Activity area

Mutual insurance

In a fast-changing sector where technological upheavals are intensifying (cloud, SaaS, AI), where agile new players are disrupting customer relations, and where customers themselves are increasingly demanding; mutual insurers need to modernize and rationalize their infrastructures and applications portfolio.
At the same time, and to keep up with the competition, they need to win the loyalty of their members by offering them accessible and innovative customer relations and communications.

Above all, members expect a simple, personalized dialogue that embraces the new uses of mobility and immediacy: clear, comparable pricing and warranty schedules, interactive service statements accessible 7 days a week via member portals and mobile applications.

Business Document Unity, the customer communication and content management platform, enables us to meet these strategic challenges by placing the member at the heart of the relationship.

Proximity and availability at your member’s service

Proximity and availability at your members’ service

With the Business Document Unity platform and its CCM EDM solutions, you can provide your members with personalized, reactive and interactive communication, in line with your graphic charter or as a white-label or multi-brand solution.
white-label or multi-brand: attestations, claims forms and third-party payment cards are available
in “self-service” mode on our portals, or sent on request by email.

You create a close relationship by adopting the new uses of your members.

The member at the heart of your digital communication

Thanks to the Business Document Unity platform, your members can communicate with you in their member area or via e-mail.
Documents exchanged, such as invoices, statements and quotations, are transmitted in real time, and reimbursement statements are dynamic and interactive, with menu navigation, sortable tables, graphs and videos thanks to SmartBdoc.

Tailor-made pricing packages

The Business Document Unity platform enables you to quickly customize and upgrade your supplementary health insurance offers for
your individual and corporate customers.
Your business managers can create customized offers, for example

cover sheets for compulsory employee health insurance (in line with the ANI law)
responsible” contracts, in line with the “100% Health” reform (for optical, dental and hearing aid provisions).

Optimize costs and processing times

The Business Document Unity platform enables you to automate document management processes to reduce processing times.

Optimal integration of member data enables you to automatically apply your business rules to verify reimbursement conditions and guarantee fast, relevant and personalized responses.

Documentary processes are simplified and controlled from end to end, reducing fixed processing costs and outstanding reimbursements for healthcare organizations, while members benefit more rapidly from reimbursements due.