How a pension consortium optimizes member management
Securing and streamlining relationships with thousands of members across France through a flexible, real-time managed solution.
Results
Significant improvement in response time for service quality.
0%
Member satisfaction. Clarity of responses and relational quality.
0%
Introducer satisfaction. Smooth and professional support.
0%
Industry
Insurance / Savings
Since
2022
Location
France
CONTEXT
A fast-growing pension consortium
A major French pension consortium is experiencing continuous growth in the number of members and related contract management inquiries. These requests cover sensitive topics requiring high levels of reliability, confidentiality, and human support.
To secure member relationships, absorb activity fluctuations, and improve service quality, the consortium chose to rely on Armatis.
Member satisfaction
Respond to inquiries on sensitive topics: contractual information, taxation, succession, account management, digital access.
Economic optimization
Adapt the setup to flux fluctuations with a flexible, pooled model capable of handling peaks and troughs.
Service quality
Ensure an upgrade in service delivery, with strong commitments on deadlines and interaction quality.
Growth support
Accompagner le développement des parcours digitaux et la hausse continue des sollicitations.
SCOPE & SUPPORT
The activities entrusted to Armatis
Armatis handles a wide range of high-value missions, covering all member and partner interactions.
Inbound call management
General information requests
Questions about account operations
Support for online procedures
Personal data updates
Digital support
Assistance with member space login
Resolution of access issues
Guidance on self-service portal usage
Partner introducer calls
Advisory and supportive approach
Dedicated line for introducers
Reactivity and industry expertise
Secure documentary exchanges
Protocols compliant with confidentiality requirements
Secure channel via SFTP
Compliance with insurance/savings standards
SOLUTIONS
The solutions deployed by Armatis
1. Flexible and pooled model
Staffing adjustments throughout the day and service continuity ensured even during activity peaks.
2. Real-time management
Dedicated cell to optimize flux distribution and maintain contractual KPIs.
3. Omnichannel performance
Unify and optimize various interaction channels to guarantee service quality and processing deadlines.
4. Secure exchange channel
Strict compliance with regulatory requirements in the insurance and savings sector.
RESULTS
Measurable performance
Thanks to the collaboration between the consortium’s teams and Armatis, performance has significantly improved:
Significant improvement in response time for service quality.
0%
Member satisfaction. Clarity of responses and relational quality.
0%
Introducer satisfaction. Smooth and professional support.
0%
KEY SUCCESS FACTORS
What makes the difference
Agility & reactivity
A setup capable of rapidly adapting to volumes and operational needs through real-time management and pooling.
Sector expertise
A team trained in savings product specifics, regulatory obligations, and sensitive customer journeys.
Continuous co-construction
Regular workshops to optimize scripts, processes, and omnichannel journeys.
Journey-oriented innovation
Joint actions to streamline exchanges, improve digital experience, and reduce member effort.