Export Insurance

The insurance export functionality allows you to generate a file bringing together all the information recorded in the system regarding insurance contracts. This file can be used for detailed analyses, internal or external audits, or to facilitate the sharing of information with the parties concerned.

Export Applications

Internal Analysis:

• Identify expiring insurance to plan renewals.
• Analyze the overall costs linked to insurance contracts.
• Track the most common types of insurance and the most popular companies.

Audits:

• Prepare compliance reports for regulators or partners.
• Provide a comprehensive view of active and expired contracts for effective traceability.

Data Sharing:

• Transmit information to HR managers, financial services or insurance brokers.
• Facilitate coordination with third parties, such as insurance companies or intermediaries.

Exported Information

The generated file contains the following fields:

• Collaborator:Name and first name of the employee associated with the contract.
• Registration number:Unique identifier of the employee.
• Insurance type:Category of contract (e.g.: health, automobile, home).
• Start date:Start date of insurance validity.
• End date:Contract expiration date.
• Certificate No.:Contract reference or certificate number.
• Font Number:Unique identifier of the insurance policy.
• Insurance Company:Name of the company issuing the contract.
• Duration:Validity period expressed in months or years.
• Amount excluding tax:Cost of insurance excluding taxes.
• VAT:Rate applied.
• Amount including tax:Total cost of insurance including taxes.
• Insurance intermediary:Name of broker or intermediary.
• Attachment:Documents associated with the contract (e.g.: policy scans).
• How:Additional notes regarding the contract.
• User:Name of the user who saved or modified the data.

File Format and Structure

• Format:
  The file is generated in Excel format (.xlsx), ideal for sorting, filtering, and statistical analysis.

• Structure :
  Columns are organized by exported fields for intuitive data navigation and manipulation.

Benefits of the Feature

1. Clarity and Organization:
   Provides a comprehensive, structured view of insurance information.

2. Simplified Sharing:
   Generates a file that is easy to transmit to internal or external stakeholders.

3. Process Optimization:
   Simplifies the management of audits, contract monitoring, and renewals.

4. Anticipation:
   Allows proactive management thanks to visibility on contract deadlines.

Use Case

Management of Renewals:

• Quickly identify expiring contracts.
• Plan renewals with the companies concerned.

Monitoring of Collaborators:

• Ensure continuous coverage for all employees.
• Manage contracts specific to certain profiles or needs.

Audits and Reports:

• Easily prepare compliance documents or summaries for regulators.
• Centralize data for financial analysis of insurance costs.

With this export functionality, users can manage insurance data more efficiently, facilitating communication and ensuring full transparency in contract monitoring.