The insurance sector generates vast amounts of documents, such as policies, insurance agreements, claims, annexes, and Customer documentation. Effective digital transformation of insurance processes enables the elimination of paper-based document flows, reduction of operational costs, and increased speed of Customer service. CONTMAN solutions support digital transformation in insurance by ensuring compliance with regulations, data security, and process automation.
1. Intelligent document extraction and analysis – CONTMAN EiDION
Application:
- Automatic processing of insurance applications – data extraction from forms, agreements, and attachments.
- Document recognition and classification – automatic assignment of documents to appropriate categories, such as policies, annexes, and claims.
- Analysis of Customer documentation – processing data related to insurance history to assess risk and tailor offers.
- Automatic notifications for missing documents – reminders for Customers and agents about missing documents in the insurance process.
- Optimisation of claims handling process – automatic analysis of damage-related documents, supporting the decision-making process in claims settlement.
2. Electronic archive of insurance documents – CONTMAN ALTAiR
Application:
- Central repository for policies, annexes, and claims – secure storage of complete insurance documentation.
- Automatic indexing and OCR – fast search for insurance documents, policies, and contracts.
- Integration with CRM and ERP systems – automatic archiving of documents generated in insurance systems.
- Secure access for agents and Customers – the ability to grant access to documentation for representatives and Customers of the insurer.
- Reduced handling time – elimination of the need for manual archive searches and paper document management.
- Compliance with legal regulations – archiving documentation in accordance with GDPR requirements and insurance industry regulations.
3. Electronic employee file – CONTMAN EMPLOi
Application:
- Storing documentation for employees in the insurance industry – contracts, certificates, qualifications, and employment history.
- Monitoring training and certification deadlines – automatic reminders for agents to update their qualifications.
- Compliance with GDPR regulations – full control over employees’ personal data.
- Integration with HR and payroll systems – automatic archiving of employee documentation generated in payroll systems.
- Automation of HR processes – reducing the time needed to manage personnel documents.
4. Electronic signature in insurance – CONTMAN SiGNIA
Application:
- Electronic signing of insurance contracts – eliminating the need to print and send documents for signature.
- Faster approval process for policies and annexes – signing documents online, streamlining insurance processes.
- Remote signing of documents by Customers – the ability to sign contracts without the need to visit a branch.
- Secure archiving of signed documents – compliance with regulations regarding insurance documentation.
- Reduction of formal errors – automatic verification of document correctness before signing.
5. Automation of processes in insurance
Application:
- Automation of insurance application handling – electronic document flow, integration with risk assessment systems.
- Claims handling and damage settlement – automatic management of documentation, supporting decisions regarding compensation payments.
- Automatic generation of policies and annexes – optimisation of the process of issuing insurance documents.
- Customer relationship management – integration of documentation with CRM systems, automatic notifications and reminders.
- Compliance and audit – automatic reporting of insurance documentation compliance with regulations.
Benefits for the insurance sector
- Faster Customer service – elimination of unnecessary delays in insurance processes.
- Lower operational costs – reduction in printing, shipping, and document archiving costs.
- Data security – compliance with GDPR and insurance industry regulations.
- Mobility and flexibility – ability to handle documents online, from anywhere.
- Optimisation of risk management – data analysis and better control over policies and claims.
With CONTMAN solutions, the insurance sector can effectively transition to digital transformation – speeding up processes, reducing costs, and improving Customer service.
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