Automated Portfolio Transfer
Secure and streamline contract transitions
The Portfolio Transfer module simplifies data collection when switching group insurers. Information on employees on leave or receiving annuities is retrieved, verified and seamlessly integrated into the new contract, ensuring operational continuity and regulatory compliance.
Continuity of rights guaranteed
Ensure full data transmission when changing insurers. No loss of information, no interruption in cover for employees.
Compliance and traceability
Archive all documents securely. Data is automatically deleted once processed to ensure confidentiality and regulatory alignment.
Seamless integration
Connect the module to your CRM or management systems via API or SFTP. Integration is direct, with no disruption to your onboarding or administration flows.
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.
