die Bayerische

Searching for the origins of the insurance group Die Bayerische reveals a rich and consistent evolution. The history of Die Bayerische begins as early as 1858 with the establishment of a so-called pension and funeral association of the Royal Bavarian State Railways, which later became the “Funeral Fund of Bavarian Civil Servants.” After several name changes, the establishment of a property insurance subsidiary in 1962 led to the formation of a powerful insurance group, which has been operating in the market since 2012 under the brand “Die Bayerische.” Today, the insurance group consists of the companies Bayerische Beamten Lebensversicherung a.G. (parent company), Neue Bayerische Beamten Lebensversicherung AG, and the property insurance company Bayerische Beamten Versicherung AG.

Digitalization long before today’s trend

However surprising given its 160-year history, Die Bayerische had already begun separating from paper documents long before the general trend towards digitalizing business processes emerged. More precisely, this shift began as early as May 2006, over ten years ago. At that time, the first implementation of the document management system by d.velop AG took place. In several stages, electronic document archiving, combined with a scanning component and workflows, was introduced for various departments.

The aim was to convert all incoming mail, including invoices, reports, and other documents, into electronic data through document capture and provide them to the departments digitally for processing using workflow management. This also involved introducing digital files, such as electronic customer files, to move away from paper files. Holger Kühl, who was the technical contact during the system implementation and still responsible for the DMS landscape, recalls, “The transition to electronic document management marked a significant change in our administrative procedures.”

• 450 Employees
• 83000 Monthly Workflows

Monthly 83,000 workflows at Die Bayerische

These were just the initial steps of digitalization. Once the benefits became apparent, Die Bayerische consistently expanded its DMS landscape with additional solution components. For example, in 2007, they integrated information from all input channels, including fax and emails, into the DMS. They also realized SAP integration as well as sales integration in transaction processing. “Driven by our conviction that electronically supported processes lead to significant efficiency advantages, we developed a strong ambition to drive digitization forward quickly,” reports Holger Kühl. He adds, “With the DMS as a basis, we have built new digital processes, and this system is now the central hub for information in process automation.”

Indeed, this early focus on digital processes has paid off significantly for Die Bayerische. While the number of processing cases has increased significantly since then, the system has significantly relieved the over 400 DMS users. To put it in impressive numbers: Since its inception in 2006, around seven million workflows have been processed for insurance transactions across various departments through the ECM system. Currently, there are approximately 83,000 workflows per month, while the production archive contains around 41.6 million objects.

We were looking for a DMS partner who is characterized not only by future-proof solutions, economic stability, and affordable licensing costs, but with whom collaboration on an equal footing is possible..

Holger Kühl
Head of Organizational Unit, Die Bayerische

Equal Partners

This development has also contributed to the fact that Bayerische presents an exceptionally positive economic picture. The total premium income of the group amounted to more than 600 million euros in 2020. The group continuously increases its equity capital and is well above the industry average. It manages investment assets of over 5 billion euros. 1 million customers are served by personal advisors from Bayerische nationwide. The rating agency Assekurata has once again awarded Neue Bayerische Leben the quality grade A+ (“excellent”) in a recent comprehensive company analysis.

Looking back on the now over 15-year collaboration between Bayerische and d.velop, Kühl reflects positively. “We were looking for a DMS partner who is characterized not only by future-proof solutions, economic stability, and affordable licensing costs, but with whom collaboration on an equal footing is possible.” This expectation has been consistently met, even when it comes to flexibly responding to new requirements of the insurance group.