Explore
ECM Elise
Dive into the world of Elise and discover how our cloud-based ECM is revolutionizing information management.
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.
Speak toan expert
Contact us to schedule a personalized meeting with one of our experts: we'll assess your needs, answer your questions, and offer solutions tailored to your project.
Témoignage de
The development of our platform was essential if we were to achieve our objectives in terms of digitising our processes, both for our internal procedures and for our exchanges with our partners.
Témoignage de
Another of Elise's strengths is its ability to facilitate teleworking. Thanks to this solution, the mail department can now effectively manage mail flows remotely. This increased flexibility responds to changing working patterns and helps to maintain operational continuity even when away from traditional premises.
Témoignage de
In 2016, we turned to NeoLedge for their Elise solution. We chose NeoLedge because, among its competitors, it was the company that we felt listened best to us and was best suited to CAVAMAC's size and needs.
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Since then, the BRC has been processing an average of 1,500 scanned paper documents per month, and all postal mail is distributed via Elise. All staff have an Elise account, and 114 of them have been delegated electronic signatures via Elise Flow.
Othersectors
No matter your sector, our content management and process optimization solutions are designed to address your unique challenges and needs, ensuring the highest level of efficiency.
Ourdistribution channels
To fuel our expansion and meet the growing market demand, we've chosen to utilize two key distribution networks. These channels enable us to broaden our reach and provide solutions suited to each business type.
Central buying services
By partnering with buying groups, we can deploy our solutions more efficiently and on a larger scale, all while keeping prices competitive.
Marketplaces
Marketplaces serve as an efficient platform to directly target end users, thanks to their visibility and robust marketing tools.
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