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|Process Automation For mutuals and pension funds

Streamline the management of member files

The digitalisation and automation of management processes for member relations are instrumental for competitiveness. By streamlining each phase of the customer journey, from establishing a new account to customer claims declarations, regardless of the channel chosen by the latter (mail, web portal, email, sms…), mutual insurance companies and pension funds can thus meet immediacy requirements, simplicity and personalisation of exchanges as now expected by members. Here are some examples of use cases:

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    Digitalisation and automation of the decision process
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    Workflows “contract life-cycle” (requests for changes of address, affiliation, termination…)
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    Automatic reconciliation of billing amounts and payments
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    Automatic management of contract upgrades
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    Disaster management workflows, work interruption, death, disability
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    Digitalisation of managing process for pension liquidations

Accelerate the process of health costs reimbursement

Scanning, sorting and automatic reading technologies help accelerate and improve the processing of claims for healthcare costs while reducing your processing costs. Despite the evolutions of digital exchanges, the residual paper flow is still often substantial and long to process. In order to guarantee optimum processing times for 100% of paper and electronic transactions, many mutual insurance companies have taken the leap of digitalisation in many areas:

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    Automatic reading of medical reports (doctor, biology, auxiliary …)
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    Automatic reading of Health Accounts
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    Automatic classification and indexing of various medical expenses (optical, dental, lab …)
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    Automatic reading of billing notifications
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    Automatic reading of clinical invoices
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    Controlling the costs of healthcare proposals

Guarantee legal standards (Solvency II, Basel III, ANI, ACS…)

Mutuals and pension funds are regularly subject to new regulations that strongly impact their management processes and require permanent adaptability and agility. Whether it is to demonstrate your creditworthiness, your good risk management, to adapt your existing business processes to the new regulatory requirements (or the new business opportunities that stem from ANI and ACS), the use of BPM tools is particularly useful. It is a valuable aid for optimising, managing and tracking internal controls, reporting and marketing processes… and to guarantee your full compliance with regulations:

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    Agile process modelling of new healthcare marketing offers
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    Management workflows for on the fly adaptation / modification of member relations
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    Management of reporting processes for accounts
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    Management of risk assessment processes

And much more…

The use cases mentioned above are just a few examples. Our customers also use our solutions to digitalise their mailroom, streamline their purchase request processes, automate the capture of numerous customer forms, manage their HR operations, manage building access security, map their IT processes, standardise quality control procedures… The uses of our omnichannel capture tools, process automation and detection of document fraud are only limited to your imagination!

Capturing transactions in omnichannel mode with electronic signatures

UGIPS Gestion, a subsidiary of the AXA Group, relies on ITESOFT | W4 for optimising the stream of customer transactions via paper mail, email and a web portal. Improvements in productivity, customer satisfaction and process traceability are ensured.

Digitalising and automating our customer processes represented a cultural revolution for which ITESOFT | W4 has been very helpful

Eric Boudet, IT Manager, Member of the Management Committee

Case Study

Our packaged solutions

Customer Processes

Optimise your customer experience

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    Maximised transformation rates
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    Reduced customer acquisition costs
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    Increased customer satisfaction

Internal Processes

Improve your operational performance

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    Increased internal collaboration
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    Improved competitiveness
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    Increased employee satisfaction

Supplier Processes

Maximise the efficiency of your supplier relations

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    Reduced cost and time management
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    Compliance with legislation and auditability
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    Minimised errors and fraud risks

Any questions about process automation?




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