How insurers can take advantage of the Unicks platform

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In a world that is constantly evolving technologically, insurance companies, like other industries, are looking for ways to improve their efficiency and their customers' experience. The Unicks platform has emerged as a complete solution, offering a range of services that can transform the way insurance companies communicate, from underwriting to communication and payment management.

Subscription to new services

Unicks enables the configuration of templates for the production of highly personalized documents in real time and the generation of signature requests that set up digital contracts. For insurers, this means simplifying and speeding up the underwriting process and reducing bureaucratic obstacles. By eliminating the need for paper documents, companies can offer their customers a faster and more convenient experience, conveying the best image at the outset and contributing to customer loyalty.

Contact Certification

Maintaining an up-to-date database is essential for an effective insurance operation that meets the style and preferences of each consumer. Unicks makes it easy to collect customers' e-mail contacts and cell phone numbers, helping to keep information up to date. Certification with OTP (One-Time Password) codes provides an additional layer of security, ensuring that only authorized users change or verify contacts.

Building and sending invoices

Flexibility is key when it comes to communicating with customers. With Unicks, insurers can configure their invoice templates and update them whenever necessary, introducing personalized commercial messages for example. They can then be sent either by email, traditional mail or by making them available in the customer area, allowing customers to choose the channel that suits them best. This personalized approach contributes to a more positive experience, demonstrating that the insurer values the individual preferences of its customers.

Payment

To make life easier for end consumers, and for insurers too, Unicks offers theLink to Pay payment option, with a direct link (or QR Code) from the invoice to a payment interface. In addition, you can set up payment reminders by email or SMS to reduce delays and speed up payments. This not only benefits insurers financially, but also strengthens transparency and trust with their customers.

Deactivation Notifications

Unicks makes it efficient to send important notifications, such as deactivation notices and other mandatory communications. Sending by e-mail, with the same validity as registered post, ensures that customers receive crucial information in a timely and secure manner. Not only does this form of communication comply with legal requirements, it also provides effective and traceable communication.

In short, the partnership between insurers and Unicks offers a modern and effective approach to the sector's operations. By adopting these services, insurers can improve the customer experience, optimize internal processes and remain at the forefront of technological trends, consolidating their position as leaders in a constantly changing market.

Find out more about these solutions at Unicks.com

Contisystems is a Brokerslink affiliate 

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In recent years, the insurance brokerage industry has faced significant evolution. With the growing challenges of the global market, the complexity of client needs and the constant evolution of regulations, insurance brokers around the world have been looking for ways to remain competitive and offer comprehensive, personalized solutions to their clients. Against this backdrop, Brokerslink, a global network of independent insurance brokers, has emerged as a transformative force, playing a vital role in the industry.

What is Brokerslink?

Founded in 2004, Brokerslink is a global alliance of independent insurance brokers that currently brings together more than 10,000 insurance professionals in over 115 countries. The organization's main objective is to offer a platform that connects brokers from all over the world, allowing them to share knowledge, resources and expertise in order to better respond to their clients' needs.

What can a broker find on Brokerslink?

Brokers have several advantages in belonging to this type of network, namely visibility, credibility, training, but also access to suppliers selected as key to the insurance sector, and this is where Contisystems comes in.

What will a broker find at Contisystems?

Contisystems can offer advanced technological solutions in terms of customer communication processes:

Digital hiring processes

Contisystems can ensure the production of documents in real time, as well as the validation of contact data and the signing of documents with different security options.

Multichannel production and delivery solutions for personalized documentation

Contisystems can provide customized document generation services for brokers who need to create documents, policies, contracts and other printed or digital materials to send to their clients by post or email.

Secure communications

With a view to replacing paper-based processes due to the need for evidence of sending, Contisystems ensures that certified digital communications are sent, with probative value in court.

Betting on individualization

With the constant evolution of the insurance sector and the complex challenges that clients face, Brokerslink plays a crucial role in ensuring that insurance brokers continue to offer high quality services and solutions tailored to individual needs. The alliance with Contisystems represents an opportunity for Brokerslink's brokers to gain access to services that can support their transformation into offering highly personalized services to their clients. And this is a fundamental step in differentiating themselves and fulfilling their purpose.

Webinar: Contisystems & Pagero

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Following the announcement of the Accounts Payable Management solution, in partnership with Pagero, we will be holding a webinar on March 7th at 10am.

