Hosting in Germany
Your data is hosted in Germany, in the EU. Backup hosting in further regions is possible for additional resilience.
Integration & security
Integration and security, worked out with your IT team.
Aestimo complements your existing systems rather than replacing them. We clarify data flows, interfaces and operational responsibilities with business and IT teams before the first case goes live.
Security & compliance
Hosted in Germany. Encrypted end to end.
End-to-end encryption
Data is encrypted in transit and at rest.
ISO 27001
Information security in line with ISO 27001 requirements.
DPA & SLA
A clear data processing agreement and a binding service level agreement.
DORA
Compliant with the Digital Operational Resilience Act – and supports your obligations on ICT third-party risk.
Cyber Resilience Act
Compliant with the requirements of the EU Cyber Resilience Act.
The platform
From the first image to the decision – without replacing your core system.
Your insurance environment
Your systems
Core systemWorkflowDMSCRM
API
Aestimo
Capture + Insurance AI Workbench
Capture and structure evidence
Run approved AI workflows
Route exceptions to expert review
Record process and audit history
API
Model boundary
Selected AI models
Cloud or on-premise models – interchangeable per use case.
Approved output returns to the existing insurance process
Interfaces
Connected where your processes run.
REST API
Create cases, assign owners, read and write metadata and documents.
Webhooks
Notify your systems of Aestimo events automatically.
API-only case creation
Optional: cases are created exclusively from your core system.
External identity provider
Optional: users are created and removed exclusively through your IdP.
Document delivery
Storage in Zoho WorkDrive or delivery by email per category.
Model choice
AI models remain an interchangeable component – cloud or on-premise.
Access & traceability
Clear roles, clear trails.
Both products use role-based access – each with its own role model, built for what it does.
Aestimo Capture
Every account has exactly one role and is assigned to groups and claim categories. Access is scoped to the cases a team is responsible for. Events such as links sent, calls accepted and status changes are recorded in the case log.
| Role | Permissions |
|---|---|
| User | Create and edit cases, send links, answer calls, comment, change status, download. |
| Supervisor | As user, plus statistics and reading and deleting cases in their groups. |
| Admin | As user, plus user management, statistics and configuration. |
| API (technical) | No interface. Create cases, manage documents and metadata per group, register webhooks. |
Insurance AI Workbench
Its own role model, specialised per module: the roles available depend on which Workbench modules you use. During setup, we map them to your organisation.
Data protection
Data-minimal from the first capture.
Consent
GDPR consent before capture can be made mandatory, with your own text.
Location only during capture
No background tracking. Location sharing required or optional.
Retention per category
Deletion periods from 1 to 60 days per claim category.
Secure case links
Every customer receives a secure link tied to their own case.
Rules set by the insurer
You decide which cases run fully automated and which your experts review.
Governance
Control is part of the workflow.
The question is no longer whether to use AI – it’s how: safely, repeatably, in line with the AI Act and under control.
Review steps per process
From straight-through processing to expert approval: you decide where people review, correct and decide.
Versioned workflow components
Prompts, models and knowledge sources are managed as controlled parts of the process.
Roles and data minimisation
Permissions control who sees which insurance data.
Audit history
Interactions, changes, outputs and review steps are recorded.
Operations & documentation
What we define together in the project.
- Operating model and responsibilities
- Privacy documentation
- Recovery and exit scenario
- Roles, groups and retention periods
From conversation to pilot
Start with one use case. Measure the impact. Then scale.
Select a use case
Agree on the process, starting point and desired outcome.
Connect the workflow
Align data, roles and handovers with business and IT.
Measure the impact
Compare follow-up questions, time to a workable case and handover quality.
Book a demo
Bring one process. We’ll show you where Aestimo fits.
A specific use case is the best starting point.