Training course · n8n · Insurance

n8n for Insurance Professionals

Workflow automation with n8n and AI: master nodes, the AI Agent node, integrations and GDPR-friendly self-hosting in practice.

Duration
2 days (14 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

“n8n for Insurance Professionals” is designed for roles such as Claims handlers and benefits specialists, Underwriters and risk surveyors and Broker and agency service staff and shows step by step how to use n8n productively, safely and transparently in Insurance – from the fundamentals to advanced workflows.

n8n is a flexible workflow automation platform that combines visual flows with language models and hundreds of integrations. Unlike many cloud services, n8n can also be self-hosted, so your data can stay in your own data centre or with a European hosting provider. Over two days you will learn how triggers, nodes and data flows fit together, how to transform data between applications and how to automate recurring tasks from your day-to-day work reliably.

The core of the course is the combination of automation and AI. Using the AI Agent node, chat models, memory and tools, you build workflows that classify emails, summarise documents, enrich records or answer enquiries. You learn to catch errors, test workflows and document them properly. Finally, you look at hosting options, credential management and data protection, so that your automations run stably, securely and in line with GDPR once they go into everyday operation.

Insurers process large volumes of applications, claims notifications, expert reports and correspondence every day. Generative AI targets exactly that workload: AI assistants summarise claim files, extract data from loss adjuster reports and invoices, pre-check coverage questions against policy wordings and draft clear customer letters. AI agents and automation speed up intake, inbox classification and broker service. In underwriting, AI helps evaluate risk information and prepare quotes. At the same time, supervisors and customers expect transparency and fairness, especially in claims and pricing decisions. Success comes from using AI to assist claims handlers and underwriters, documenting decisions transparently and giving health and personal data the extra protection it requires.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • Claims handlers and benefits specialists
  • Underwriters and risk surveyors
  • Broker and agency service staff
  • Product managers and actuarial teams
  • Process and digital transformation leads

Typical challenges we address

  • Getting to grips quickly with large claim files containing reports, photos and correspondence
  • Checking coverage against complex policy wordings
  • Handling surges in incoming mail, for example after severe weather events
  • Writing customer communication that is clear yet legally sound

What you will be able to do

  • You can build n8n workflows independently using triggers, logic nodes and data transformations.
  • You can connect n8n to the applications you use every day and fall back on the HTTP Request node where needed.
  • You can use the AI Agent node and other AI building blocks for classification, extraction and summarisation.
  • You can safeguard workflows with error handling, validation and human approval steps.
  • Use AI as an assistant in claims, benefits and new business processing with clear decision boundaries.
  • Automate inbox handling and standard correspondence in a traceable way.
  • Take insurance supervision requirements and the protection of health data into account when using AI.

Course outline

Day 1

Module 1 Fundamentals: workflows, triggers and nodes
  • Getting to know the n8n interface, canvas and execution view
  • Trigger types: schedules, webhooks, incoming email and app events
  • Understanding items and JSON data and working with expressions
  • Using core nodes such as Edit Fields, IF, Switch, Merge and Loop Over Items
Module 2 Integrations and data processing
  • Connecting common applications: email, spreadsheets, CRM, collaboration and cloud storage
  • Using the HTTP Request node for APIs without a ready-made integration
  • Creating, managing and sharing credentials securely within the team
  • Filtering, merging and reshaping data and writing it to target systems
Module 3 AI in n8n: the AI Agent node and LLM building blocks
  • Connecting chat models from different providers as well as locally hosted models
  • Configuring the AI Agent node with a system prompt, memory and tools
  • Automating classification, structured data extraction and summarisation
  • Using your own documents via vector stores for retrieval-augmented generation
Module 4 Error handling, testing and maintainability
  • Setting up error workflows, retries and failure notifications
  • Validating AI output and defining fallbacks for unusable responses
  • Working with pinned test data and tracing past executions
  • Modularising, naming and documenting workflows for colleagues

