Digital Onboarding for a Leading Insurance Company
The Client: A Life Insurance Specialist
Digital Identification and Signing for More Efficient and Secure Processes
The company has initiated a group-wide integration process to strengthen trust with its distribution partners. To achieve this, it decided to enhance its systems in terms of efficiency and flexibility, improving portals that serve its sales networks.
It became strategically urgent to enhance the service portal dedicated to thousands of accounts maintaining direct relationships with clients, enabling more autonomous management while ensuring complete security.
The company identified two key areas of intervention:
- Improving the security of the system used to assign and verify the digital identity through which clients access and use the portal.
- Integrating an advanced electronic signature solution, enabling users to perform transactions with full legal validity.
In 2019, the company launched a public tender to select the most suitable solution for implementation within its internal IT systems. Several top industry players participated, and the proposal from InfoCert – Tinexta Group was ultimately chosen.
TOP - Trusted Onboarding Platform: InfoCert’s Solution for Seamless Onboarding Processes
The InfoCert project for the insurance company was launched in February 2020 with the implementation of the new portal access system. The solution is based on InfoCert’s Trusted Onboarding Platform (TOP), which ensures secure and reliable remote client identification and the signing of legal documents using a one-shot digital signature, if needed.
The identification process starts by verifying and certifying the email address and phone number associated with the profile. Then:
1- The client uploads an image of their identification document, either from their gallery or by taking a photo.
2- The document’s characters are automatically recognized using OCR (Optical Character Recognition) technology, allowing data capture without human intervention.
3- The system performs various automatic checks and conducts a “Liveness Check” by asking the user to perform simple gestures, such as smiling or turning their head, enabling the software to confirm interaction with a real human being.
At this point, the procedure is complete. Additionally, for every login, the client receives a real-time code to ensure maximum security.
The result: a simple and secure experience
With InfoCert’s technology, the company has created a seamless and secure experience for clients during the authentication process, ensuring operations occur in an environment that protects their data and personal information.
