By choosing for Custy Corelo to manage the Life Insurance business, it is clearly a win-win situation for all parties involved in the Life insurance business. Our promise is that you will achieve the following goals and results :

For the customer (the policyholder) :

Deliver a great Customer eXperience (CX) : in a digitized interaction, the customer experience is a key benefit to engage and retain. Custy Corelo is easy to use and useful for all stakeholders. And that’s all what the customer requires. Interaction with the advisor (front-office broker) and insurer (back-office) makes all the process easy that provides a perception of excellence in service and communication. With the dedicated portal, the Customer has always a secured and easy access to his contracts as well an easy channel of communication with broker and insurer.

For the broker/agent :

Easily submit new contracts to prospective customers.
simplify the encoding and creation of customers files with required documents while following compliance rules
Time saving : substantial reduction of administrative tasks to devote more time to customers and prospects advisory

For the Insurer :

Time-to-Market : accelerate the commercial launch of new insurance life products and generate new opportunities
Digitization is a game changer. Accelerate the digitalization path while leveraging the existing IT investment. Data Analytics enabler by having one single data source.
Improve communication and brand : “one-to-one communication” while being connected to provide personalized multi-channel communication
Operates business activities easily, reducing complexity and risks
Time saving : substantial reduction of administrative tasks to devote more time to deliver value to customers and prospects
Vision 360° on all operational activities. Enabling continuous improvement with clear metrics of activities and results.
Achieve commitments to sustainable development by embracing paperless communications
Comply with the regulations framework (AML, consumer protection, tax transparency, SFRD, IDD, PRIIP, ….)
Reduce drastically overall IT operational and recurrent costs
Facilitate internal and external audit obligations

-For the actuary,

real time calculation of reserves

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