In this webinar we will talk about the difficulties currently faced by those looking to digitize Accounts Payable processes in Portugal, the problems of closed networks and the opportunity for efficiency represented by automating processes with integration into an open network.

You can find out more and register for the webinar HERE.

If you don't work in Accounts Payable, be sure to forward this information to the person in your company responsible for this area, typically the financial director.

If you would like to learn more about this solution in the meantime, take a look at our previous article on the AccountsPayable Management solution.

Saving on accounts payable

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All finance departments will recognize the accounts payable scenario as one of the issues that takes up the most of their resources... Invoices that appear without a PO, with incorrect data that you have to ask the supplier to change, invoices that have been lost and arrive after the deadline... in short, a world of issues that are so familiar to us, right? Does it really have to be this way? 

Although the reality of electronic invoicing has been growing, the truth is that the alternatives available involve high investments, some complexity and costs involved in introducing new suppliers.

Aware of this, we have combined our know-how in data processing and systems integration with Pagero's intelligent invoicing network to offer a solution that promises to transform companies' accounts payable processes quickly and efficiently.

100% digital accounts payable management

Each company uses its own invoicing system and ERPs, and each company has its own accounts payable management processes... but that's not a problem.

The Pagero network is an open network that communicates with many invoicing networks and ERPs in order to speed up the exchange of information between the various economic partners. The aim is to serve as a translator that interprets data, allowing communication between each system or network without any disruption.

So, when your company and its suppliers connect to this network, you will receive invoices, receipts, credit notes, etc., in the ideal format for your system. In the same way, your suppliers receive OCs, debit notes, etc., centrally and in the most appropriate format so that they can easily integrate them into their own systems.

To this scenario, you can also add a set of predefined validation workflows that can carry out checks on the data, making comparisons between documents (Purchase Order and Invoice, for example) and requesting corrections before they are even integrated.

Applicable to all types of suppliers

This solution is valid for all types of suppliers, regardless of their size, the complexity of their invoicing processes, whether or not they have modern invoicing systems in place, and even their digital literacy.

If you realize that your accounts payable department could be investing its time in more valuable projects than handling invoices, correcting errors and communicating with your suppliers, let's talk. We have the tools to help you.

Find out more about our Accounts Payable solution

Contisystems and LOQR streamline and accelerate digital transformation in companies

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On July 3rd we signed a partnership with LOQR which aims to support, streamline and deliver digital solutions, fully adjusted to the needs of organizations and the digital journeys of their customers, in total security and compliance with regulations.

In these challenging times, many sectors have been investing in digital transformation. The prospects for increasing the digitization of processes in organizations are encouraging and involve not only the adoption of technology, but also profound changes in business models, processes and relationships. The obvious effort associated with this whole process presupposes, in addition to commitment, an in-depth knowledge of technology, which is now playing a strategic and central role within organizations. That's why it's essential to rely on the best partners, technology companies that have all the knowledge and cutting-edge technology at their core to respond in record time and efficiently to all these challenges.

We believe that in the B2B market there should be an effort to offer solutions that are agile, specialized and as complete as possible. But more than that, we believe that the effort of managing and integrating various products should not be the responsibility of our clients but, whenever possible, ensured by suppliers, so that each one can dedicate themselves to what they do best. With our solutions, we want to avoid our clients having complex information management architectures, application silos and IT and project management teams focused on maintaining this multiplicity of systems. We believe that in order to provide our clients with the service of excellence that we aim for, it is absolutely vital that we establish partnerships that allow us to quickly present more complete products, minimizing the need to hire additional suppliers and the consequent coordination of activities, allowing our clients to have more time to focus on creating opportunities and improving or introducing new systems.

And that is precisely why we believe in a joint value proposition between LOQR and Contisystems. Through this partnership we intend to complement our customer communication, payment and print management solutions with LOQR's onboarding, digital document signing, strong authentication and customer data update solutions.

We highlight the following as possible examples of joint offers:

  • Certification of email contacts or telephone number
  • Online service subscription process
  • Acceptance of changes to terms and conditions
  • Modification/validation of personal data

From now on, we are available to present a joint offer, with companies being able to benefit from pre-established integrations between LOQR and Contisystems products and services.