Day 2

Module 5 Self-hosting, data protection and operations
  • Cloud versus self-hosted: effort, control and licensing model compared
  • Assessing data flows to AI providers against GDPR requirements
  • Managing access rights, logging and retention of execution data
  • Adding human-in-the-loop approval steps to automated processes
Module 6 Practice lab: Insurance
  • Claim file summaries
  • Coverage pre-check
  • Inbox classification
  • Customer letters
  • Underwriting support
  • Broker support
Module 7 Data protection, quality & transfer to daily work
  • Insurers are subject to supervisory rules such as the German VAG, DORA and the GDPR; health data is a special category under Article 9 GDPR and further protected by professional secrecy rules. AI used for risk assessment and pricing in life and health insurance is high-risk under the EU AI Act.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Claim file summaries

An AI assistant turns the first notification of loss, expert reports, invoices and correspondence into a structured summary with a timeline, open points and potential inconsistencies for the claims handler.

Coverage pre-check

AI compares the described incident with the relevant policy clauses, quotes the passages and prepares an assessment that the claims handler evaluates and decides on.

Inbox classification

Incoming emails, letters and forms are sorted by request type, line of business and urgency, policy numbers are recognised and items routed to the right team with a suggested next action.

Customer letters

AI drafts clear letters on claims decisions, requests for documents or policy changes, while keeping mandatory wording and the company's tone of voice.

Underwriting support

For commercial risks, AI summarises risk questionnaires, survey reports and loss histories and compiles follow-up questions and relevant risk features for the underwriting decision.

Broker support

A knowledge assistant answers broker and agent questions about products, underwriting guidelines and processes based on approved documents, always citing the source.

Prerequisites

You should be confident with common office applications and have basic experience with AI assistants. No programming is required, although a basic grasp of structured data is helpful. You work for an insurer, broker or agency and know the processes in your line of business.

Technical requirements

You will need a laptop with an up-to-date browser. We provide an n8n environment for the exercises, or you can use your own instance; API keys for a language model are set up together during the course.

Data protection & compliance

Insurers are subject to supervisory rules such as the German VAG, DORA and the GDPR; health data is a special category under Article 9 GDPR and further protected by professional secrecy rules. AI used for risk assessment and pricing in life and health insurance is high-risk under the EU AI Act.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Tue, 24 November 2026 – Wed, 25 November 2026 Online Request
  • Tue, 1 December 2026 – Wed, 2 December 2026 Munich Request
  • Thu, 10 December 2026 – Fri, 11 December 2026 Online Request
  • Thu, 17 December 2026 – Fri, 18 December 2026 Stuttgart Request
  • Thu, 14 January 2027 – Fri, 15 January 2027 Online Request
  • Mon, 18 January 2027 – Tue, 19 January 2027 Berlin Request

Frequently asked questions

Do I need to code to work with n8n?

No. Most workflows are built visually by connecting nodes. During the course you also learn simple expressions to reference and reshape data precisely. A Code node is available for special cases but is not essential. A logical understanding of processes and data fields is entirely sufficient to get started.

Why is n8n attractive from a European data protection perspective?

n8n can be self-hosted, for instance on your own servers or with a European hosting provider. This keeps you in control of where workflow and execution data is stored. What still matters is which data you send to external AI services. On the course you learn to assess these data flows and, where appropriate, connect locally hosted models.

How does n8n differ from Make or Power Automate?

All three automate processes across applications. n8n stands out for its self-hosting option, its fair-code licensing and particularly flexible AI building blocks such as the AI Agent node. Make offers a very approachable cloud interface, while Power Automate excels at deep Microsoft integration. The course puts these differences into context for typical scenarios.

May AI decide on claims?

In practice, AI should prepare decisions, not make them. Automated individual decisions with legal effect are subject to specific requirements under Article 22 GDPR. We show how to design processes so that claims handlers decide on a sound basis and the reasoning is documented transparently.

How should we handle health data?

Health data from health, life or disability insurance needs special protection. Use only approved, contractually secured AI environments, minimise the data you share and pseudonymise consistently. In the course we discuss concrete rules for your processes. Data processing agreements and deletion concepts must also be considered.

How much does “n8n for Insurance Professionals” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 2 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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