commission management, and partner channel distribution. The company is part of the IT-Cooperation Insurtech-Alliance, a five-member consortium focused on insurance automation and digital policy issuance.

The company's InsuranceFactory platform combines product-model-driven process automation with real-time policy inventory management, enabling digital policy issuance from a single source. Supporting modules cover partner portal management, lead distribution, commission provisioning, risk assessment, and self-service digital applications. The architecture integrates with existing ERP, CRM, and SAP systems without requiring full system replacement, which makes it applicable for legacy modernization projects. AI-augmented rule-based audit controls support compliance requirements in regulated European markets.

The InsuranceFactory platform handles over 100,000 contracts monthly across a network of 50,000+ business partners. Publicly referenced customers include Schutzgarant and Sparbonus on the insurance side, alongside enterprise organizations in automotive, energy, and professional services sectors.

Products & Services

InsuranceFactory

Product-model-driven platform for insurance business process automation and real-time policy inventory management. Supports digital policy issuance and embedded framework capabilities for insurers and neocarriers.

Key Features

Real-time insurance inventory management
Product-model-driven business process configuration
Digital policy issuance from a single source
Compliance-by-design architecture for regulated markets

Target Users: Carriers, neocarriers, embedded insurance providers

WebActive

Omni-channel partner portal with integrated digital application processes for business partner networks.

Key Features

Multi-channel access for partner submissions
Integrated digital application workflows
Partner self-service and interaction management

Target Users: Carriers and MGAs managing broker/agent networks

CashActive

Real-time commission provisioning system for complex compensation structures.

Key Features

Real-time commission calculation and payment processing
Multi-tier compensation model support
Transparent audit-safe reporting

Target Users: Carriers and distributors with complex commission arrangements

LeadActive

Centralized lead management and distribution system across multiple channels.

Key Features

Lead consolidation across channels
Automated routing and distribution
Multi-channel integration

Target Users: Carriers and brokers managing sales pipelines

RiskActive

Real-time integrated risk assessment platform for automated evaluation.

Key Features

Automated risk evaluation
Real-time decision support
Integration with underwriting workflows

Target Users: Carriers and underwriters requiring automated risk screening

Additional Modules

Key Features

SelfActive - Online self-service application workflows for end customers
TouchActive - Tablet-based sales application for field service representatives
ChartActive - Performance reporting and analytics dashboard
WhatsActive - Process speed monitoring and SLA control
ArchiveActive - Audit-safe process documentation and archival

At a Glance

Headquarters: Potsdam, Brandenburg, Germany
Funding: Bootstrapped

Category & Focus

Category: Core Administration
Subcategories: Policy Administration Business Process Automation Distribution & Sales
Insurance Verticals: Life & Annuity P&C Personal P&C Commercial
Target Customers: Carriers, MGAs/MGUs, Brokers