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.

Transform your customer relationship with Armatis

This collaboration illustrates Armatis’ ability to support insurance, savings, and finance players in transforming their customer relationships.

Black Friday, holidays, sales, or unexpected peaks: Armatis helps you manage critical volumes, adapt your resources, and maintain customer quality.

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