Who it’s forInsurance agents and brokers
Policies and claims, found from a number.
Policies, receipts, assessments and client documents in an archive on Italian servers. Search looks inside scans, and documents go to clients through a protected link.
ArchiviOnline.it is a HostingPerTe.it service by ARMADA S.r.l.
Everyday problems
Many documents for every client
Policies, receipts, claim forms, assessments and photos, to be found when needed.
Sensitive data
Some policies contain health data: they need extra care.
Sending policies and receipts
Email attachments you can’t tell were opened.
How ArchiviOnline.it solves them
Find a policy from a number or a number plate
Text in scans is recognised and can be searched.
Documents to clients through a protected link
Password, expiry date and download limit, and a notice when the client opens them.
Lines of business kept apart
Motor, life, claims, administration: different workspaces, each with its own members.
Versions and trash
A document overwritten or deleted by mistake can be recovered.
Signed log
Every access and every share is logged and kept for 24 months.
Expiring policies
Available as a module: set a policy’s expiry date and get a reminder in good time, in the app and by email.
Good to know
ArchiviOnline.it stores the agency’s documents: it does not replace insurers’ portals and management systems.
A typical day
Photos of a claim arrive: they are uploaded to the client’s folder.
A colleague searches for the number plate and finds policy and claim form, even though they are scans.
The receipt goes out through an expiring link.
The manager checks in the log who opened the documents of a claim.
The recommended plan
ArchiviOnline.it Business
With several staff and lines of business, the Business plan gives you separate workspaces and a log of every action.
ArchiviOnline.it is a HostingPerTe.it service by ARMADA S.r.l.