{"id":17930,"date":"2021-10-04T11:36:14","date_gmt":"2021-10-04T09:36:14","guid":{"rendered":"https:\/\/optimiso-group.com\/customers\/mutuelles-assurances\/"},"modified":"2026-01-23T11:06:20","modified_gmt":"2026-01-23T10:06:20","slug":"insurance","status":"publish","type":"page","link":"https:\/\/optimiso-group.com\/en\/customers\/insurance\/","title":{"rendered":"Insurance"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_direction=&#8221;105deg&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_header title=&#8221;Insurance&#8221; button_one_text=&#8221;See the benefits (2 min)&#8221; button_one_url=&#8221;https:\/\/optimiso-group.com\/en\/videos\/internal-control-software\/&#8221; button_two_text=&#8221;Discover the solution &#8221; button_two_url=&#8221;https:\/\/optimiso-group.com\/en\/software\/internal-control\/internal-control-system\/&#8221; content_tablet=&#8221;&#8221; content_phone=&#8221;&#8221; content_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.16.0&#8243; _module_preset=&#8221;default&#8221; title_font=&#8221;Arial|700|||||||&#8221; title_font_size=&#8221;50px&#8221; content_font=&#8221;Arial|700|||||||&#8221; subhead_font=&#8221;||||||||&#8221; subhead_font_size=&#8221;25px&#8221; background_color=&#8221;#FFFFFF&#8221; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;rgba(0,0,0,0.38) 0%|rgba(0,0,0,0.44) 100%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_color_gradient_start=&#8221;rgba(0,0,0,0.38)&#8221; background_color_gradient_end=&#8221;rgba(0,0,0,0.44)&#8221; background_image=&#8221;https:\/\/optimiso-group.com\/wp-content\/uploads\/2021\/10\/advisor.jpg&#8221; background_position=&#8221;top_center&#8221; custom_button_one=&#8221;on&#8221; button_one_text_color=&#8221;#FFFFFF&#8221; button_one_bg_color=&#8221;#01b1ec&#8221; button_one_border_width=&#8221;3px&#8221; button_one_border_color=&#8221;#01b1ec&#8221; button_one_border_radius=&#8221;0px&#8221; button_one_letter_spacing=&#8221;0px&#8221; button_one_use_icon=&#8221;off&#8221; custom_button_two=&#8221;on&#8221; button_two_text_color=&#8221;#FFFFFF&#8221; button_two_bg_color=&#8221;RGBA(0,0,0,0)&#8221; button_two_border_width=&#8221;3px&#8221; button_two_border_color=&#8221;#FFFFFF&#8221; button_two_border_radius=&#8221;0px&#8221; button_two_use_icon=&#8221;off&#8221; button_two_custom_margin=&#8221;|0px||0px|false|false&#8221; custom_padding=&#8221;40px||40px||false|false&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;20px||20px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; title_font_size_tablet=&#8221;&#8221; title_font_size_phone=&#8221;25px&#8221; title_font_size_last_edited=&#8221;on|desktop&#8221; subhead_text_color_tablet=&#8221;&#8221; subhead_text_color_phone=&#8221;&#8221; subhead_text_color_last_edited=&#8221;on|phone&#8221; subhead_font_size_tablet=&#8221;&#8221; subhead_font_size_phone=&#8221;20px&#8221; subhead_font_size_last_edited=&#8221;on|phone&#8221; button_one_text_size_tablet=&#8221;&#8221; button_one_text_size_phone=&#8221;16px&#8221; button_one_text_size_last_edited=&#8221;on|phone&#8221; button_two_text_size_tablet=&#8221;&#8221; button_two_text_size_phone=&#8221;16px&#8221; button_two_text_size_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>[\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;0px|0px|0px|0px||&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; min_height=&#8221;11.9px&#8221; custom_padding=&#8221;45px|20px|20px|20px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Arial||||||||&#8221; text_text_color=&#8221;#000000&#8243; custom_padding=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><strong>An effective internal control useful to all<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.23.1&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Arial||||||||&#8221; text_text_color=&#8221;#000000&#8243; custom_padding=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span style=\"color: #555555;\">As an establishment active in the <strong>insurance<\/strong>, <strong>social security<\/strong>, <strong>mutual<\/strong> or <strong>compensation fund sector<\/strong>, you must comply with national, European or international regulatory requirements. The rules of the <strong>ACPR<\/strong> or the <strong>AMF<\/strong> in France and those of the <strong>OPP<\/strong> or <strong>FINMA<\/strong> in Switzerland govern your activity and result, among other things, in the establishment of an internal control system. At the European level, <strong>EIOPA<\/strong> (European Insurance and Occupational Pensions Authority) is responsible for overseeing the implementation of best practices, particularly concerning the <strong>SOLVA I<\/strong> and <strong>SOLVA II<\/strong> regulations.