HE SEES THE INFORMATION
OnBase allows the capture and storage of structured information and documents related to a client in order to automatically manage the processes that require them.
HE UNDERSTANDS AND ORGANISES IT
OnBase detects the relevant data from the documents which enables him to organise and store them logically, to create keywords with which you can easily find them.
HE OFFERS INSTANT ACCESS
The company’s employees gain instant access, simultaneously, whenever and wherever they need, to the information or documents they need through keywords or by finding them in the familiar ‘folders’ interface.
he brings you closer to brokers
Brokers and agents can interact with a client’s file through external portals, secure and controlled, and through the simple interface they can add or complete documents and data.
HE WORKS WITH your SYSTEM
OnBase integrates impeccably with core insurance systems. Users can access all the OnBase data directly from their known interface while OnBase can retrieve the information he requires from the core system to fulfill various workflows.
HE KEEPS DATA SAFE
OnBase stores data intelligently, encrypting it and ensuring that only authorised users can access it, offering 100% GDPR compliance.
HE CHECKS THE INFORMATION
By identifying the relevant information in a document, OnBase can make sure that the documents are complete and correct while notifying the personnel in case corrections are required, simplifying the approval flow.
HE DEALS WITH THE PROCEDURES
OnBase automates processes like approval flows. He sends the application, containing all the necessary data and documents to the key users to be read, completed, approved or even electronically signed.
he connects you to the brokers
OnBase allows brokers to apply for opening a relationship with the insurance firm for their clients through external portals. They introduce the relevant data and documents, and OnBase begins the necessary processes.
HE DOES EVERYTHING BY THE BOOK
An automated workflow means never deviating from the standardised processes, it means full compliance.
OnBase can use qualified electronic signature. This way, the time used for printing, signing and scanning back the signed document is saved.
you can see everything
OnBase allows you to monitor every single process, to track the stage in which a certain application is and to create activity reports.
you can respond promptly
Anytime a client wishes to know the stage in which his application is, he can receive an answer on the spot from an insurance employee or by checking it himself through an external portal.
he makes sure you’re quick
Bottlenecks can be easily identified and eliminated while documents can no longer be lost.
he knows all he needs
Through its security systems, its traceability and information history, OnBase ensures compliance with all insurance norms and procedures, making audits easier and faster.
he helps you optimise
By creating relevant performance reports, OnBase allows you to monitor the performance of your department and to optimise the processes to perfection, for a better customer service and a more efficient way of doing things.
Don’t let your guard down. We need professionals like you.
The pleasure, ease and motivation to work with the ‘Matricia people’ cannot be explained, but must be experienced.
OnBase = Everything is possible, just ask.
The Matricia team delivers results of the highest quality through their professionalism and knowledge. They have a deep understanding of business needs and always respect the agreed constraints.
Always a pleasure to be next to our best partner that I’ve ever managed.
They are the most knowledgeable partner I know. Definitely one of our best partners in the world. Their technical capabilities on OnBase are outstanding!