Access all your customer files in a single click !
Contracts, additional clauses, supporting documents, all of these documents in paper form fill up your archive rooms and waste time during searches.
With Open Bee™, store all your customer files in electronic form and find any information instantly.
File your documents with ease
Centralize all documents related to your customers, whatever their original form (paper, office automation, email, etc.), at a single point.
File them in an organized tree structure made up of folders and sub-folders, according to the name of the customer, the type of policy (car, home, etc.) or the date of signature.
Access all customer files with ease, whether you are in the office or on the move, with mobile applications.
- Physical storage space saving
- Enhanced traceability
- Optimized customer relationship
Optimize your customer relationships
Don’t keep the customer waiting – find a contract on your computer in a matter of seconds, with the policy number or the name of the provider.
Implement electronic workflows to process claims and complaints faster.
Receive alerts automatically for important deadlines, such as contract renewals.