<\/span><\/p>\n<p><span style=\"color: #555555;\">In addition to these legal requirements, some establishments choose ISO 9001 certification to prove the quality of their services or ISAE 3402 recognition to prove to their clients that their processes and internal control are working properly. with regard to financial information.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #555555;\">To meet your <strong>internal control<\/strong> challenges, you must:<\/span><\/p>\n<ul>\n<li><span style=\"color: #555555;\">Update the risk map<\/span><\/li>\n<li><span style=\"color: #555555;\">Follow up on controls<\/span><\/li>\n<li><span style=\"color: #555555;\">Deal with incidents<\/span><\/li>\n<li><span style=\"color: #555555;\">Monitor and evaluate action plans<\/span><\/li>\n<li><span style=\"color: #555555;\">Prepare reports and other legal documents<\/span><\/li>\n<\/ul>\n<div id=\"gtx-trans\" style=\"position: absolute; left: 104px; top: 96px;\">\n<div class=\"gtx-trans-icon\">\u00a0<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#f6f6f6&#8243; min_height=&#8221;11.9px&#8221; custom_padding=&#8221;|20px|20px|20px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Arial||||||||&#8221; text_text_color=&#8221;#000000&#8243; custom_padding=&#8221;||0px|||&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h3><strong>Automate your internal control with Optimiso<\/strong><\/h3>\n<div id=\"gtx-trans\" style=\"position: absolute; left: 464px; top: 3.71875px;\">\n<div class=\"gtx-trans-icon\">\u00a0<\/div>\n<\/div>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Arial||||||||&#8221; text_text_color=&#8221;#000000&#8243; custom_padding=&#8221;||0px|||&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><span style=\"color: #555555;\">Make this requirement a real asset for your establishment! Like other insurances, mutuals, provident institutes or compensation funds, benefit from the following advantages with the internal control software Optimiso.<\/span><\/p>\n<ul>\n<li><span style=\"color: #555555;\">Easily update all elements of internal control<\/span><\/li>\n<li><span style=\"color: #555555;\">Facilitate the performance of checks and ensure continuity in the event of absence<\/span><\/li>\n<li><span style=\"color: #555555;\">Monitor the performance of checks in real time<\/span><\/li>\n<li><span style=\"color: #555555;\">Easily report incidents and gain responsiveness in their handling<\/span><\/li>\n<li><span style=\"color: #555555;\">Follow action plans related to controls<\/span><\/li>\n<li><span style=\"color: #555555;\">Be ready at all times for the audit, without prior preparation<\/span><\/li>\n<li><span style=\"color: #555555;\">Easily prove compliance with standards and laws<\/span><\/li>\n<\/ul>\n<div id=\"gtx-trans\" style=\"position: absolute; left: 497px; top: 72px;\">\n<div class=\"gtx-trans-icon\">\u00a0<\/div>\n<\/div>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; min_height=&#8221;11.9px&#8221; custom_padding=&#8221;29px|20px|20px|20px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Arial||||||||&#8221; text_text_color=&#8221;#000000&#8243; custom_margin=&#8221;10px||||false|false&#8221; custom_margin_tablet=&#8221;&#8221; custom_margin_phone=&#8221;&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><strong>Internal control in an insurance company<\/strong><\/h3>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Arial||||||||&#8221; text_text_color=&#8221;#000000&#8243; custom_padding=&#8221;||0px|||&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p><span style=\"color: #555555;\">Discover the case of a french insurance company that was able to set up a more efficient and 100% automated internal control with the Optimiso software.