OCSO DIOT optimizes document management with Efalia Doc

5 services
equipped with the EDM solution
19,000
insured in the wallet
6 months
for the complete deployment of the project
5 services
equipped with the EDM solution
Customer ID

Name: OCSO DIOT

OCSO, an insurance broker, joined DIOT Groupe BURRUS, one of the last major independent brokers in France, about ten years ago. Strongly attached to the values of independence and freedom vis-à-vis insurers, DIOT is today a structured group capable of addressing a diversified portfolio of customers (companies and individuals).

Business sector: Insurance brokerage

Business size: ETI

SOFTWARE used
Doc
Key figures
5 services
equipped with the EDM solution
19,000
insured in the wallet
6 months
for the complete deployment of the project
5 services
equipped with the EDM solution
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OCSO DIOT optimizes document management with Efalia Doc

OCSO DIOT has implemented Efalia's EDM solution to digitize its documentary processes and meet the traceability challenges associated with a large volume of documents. This digital transformation project has made it possible to optimize the processing of more than 3,000 documents per week while improving team performance and customer satisfaction.

Challenge

A period of significant turnover revealed a major problem in the classification of documents and customer files, impacting traceability, efficiency and performance. Since OCSO DIOT was fully delegated to manage 85% of its activities, the volume of documents to be processed was considerable.

• Issues of filing and traceability of customer documents

• Very large volume of documents to be managed on a daily basis

• Need to maintain customer support capacity despite team changes

• Need to improve operational performance

SOFTWARE/APP/TECHNO
Doc

Solution

OCSO DIOT selected Efalia's EDM solution following a call for tenders at the end of 2018. An internal working group was created to define a global ranking plan covering all of the company's business processes.

Efalia Doc

• Complete EDM solution with automatic capture and indexing

Personalized ranking plan according to business processes

Virtual storage bins for managers

Connectors developed for integration with the customer site

Dedicated service with scanning room and team of female operators

Results

Successful digital transformation with significant operational gains

OCSO DIOT has considerably improved its operational performance thanks to dematerialization. The solution now makes it possible to efficiently process a large volume of documents while maintaining business continuity, even remotely. Teams benefit from better traceability and customers from optimized service.

Optimized scanning : Over 3,000 documents scanned and indexed every week

Performance gain: Asignificant improvement in file processing times

Strengthened traceability : Complete follow-up of documents and customer files

• Business continuity: Access to files even when working from home via virtual banners

• System integration: Connectors developed for the customer site

This project is a perfect illustration of how a well-deployed EDM solution can transform an insurance broker's business processes. By creating a real dedicated service and by training teams, OCSO DIOT has been able to make the most of digitalization to maintain its level of customer excellence despite organizational challenges.
Efalia expert

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