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Insurance – Retirement

To effectively meet current and future challenges in the insurance and retirement sector, Infotel supports its clients in the evolution of their information systems

Responding to regulatory and market pressure

Infotel helps its clients to respond effectively to the major challenges of the insurance sector.

Insurance companies, mutual health funds, social protection and pension businesses must deal with changing regulations, market pressures and acceleration as well as the emergence of new competitors such as foreign banks and insurance companies and new distribution models.

Infotel ensures that customer experience is central to the work it delivers for clients. This is essential to meeting the changing nature of consumers, who increasingly demand high-quality digital interaction from businesses in the insurance sector.

Insurance and retirement director
Damien Billard




Automatic process of loan request and the simplification of KYC "Know Your Customer".


  • Improvement of KYC and the onboarding of new clients with automatic identity verification thanks to intelligent ID document processing on the web or in an application.
  • Acceleration in the dealing with requests for loans and mortgages: process and automatic classification of new documents, extraction of information and validation of data points.
  • Fraud prevention and respect of rules: automation of compliance requirements on contracts, financial documents and ID documentation.
  • Easing and simplification of the consumer spending comprehension: classification of bank transfers from the study of receipt and invoice item data.


Automated process of scientific papers and other documentation linked to the registering of a patent for intellectual property.


  • Recognition and automatic indexation of fields for a precise search among the documents relating to the patent application.
  • Standardisation of the documents with online specifications: bibliopraphy, expired patent, renewed patent, etc.


Automatic processing of receipts, bills and other financial documents.


  • Automisation of the accounting process: declaration of VAT, supplier bills, etc.
  • Standardisation and harmonisation of the business accounting processes.
  • Improving data security with the deletion of manual errors and with the synthesising of controls.
  • Contribution to the reduction in fraud risks, à la réduction des risques de fraude, reinforcement of operational security, audit trails and internal controls.
  • Support in the change management and accounting teams on the appropriation of this new solution.