<\/span><\/p>\n<div id=\"gtx-trans\" style=\"position: absolute; left: 14px; top: 24px;\">\n<div class=\"gtx-trans-icon\">\u00a0<\/div>\n<\/div>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/optimiso-group.com\/wp-content\/uploads\/2021\/11\/customer_story_insurance.pdf&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Read the customer story&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; custom_button=&#8221;on&#8221; button_text_size=&#8221;20px&#8221; button_text_color=&#8221;#FFFFFF&#8221; button_bg_color=&#8221;#01b1ec&#8221; 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button_border_width__hover_enabled=&#8221;off&#8221; button_one_border_width__hover_enabled=&#8221;off&#8221; button_two_border_width__hover_enabled=&#8221;off&#8221; button_border_color__hover_enabled=&#8221;off&#8221; button_one_border_color__hover_enabled=&#8221;off&#8221; button_two_border_color__hover_enabled=&#8221;off&#8221; button_border_radius__hover_enabled=&#8221;off&#8221; button_one_border_radius__hover_enabled=&#8221;off&#8221; button_two_border_radius__hover_enabled=&#8221;off&#8221; button_letter_spacing__hover_enabled=&#8221;on|hover&#8221; button_letter_spacing__hover=&#8221;0px&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; custom_padding__hover_enabled=&#8221;off|desktop&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/optimiso-group.com\/wp-content\/uploads\/2021\/10\/advisor.jpg&#8221; alt=&#8221;controle interne mutuelle&#8221; title_text=&#8221;Contr\u00f4le interne mutuelle&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|20px|20px|20px|false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Arial||||||||&#8221; text_text_color=&#8221;#000000&#8243; custom_padding=&#8221;||0px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h3><strong>Some references<\/strong><\/h3>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.16&#8243; 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link_option_url_new_window=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][\/dica_divi_carouselitem][dica_divi_carouselitem button_url_new_window=&#8221;1&#8243; image=&#8221;https:\/\/optimiso-group.com\/wp-content\/uploads\/2022\/02\/ocealiz.png&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; link_option_url=&#8221;https:\/\/www.ocealiz.fr\/Courtiers-en-assurance.php&#8221; link_option_url_new_window=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][\/dica_divi_carouselitem][dica_divi_carouselitem button_url_new_window=&#8221;1&#8243; image=&#8221;https:\/\/optimiso-group.com\/wp-content\/uploads\/2022\/02\/mutuelle-du-commerce.png&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; link_option_url=&#8221;https:\/\/www.mutuelleducommerce.nc\/&#8221; link_option_url_new_window=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][\/dica_divi_carouselitem][dica_divi_carouselitem button_url_new_window=&#8221;1&#8243; image=&#8221;https:\/\/optimiso-group.com\/wp-content\/uploads\/2022\/02\/caisse-de-compensation-du-canton-du-valais.png&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; link_option_url=&#8221;https:\/\/www.vs.ch\/web\/avs&#8221; link_option_url_new_window=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][\/dica_divi_carouselitem][dica_divi_carouselitem button_url_new_window=&#8221;1&#8243; image=&#8221;https:\/\/optimiso-group.com\/wp-content\/uploads\/2022\/05\/mclr-mutuelle-1.png&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; link_option_url=&#8221;https:\/\/www.mclr.fr\/mutuelle-lyon\/&#8221; link_option_url_new_window=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][\/dica_divi_carouselitem][dica_divi_carouselitem button_url_new_window=&#8221;1&#8243; image=&#8221;https:\/\/optimiso-group.com\/wp-content\/uploads\/2022\/05\/cpcl.png&#8221; _builder_version=&#8221;4.17.3&#8243; _module_preset=&#8221;default&#8221; 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