BROKERAGE & INSURANCE: OPTIMIZE YOUR PROCESSES AND BOOST CUSTOMER RELATIONS.
At Business Document Unity, we understand the challenges faced by brokers and insurance companies in an ever-changing environment. That’s why we’ve developed a tailor-made solution to meet your specific needs.
DOCUMENT LIFECYCLE MANAGEMENT
The digitization of business processes requires effective management of the entire document lifecycle. With Business Document Unity, you have the tools you need to easily capture incoming content, secure your documents, create appropriate content and organize the document cycle collaboratively.
A UNIQUE, COLLABORATIVE PLATFORM
Business Document Unity is much more than just a document management platform. It enables you to optimize your document management and global communication, both internally and externally. Thanks to our integrated ECM, EDM and CCM-Editique functionalities, you can compose, produce and distribute your documents cross-medially, while efficiently managing your business workflows.
AN INTEGRATED DESKTOP PUBLISHING SOLUTION
Our desktop publishing solution enables you to generate digitalized, multi-channel documents directly from your existing information system. Whether for quotations, contracts or due notices, you can send your customers personalized information adapted to each type of media, guaranteeing an optimal customer experience.
END-TO-END DOCUMENT MANAGEMENT
With our EDM solution, you control the entire lifecycle of your documents, right through to archiving. All exchanged documents can be captured, validated, indexed and archived according to your own processes and current regulations. What’s more, Business Document Unity enables you to secure your data and that of your customers, in compliance with the most stringent security and confidentiality standards.
CONCLUSION: SECURE CONTROL AND COLLABORATION
By choosing Business Document Unity, you take control of your document processes, while guaranteeing the security and conformity of your data. Our solution enables you to centralize information, while promoting efficient, secure collaboration between your teams. With Business Document Unity, optimize your processes and boost your customer relations today.