Capgemini Financial Services global

Generali GC&C

Document Processing · Risk Management

Generali GC&C needed to simplify a complex underwriting and operations landscape spanning CRM, document management, and multiple country processes so underwriters could work faster with better data quality and lower operating cost.

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1.9 TB of content migrated from multiple countries

60% reduction in software licensing costs

75% reduction in support and maintenance staffing costs

80% faster completion of pre-bind underwriting activities

Reported impact

Business outcome

Generali GC&C made pre-bind underwriting work 80% faster, improved underwriter productivity and data quality, reduced software and support costs, and gained a globally standardized underwriting experience across countries.

Solution

Generali GC&C and Capgemini built AGORA as a cloud-native underwriting and operations platform that replaces fragmented legacy tooling with a unified SaaS environment and a Gen AI assistant. The implementation standardized submissions and servicing workflows, enriched risk and customer data, and provided underwriters with intuitive interfaces for the pre- and post-bind lifecycle. Microsoft Dynamics 365, Power Platform, and SharePoint Online underpin the platform, while a custom Outlook add-in lets users create opportunities, manage submissions, and attach documents directly from email. Capgemini also migrated 1.9 TB of content from multiple countries into SharePoint Online to consolidate live and archived documents on one secure platform. AI-powered extraction and enrichment, compliance screening, document generation, and downstream integrations are brought together inside AGORA, which is updated quarterly and supported by governance, hypercare teams, and local champions.

Data flow

Submission and servicing data is standardized inside AGORA and related Microsoft workflow tools, documents are consolidated into SharePoint Online, AI services extract and enrich underwriting information, and users work from Dynamics 365 and Outlook-connected interfaces to manage risk and service activity.

Solution architecture

6 components · 4 layers

Compute
- Gen AI-powered assistant Provides on-demand platform information, automates routine tasks, and handles service requests for users.
Storage
- SharePoint Online Stores and consolidates live and archived document content from multiple countries on a secure platform.
Serving
- Dynamics 365 Hosts core underwriting and CRM workflows inside Microsoft’s cloud-based technology stack.
- custom Outlook add-in Lets users create opportunities, manage submissions, and attach documents directly from their inbox.
Orchestration
- AGORA Acts as the core global underwriting platform managing the pre- and post-bind lifecycle of commercial insurance submissions.
- Power Platform Supports automation and workflow execution across the unified underwriting environment.

Architecture clues

Hypercare teams supported data, integrations, pricing, and risk engineering after launch
Quarterly releases extend the platform after an MVP launch
Structured governance and AGORA champions balanced global standardization with local needs
The platform centralizes workflows, sanctions and compliance screening, pricing and rating tools, and document generation

Evidence from the source

"Built on Microsoft’s cloud-based technology – hosted on Dynamics 365, Power Platform and SharePoint Online – the solution replaced legacy systems, lowered infrastructure and licensing costs, and improved data quality."

"Capgemini also helped to modernize the insurer’s document management landscape by migrating 1.9 TB of content from multiple countries to SharePoint Online"

"Generali GC&C and Capgemini worked together to introduce AGORA, a cloud-native SaaS solution, as an automated, Gen AI-powered alternative to the insurer’s legacy systems."

"Pre-bind underwriting activities became 80% faster"

Transparency Evidence & methodology 100/100 reference value · 93% confidence · 2 sources

Review how this reference was scored and trace each normalized claim back to its documented source.

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value100/100

Problem clarity20/20
Measures whether the customer's operational problem is specific enough to compare.
Implementation depth25/25
Rewards named components, data flow, integrations, and architecture detail.
Outcome specificity20/20
Measures whether the reported benefit is concrete rather than a generic claim.
Quantified impact25/25
3 metrics describe measurable impact.
Deployment scale10/10
Rewards evidence of a live or scaled deployment and meaningful integration scope.

Evidence confidence93%

Source authority20/25
The main evidence is an official vendor-published customer story.
Claim traceability23/25
11 of 12 key fields link to a named source.
Direct evidence20/20
4 direct source quotes retained.
Date provenance10/10
The publication date comes from the source page or publisher.
Source transparency10/10
2 source references document publisher, URL, authority, retrieval, and supported fields.
Implementation specificity10/10
Rewards source-backed components, data flow, quantified impact, and a specific outcome.

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

Capgemini
Generali GC&C transforms its underwriting business to increase efficiency by 80% - Capgemini

First-party
https://www.capgemini.com/news/client-stories/generali-gcc-transforms-its-underwriting-business-to-increase-efficiency-by-80/

Source type
Vendor-published customer story

Published
May 8, 2026
Supports
- Customer
- Business problem
- Solution
- Products
- Solution components
- Data flow
- Integrations
- technical area
- use case category
- Business outcome
- outcome category
- Metrics
- Architecture
- evidence quotes
- Publication date
LinkedIn
Generali Global Corporate & Commercial | LinkedIn

Third-party
https://www.linkedin.com/company/generali-global-corporate-and-commercial/
The Organization JSON-LD includes sameAs 'https://www.generaliglobalcorporate.com/' and numberOfEmployees value 603.

Source type
Structured company profile
Supports
- Company size

Date evidence

Published on source page May 8, 2026 · Capgemini · First-party
Open date source

Not separately sourced Industry, Region. Treat these normalized attributes as lower-confidence until a dedicated source is added.

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