Insuranceand mutual funds

ECM Elise helps you concentrate on what you do best, while ensuring smooth operations and security in an ever-more digitalized sector.

Our tailored high-performance solutions

Digitize and centralize for better control

Capture, organize, and distribute your scanned documents with just a few clicks.

With our Elise solution, integrate information from multiple channels (emails, client portals, scanning rooms, web forms, postal mail, etc.) to centralize all communications with your policyholders and partners. This gives you a clear and up-to-date view of your document assets, enabling instant access to information, improved interdepartmental collaboration, faster decision-making, and better communication between headquarters and branches.

Multichannel capture and Intelligent Document Recognition (IDR)

Seamlessly capture and classify all types of documents—whether paper or digital—no matter their origin.

Complete centralization

Store, organize, and access documents (client files, supporting documents, communication histories) in no time through a single platform.

Document enrichment

Use internal (from your IT systems) and external data and metadata to enrich and contextualize your documents, making them more relevant and actionable.

Mobile Access

Work from anywhere and maintain optimal responsiveness.

Smart search

Leverage the power of AI.Lise’s advanced AI and machine learning technologies to enhance the accuracy and efficiency of your document searches.

Automated data integration

Easily integrate data from existing systems with just a few clicks.

Automate to optimize

Convert repetitive and manual tasks into automated workflows to enhance efficiency.

Boost processes such as subscriptions, claim declarations, customer complaints, and KYC by automating some of your administrative tasks (filing, data extraction, verification, routing, archiving, etc.). Streamlining internal processes with our ECM reduces costs, minimizes errors, and improves responsiveness, resulting in higher operational efficiency. This allows your teams to focus on more valuable activities, such as innovation, customer relations, or handling complex claims.

Customizable validation workflows

Design custom validation and review workflows for each document type, ensuring smooth circulation and tracking of files between departments (claim declarations, legal, etc.).

Smart data extraction and automatic verification

Convert large volumes of unstructured documents (PDFs, emails, scanned images, etc.) into usable information. Our advanced technology automatically extracts relevant data (e.g., insurance policy details, claims, application forms) and verifies their accuracy and consistency.

Automated filing

Use advanced technologies to organize and categorize documents efficiently. Once relevant data is extracted, documents are automatically filed in predefined categories based on their content (e.g., sealed documents in the appropriate folders).

Smart document routing

Once classified, documents are directed to the appropriate departments or individuals. For example, a claim declaration could be forwarded directly to the claims department, and a customer inquiry may be sent to customer service.

Smart file management

Ensure fast and intuitive file management with AI.Lise’s intelligent assistant, capable of analyzing, verifying, and summarizing large volumes of documents for a seamless user experience.

Automated alerts and reminders

Set up automated reminders for critical deadlines (renewals, contract updates) and track your process activity in real-time.

Digital confidence guaranteed

Choose our trusted, compliant, and reliable solution for your peace of mind.

Our dematerialization and EDM solutions help modernize and optimize your information management, ensuring security, traceability, and compliance with industry regulations.

Granular access by role and file

Data encryption

Qualified electronic signature

Complete traceability

Audit-ready records

GDPR compliance

Secure archiving

A satisfied policyholder is your greatest asset

Enhance customer experience and foster long-term loyalty.

ECM streamlines the management, storage, and retrieval of information, enabling more efficient processes and personalized interactions with your services.

360° view of the policyholder

Gain real-time access to the full policyholder file for enhanced visibility and faster action in handling requests and claims.

Fully digital workflow

Digital document management (e.g., for contracts) and electronic signatures simplify the underwriting process.

Smart, automated management

Our intelligent AI.Lise assistant generates automatic summaries, analyzes complex files, and creates pre-written responses (letters, acceptance documents, etc.).

Tailored interactions and offers

Immediate access to customer data and history empowers your team to provide personalized services, fostering stronger relationships and loyalty.

Innovate to improve well-being

Improve operational efficiency, reduce environmental impact, and reinforce your commitment to transparency and compliance.

By dematerializing documents and promoting digital interactions, ECM reduces paper dependency, minimizes printing costs, and eliminates the need for physical storage and transport of archives. Embracing ECM also supports your CSR efforts, showcasing your commitment to sustainable and environmentally responsible business practices.

Full dematerialization

Eliminate paper by digitizing all operations (subscriptions, signatures, claims, etc.) and centralizing them in a secure, accessible digital system.

Efficiency through automation

Reduce energy consumption through streamlined and automated processes.

Ethical and transparent governance

Increase traceability and accountability in your processes, ensuring auditability and compliance with regulations on document retention and data protection.

Transform your challenges into powerful opportunities!

Discover how Elise, our custom solution for insurance companies and mutuals, can optimize document management and business processes with the following key benefits :

Centralized and streamlined

document management.

Smart automation

Smart automation of your business workflows.

Full compliance

with secure and trusted tools.

Efficient team

collaboration and communication.

Superior customer experience

and exceptional responsiveness.

CSR values

upheld through responsible digital practices.

Échangezavec un expert

Contactez-nous pour un rendez-vous personnalisé avec nos experts : nous évaluerons vos besoins, répondrons à vos questions et vous proposerons des solutions adaptées à votre projet.

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Nos autres secteurs

Quel que soit votre secteur, nos solutions de gestion de contenu et d’optimisation des processus s’adaptent à vos enjeux et besoins spécifiques pour garantir une efficacité maximale.

Secteur enseignement et recherche

Adoptez Elise, élève modèle pour une révolution numérique sans fautes !

Secteur banques

Restez à la pointe de l’innovation bancaire ! Gagnez en agilité et en compétitivité face aux nouveaux défis du secteur en adoptant l’ECM Elise.

Secteur villes et collectivités

La GED, pilier stratégique pour la transformation des villes en “Smart Cities”, au service des citoyens et de la modernité !

Secteur santé

Simplifiez, sécurisez et maximiser la gestion de vos contenus et processus avec Elise.

Découvrez nos canaux de distribution

Pour stimuler notre développement et répondre à la demande croissante du marché, nous avons choisi d’exploiter deux canaux de distribution stratégiques. Ces canaux nous permettent d'élargir notre portée et proposer des solutions adaptées à chaque type d'entreprise.

Centrales d’achat

Grâce aux centrales d’achat, nous pouvons déployer nos solutions de manière optimale et à plus grande échelle, à des prix attractifs.

Marketplaces

Les marketplaces offrent un levier efficace pour atteindre directement les utilisateurs finaux, grâce à leur visibilité et leurs outils marketing performants.