Improved beneficiary clause management
The module that secures beneficiary designations
The Beneficiary Clause module digitalises the designation, signing and archiving of beneficiaries under provident or pension schemes. Each policyholder accesses a secure, personalised form, completes the process step by step, and signs electronically. All consents are time-stamped and securely stored, ensuring full compliance and traceability.
Legal reliability
Minimise disputes linked to missing or invalid clauses by up to 95%. Each designation is time-stamped, archived and legally binding.
Management efficiency
Cut processing costs by up to 80%. No more mail exchanges or manual handling, the policyholder completes the process in minutes.
Full interoperability
Connect the module to your CRM or policy administration system via API and achieve over 98% valid clauses at the time of claim.
Take advantage of a database connected to OpenAI
Enhanced documentation for your technical teams
Take advantage of interactive technical documentation connected to OpenAI to provide instant answers to complex use cases. No need to search through FAQs or tickets: your teams have direct access to contextualized answers to speed up development.
