Insurance
Key Challenges: Simplifying the processing and management of large volumes and different types of documents for European Investors in cross border investment solutions.
Key Concern: Compliance, Security and Traceability
Isiwis’ fit for this industry sector: Simplifying the issuing of new contracts and the processing of policy holder requests is only possible if information can be quickly found. With its powerful search capability Isiwis enables clients to find content easily via policy holder number or other assorted metadata, determined by the client. Isiwis is able to import large volumes of documents onto its platform and convert them into PDF searchable files, ensuring that previously unused policy holder information is combined with recent content on a central platform. With the flexibility of Isiwis technologies, connecting to other applications is also possible ensuring that all policy holder information is easily located.
In addition, collaboration internally is necessary for the approval of policy redemptions and other client instructions. Isiwis is able to create custom workflows based on a client’s business processes and organisational model.
Report generation is also a key capability of the Isiwis platform and these can be provided to monitor and improve, where necessary, the processing of client instructions.
Added value is achieved by improving communication with policy holders due to faster responses to instructions. This is possible by bringing all policy holder documentation together for better oversight and control.