The Pasteur Mutualité Group

Electronic management of policy holder files and flows

"We chose Tessi DOCUBASE for the simplicity, the exhaustiveness and the flexibility of their solution, which they were able to adapt to our organisation and our professional requirements. The assistance with change management offered by Tessi at every stage of the project was one of the key factors in making it a success."

Khaled NAMAOUI  -  Deputy Director of Services to Policy Holders

The brief

The Pasteur Mutualité Group is a top ranking mutual insurance group, administered by health care professionals, which offers solutions to meet all the needs of health care, providential insurance, professional third party liability, general risks of medical establishments, retirement, independence, loan, residential and automotive insurance.

It wished to deploy an EDM solution to digitise policy holder files and the associated back office operations, in order to better answer the issues of an organisation faced with ever greater flows of information, from multichannel sources.


 

Our answer

Tessi assisted the Pasteur Mutualité Group in optimising the processing of the flow of policy holder files: paper correspondence digitised at the head office, as well as emails and the flows from the tablet computers of advisors that are part of the EDM/Workflow Tessi Docubase solution. When interfaced with the company’s business tools, the solution makes it possible to automate all of the processes for managing files, thereby improving the productivity of the teams and the quality of their work and the service.

 

 

 

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Bénéfices

  • Modernisation of the management of files
  • Reducing in processing times
  • Improving the quality of service
  • Reducing operating costs
  • Simplicity of use
  • Highly modular work flow
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