Insurer
Obtain better control over operations and ensure compliance with rules set out by regulatory bodies
Promote a paperless environment and enable electronic data exchanges and self-service with insurers, advisors and policyholders
Replace old systems with an integrated environment service solution, minimizing technological investments that would otherwise be necessary
Ensure consistency and quality assurance in their operations by making know-how more accessible to everyone and by reducing the employees’ learning curve
Absorb growth with the same operational support team so as to increase productivity and reduce operating costs
Improve communications and follow-ups with all stakeholders: advisor, insurer, policyholder and plan member
Grow in the same environment, whether it’s in sales, administration or health insurance claims
