Examples of solutions
Client Relationship Managemen
Broker Management & Portals
Boards & Committees
European Funds Project Management
Inspections and Audit Management
Physical Archives Management
Intangible Assets Management
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.
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.
Documents have full history, and destruction as well as expiration policies in conformity with GDPR norms.
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.
Finance Manager, Scandia
Don’t let your guard down. We need professionals like you.
IT Manager, Leumi Bank
Always a pleasure to be next to our best partner that I’ve ever managed.
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!
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.
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.