Examples of solutions
Client Relationship Management & OnBoarding
Insurance Claims Processing
Leasing Management
Leasing File
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 customers.
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 leases.
Understands any format
OnBase captures documents and data either digitally, from mails, forms and the core leasing 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 leasing system
OnBase takes and inserts all the necessary data and documents from and to your core leasing 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 leasing plan or simply managing the entire leasing 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 (insurance 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.