Insurance, health cover providers,
retirement funds

Multichannel customer relations and compliant documentation

Solvency II, The French Eckert Act, KYC and preventing fraud, front to back optimisation of processes

Relation client omnicanal et conformité des actes

Multichannel solutions are now essential. This means insurers, health cover providers and retirement funds must develop new services, based on mobile devices and connected objects. However, going digital does not exclude the strict duties for compliance in the sector: Solvency II, the French Eckert Act, KYC and preventing fraud, etc.


In its capacity as a provider of core outsourced services, Tessi Documents Services supervises its services with great care, whilst assisting with the digital transformation of the relationship between insurers, health cover providers, retirement funds and their customers.

Digitising the subscription pathways

Picto Digitaliser les parcours de souscription
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Digitising customer files

Picto Gestion documentaire
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Adding value to statements and records

picto-Valoriser les états relevés
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Outsourcing customer relations operations

Picto relation client
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Preventing fraud

picto- Lutte contre la fraude et le blanchimen
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Optimising back offices

CTA Insurance, health cover providers, retirement funds : Optimising back offices
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Optimising payments and collections

picto-Payment & Legal
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Industrialising mailing

Picto Industrialiser l’émission de courriers
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Insurance, health cover providers,
retirement funds, Multichannel
customer relations and comp

By Céline Jézéquel, Marketing Manager
Tessi Documents Services
Read the expert opinion
Céline JEZEQUEL
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