Information and documents are the foundation of insurance processes. OnBase places them where they’re needed, internally or to external brokers.

Client Relationship Managemen
Claims Processing
Policy Management
Evaluation Process
Broker Management & Portals
Digital Onboarding
Accounts Payables
Sales Documentation
Supplier Evaluation
Contracts Management
HR
Internal Notes
Fleet Management
Property Management
Boards & Committees
European Funds Project Management
Acquisitions Management
Inspections and Audit Management
Physical Archives Management
Procedures Management
Intangible Assets Management
Client Support
CRM
Telesales

These are just examples. OnBase does whatever you need it to do.

Organizes documents and information and makes it easily available to employees, brokers, and insured parties.

Documents can no longer be lost, they no longer lie in cabinets, but are centralized in OnBase, offering a 360 degree perspective on the client and his policies.

Understands any format

OnBase captures documents and data either digitally, from mails, forms and the core insurance system, either physically scanned, understanding their content to organize them logically.

Organizes information

All documents and data are organized intelligently, connected together, structured around customers, policies or brokers. They can be searched using keywords or ‘folder’ interface.

Works with your core banking system

OnBase takes and inserts all the necessary data and documents from and to your core insurance system.

Secure

Documents have full history, and destruction as well as expiration policies in conformity with GDPR norms.

Automated Flows

Whether it is about creating a contract, approving an invoice, evaluating a policy or simply managing the entire claims process, OnBase can automate all information flows.

The client, the broker or the employee launch the flow, introduce the data and documents (including pictures and videos if needed) and then OnBase ensures that the folder go through all the necessary steps. Process actors complete it, verify it, modify or approve it. Depending on the process, the flow can be fixed or flexible, and actors can even be external (evaluators, brokers), accessing OnBase through external mobile portals. It all depends on your needs.

OnBase works with your existing systems. It can generate documents automatically based on data taken from the core systems according to established templates. The system can work with electronic signature.

Each process can be closely monitored, timed, and bottlenecks can be rapidly identified. All decisions have full traceability and all involved documents have complete history.

These are just examples. OnBase does whatever you need it to do. Let’s have a short call to discuss your needs.

OnBase = Everything is possible. You just ask for it.

Daniel Crisan

Finance Manager, Scandia

Don’t let your guard down. We need professionals like you.

Doru Spac

IT Manager, Leumi Bank

Always a pleasure to be next to our best partner that I’ve ever managed.

Guray Turan

Regional Manager - Hyland Software

They are the most knowledgeable partner I know. Definitely one of our best partners in the world. Their technical capabilities on OnBase are outstanding!

Pierre Francois

Sales Solutions Engineer, Hyland Software

Beyond these aspects, the pleasure, ease and motivation of working with ‘Matricia people’ cannot be explained… but must be tried.

Mariela Bucullei

Operations Director - Leumi Bank

The Matricia team offers the highest quality results through the professionalism and knowledge of its members, having a broad understanding of business requirements and respecting the agreed budget.

Edouard Chapuis

Infomed Fluids

Call Us!
Call Us!