Automating Disability Claims Handling with Intelligent Automation

Introduction

NN Belgium is a leading insurer supporting customers through life events. Their claims teams handle sensitive dossiers where speed, consistency, and compliance are critical especially in disability claims with complex follow-up and documentation needs.

Client

NN

Client since

2025

The problem

Claims handling relied on multiple tools and manual steps (status follow-up, document/folder handling, logging), leading to delays, inconsistent execution, and limited end-to-end visibility—while classic back-office integrations were restricted by governance.

How we solved it

We co-created a system with claims users and delivered a model-driven Power App as the central case cockpit. Data from the legacy CRM was made available via Power BI export to SharePoint and ingested into Dataverse via a scheduled dataflow. Power Automate workflows removed repetitive steps (e.g., folder creation, FDR integration) and standardized logging for better traceability and auditability.

We co-created a system with claims users and delivered a model-driven Power App as the central case cockpit. Data from the legacy CRM was made available via Power BI export to SharePoint and ingested into Dataverse via a scheduled dataflow. Power Automate workflows removed repetitive steps (e.g., folder creation, FDR integration) and standardized logging for better traceability and auditability.

The results

A user-friendly, governed solution that centralizes dossier work, reduces manual effort, and improves consistency through automation—ready to scale with additional use cases over time.

Faster intake & claims handling

by centralizing all claims handling activities in 1 tool we saw

Data quality increased

Avoidance duplication Data over multiple apps

Better traceability through structured logging

Decision points, notes, next actions

It was an absolute pleasure to work with Datashift. Our collaboration was consistently smooth and efficient. The team delivers not only a high-quality technological solutions, but also products that seamlessly meet our needs - intuitive, user-friendly, and intelligently designed. Datashift thinks along with you at every step and works in a highly proactive manner.

Sandra Vanbrabant

Project Portfolio Manager CX, NN Belgium

It was an absolute pleasure to work with Datashift. Our collaboration was consistently smooth and efficient. The team delivers not only a high-quality technological solutions, but also products that seamlessly meet our needs - intuitive, user-friendly, and intelligently designed. Datashift thinks along with you at every step and works in a highly proactive manner.

Sandra Vanbrabant

Project Portfolio Manager CX, NN Belgium

Key Learnings

Co-create with end users, then build  for adoption.  

Involving claims colleagues early ensured the  solution matched real daily workflows and drove immediate usability and  buy-in.    

Design for governance constraints, not despite them.    

By choosing a governed, pragmatic ingestion  approach (Power BI → SharePoint → Dataverse), we delivered value without  blocked integrations.    

Automate the repetitive, keep humans in  control.    

Workflow automation (folders, FDR integration,  structured logging) reduced admin load while keeping the claims handler in  the driver’s seat for decisions.

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