UNMI accelerates the digitalization of its sales processes with Netheos solutions

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The digital transformation is accelerating for UNMI, which is rolling out new online platforms: an extranet and an AVO, both aimed at the group, TNS and individual markets.

Launched in mid-February, the new Sales Support Tool (SST) enables remote sales with expert guidance, particularly on branch agreements and mandatory plans. The application process is 100% online, with an electronic signature and an online medical questionnaire. The advisor is thus supported throughout the sales process of UNMI’s provident products.

The extranet will be deployed shortly and will allow partners to monitor their portfolios more efficiently and policyholders to access their information easily.

In addition to facilitating the distribution and monitoring of contracts, these two fully digitalized tools will help to improve compliance.

These tools, developed in partnership with Assurtechs FASST and Netheos, are part of UNMI’s ongoing digital transformation initiated in 2019 with the launch of a new SaaS-based management tool.

 

Loredana Maïer UNMI

“The deployment of these new tools marks an important step in our commercial policy with member mutuals but also in the diversification of our distribution channels already successfully undertaken with brokers.”

Loredana Maïer, General Manager – UNMI.

 

About UNMI:

Created in 1929, UNMI, Union Nationale Mutualiste Interprofessionnelle, is a major player in the social economy and the mutualist world. Its ambition is to provide its partners with the best tools to develop their activity and
and maintain their independence. To this end, UNMI provides mutual insurance companies, brokers and banks with a range of high-performance products in provident and loan insurance and a wide range of services.

For more information: unmi.eu

 

About Netheos:

Founded in 2004, Netheos is a French SaaS software company that accelerates and automates remote subscription, while ensuring regulatory compliance (KYC / additional due diligence measures, solvency, etc.). Publisher of the Trust and Sign and PreventGo.io API platforms, Netheos optimizes conversion rates where trust is a major issue. Its clients include banks and insurance companies such as Floa Bank, CNP, Euler Hermes, Franfinance, Préfon…

 

About FASST:

FASST is a startup created in 2017 by experts in personal insurance and specialized in the creation of digital solutions for insurers, mutuals and brokers. Its customers are the main French insurers (Ag2r La Mondiale / MMA / APICIL…) for whom they have developed a range of unique products on the market based on API, artificial intelligence and white label platform. FASST has been awarded the Finance Innovation label and has been selected to join the Microsoft for Startup global program.

More information: fasst.io

Learn more about Netheos

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Author of the article
Adrien

Adrien

Digital Marketing Manager |  As part of the Netheos Marketing team, I take advantage of this blog to share with you all the latest news from the company.
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This blog is published by Netheos, a specialist in remote subscription.

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