France
Insurance
20-50
Fast-growing companies face numerous challenges such as loss of productivity, control, and visibility during onboarding as the number of customers increases.
Insurance Brokers more specifically, must stay at the forefront of technology to keep customers engaged, comply with regulations and compete on the global stage. This observation led Jean Baptiste Saintagne, Managing Director at Verspieren Global Markets.
Focus on Vespieren Group
Verspieren Global Markets (VGM) is a subsidiary of the Verspieren Group which is the first family-owned insurance broker in the French market.
Since 1880, Verspieren aims to provide its clients, both private individuals and companies, with the best in terms of services and insurance solutions.
In 2019, the Group realised 405 M€ in revenues, steadily increasing over the past 10 years, with 21 companies and more than 2 000 employees.
When Verspieren Global Markets meets Clustdoc
As part of a key project for the group, the team was looking for a professional solution to digitalize and automate the delivery of insurance services. After auditing several solutions, Clustdoc appeared to be one of the most robust and scalable technology to support the needs of the company.
”We needed to find a user-friendly yet strong solution to easily manage client files during the subscription and onboarding process.”
The priority for the team was to significantly increase the team productivity. The company was also planning to deploy Clustdoc in 3 subsidiaries and needed to validate quickly the scalability of the platform.
A whole new client onboarding experience powered by Clustdoc
Clustdoc is one of the favorite tools of VGM Brokers. It works as a CRM that helps them collect and review incoming subscription requests and client submissions seamlessly.
This new technology quickly exceeded the expectations of Jean-Baptiste and his team. They can request, collect and review customers’ information, documents and generate e-contracts easily from the information submitted – in no time.
“We also like the fact that we can validate or reject documents with one click – and the automated client reminders save us a lot of time.”
8h
saved per month & per team member
3
subsidiaries use Clustdoc to onboard new clients
x2
in productivity switching to Clustdoc
Building a digital experience that exceeds customers expectations
So what’s changed ? Everything.
Clustdoc has helped the team members to manage their time better as they can easily see when clients have completed their task and check documents easily. Not to mention, that the solution provides a better client experience.
“With Clustdoc, we avoid endless email threads with our clients and our contracts are signed super quickly.“
One of the biggest benefits of the platform is the number of products available on a single interface, including a secure inbox system that allows the team to send and receive messages to/from recipients and team members.
This feature, among many others, cuts out numerous steps in a normally tedious onboarding process.
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