Digitalise and centralise how your customer files are managed
With Visiativ Insurance Documents, you can digitalise and centralise all your documents related to customer files (contracts, quotes, invoices and statements) as well as communication regarding the customer relationship (discussions, emails, letters and fax) in a single and shared standard. You can control processes for validating and sharing your relevant documents and work on your internal or external documents together. Integrated into your information system, connected with your office tools and capture tools (Automatic Document Recognition, scan) and open to the outside world, the solution is at the heart of the exchange and collaboration measure for digital accounting firms.
Prices and specifications
From €200 a month excl. tax for 5 internal users. The price is lower if you have less users.
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Visiativ Insurance Documents, key features:
- Centralising and digitalising how your documents are managed
- Integration with your office tools and capture tools
- Integration with your management system
- Multi-channel document sharing and mobile access
- Security and confidentiality
- Complete control over your files
Contact us to learn more or request a quote
From €200 a month excl. tax for 5 internal users. The price is lower if you have less users.
