JP Colonna implements
paperless customer records management process with
JP Colonna SAS, doing business as CGAM, provides consulting and management in life insurance serving companies, their employees and professional divisions. CGAM conducts business in France. Founded in 1972, is privately held and based in Paris.
With EverSuite Case Management, JP Colonna now has a complete solution for EDM/workflow. Managers now have a comprehensive electronic customer folder accessible via a simple browser in EverSuite. The EverSuite workflow complements the device to automate the flow and processing to customer requests related documents. Depending on their type (optical care, death, hospitalization, disability, daily indemnity) documents are dispatched in the authorized managers treatment baskets of each service.
In 2013, nearly 150,000 folds were treated in a paperless way by JP Colonna.
Finally, integration with the business application on AS/400 also controls customer information (name, social security no, beneficiaries, and so on) directly from EverSuite thus avoiding errors related to manual processing by managers.