Meeting the new expectations of policyholders


The world is constantly changing, both in terms of the risks involved (cybersecurity, climate change, geopolitical conflicts, etc.) and in terms of the digital practices that are transforming the daily lives of employees and customers’ expectations.


The insurance industry is facing new challenges posed by new trends in an increasingly competitive market. To better protect individuals and professionals, insurance agents must deliver sustainable and well-tailored solutions (risk prevention, assistance, compensation, etc.) while at the same time customers have made digital technology part of their consumer patterns and expect a personalised and transparent customer experience.


Today, insurers need to develop their customer relationships to build loyalty and optimise their costs to increase operational efficiency and internal organisation.


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Key figures for the industry:


approved insurance organisations


of insurers consider personalisation of the customer journey a priority


of insurers consider that their digital maturity insufficient

Sources : Particeep, digitall

New growth opportunities


The impact of digital technology on the industry’s 4 branches (general agents, insurance, assistance, brokerage) is major. New skills are therefore being developed to seize new opportunities for the professions, whether in terms of regulations, technological innovations or usage. Indeed, the digitalisation and automation of recurring tasks empower the firm's employees save time and concentrate on value-added tasks.


These technological developments provide an opportunity to diversify business activities and decompartmentalise the profession:

  • Be more responsive by increasing the number of communication channels with your customers
  • Be more productive by automating recurrent and time-consuming tasks
  • Securing your customer data
  • Personalise and strengthen your customer relationship and advice
  • Be more competitive in the market by easily developing your offering

The challenges facing the insurance industry:


Standardising business processes

Managing customer requests is becoming increasingly complex for insurance agents and brokers (information, pricing, affiliation, cancellations, filing claims, etc.) in addition to all the in-house admin: business validations, vacation leave requests, purchase requests, etc. Digital solutions empower you to streamline, optimise and ensure traceability to better manage in-house processes.


Making customer information available

You manage a huge volume of information internally and externally. You need to be able to find and share this information easily. It is important for you to provide easy access to customer data and make the information available 24/7, securely.


Increase your customer proximity

As consumers become increasingly volatile, customer relationships are a pillar of your retention rate and the key to loyalty. Your ultra-digitalised customers expect an omnichannel service. Against this background, you need to reinvent your daily customer relations through digital technology.

Learning from our customers

JLM Assurances


The challenge: All employees need to be able to respond to customer calls

The solution: Sharing access to customer files by deploying a dedicated EDM system that provides a 360° view of files

Benefits: Improved efficiency, employee well-being, GDPR compliance

MMA OrthezLogo MMA


The challenge: Increase the efficiency, productivity and mobility of employees.
The solution: Visiativ Insurance Documents
Benefits: Extremely easy to adapt to remote working, increase productivity and respond quickly to all customer requests.

Visiativ Innovation Engine


Visiativ Innovation Engine is a unique and innovative approach to enable SMEs and SMBs to identify their performance levers, co-construct their digital transformation roadmap, and deploy proven solutions while sharing experience and know-how.


For over 35 years, Visiativ has been helping SMEs to accelerate their innovation, improve their competitive edge, and meet their sustainable development commitments. We are the trusted advisor, with a real ability to deploy solutions, in a collaborative economy of shared experience.

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Visiativ Cyber WAF

Protect and secure all your web applications

Block 100% of cyber threats immediately with AI, without your intervention and before they even reach your servers.


Visiativ risk management and insurance

Identify, assess and monitor risks which could jeopardize the performance of your company


Visiativ Cyber Diagnostic

The technical control of IT security

With Visiativ Cyber Pilot, we take a concrete inventory of your IT security and propose an appropriate remediation plan.

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Visiativ Chatbot

Engage with prospects

Guide and inform prospects with a chatbot on your web portals. Our intelligent conversational software will interact with web visitors to guide them to relevant information.


Visiativ Employee Document

Simplify and secure your HR files

Share reference documents with all your employees to optimize administrative work, while securing and making your documentation more reliable.


Visiativ Insurance Documents

Digitize insurance daily processes

Increase your performance and retain your customers through efficient business processes and shared information