›Why "Onboarding assuré & signature électronique" needs a structured workflow
"Onboarding assuré & signature électronique" is a recurring business case in the insurance sector. Without a structured workflow, it runs across email, spreadsheets and scattered documents — generating delays, errors and audit gaps.
Utilyx models this process as an executable workflow, with conditional routing, multi-level validation, automatic PDF generation and legal archiving. Every step is traced, every decision is logged.
›The automated workflow
The process designer models the journey as connected nodes:
- Intake: the requester submits the required information and documents.
- Validation: a manager approves or refuses, with data propagated in read-only.
- Conditional routing: based on type, amount or severity, the flow takes the right branch.
- PDF generation: a formatted document is produced automatically (usePDF).
- Archiving: the document is filed in a tamper-evident, searchable archive (useArchive).
- Notification: the requester and actors receive an email confirmation with a direct link.
›Concrete benefits
Teams that automate "Onboarding assuré & signature électronique" on Utilyx report processing time dropping from days to hours, full traceability of every decision, and zero missing documents — because the workflow blocks submission until required documents are present.
The business vocabulary (claim, policy, underwriting, reimbursement, fraud detection, reinsurance) is built into the workflow, so the AI copilot can propose the right schema directly without the user having to re-explain their business.
›The workflow in real time
Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.
›Measured gains after automation
Temps de règlement sinistre
Before
15 jours
After
3 jours
Taux de fraude détectée
Before
2%
After
8,5%
Coût par sinistre
Before
120 €
After
18 €
Satisfaction client (NPS)
Before
32
After
58
›How to automate this process — step by step
Capter la déclaration
Le sinistre est saisi via un formulaire structuré avec pièces jointes (photos, documents) et validation automatique des champs obligatoires.
Routage intelligent
Le workflow route automatiquement vers le bon ajusteur selon le type, le montant et la complexité du sinistre.
Valider et décider
L'ajusteur valide, refuse ou demande un complément — chaque décision est tracée avec horodatage et données en lecture seule.
Générer le document
usePDF produit automatiquement la lettre de règlement, le détail des indemnisations et le récapitulatif client.
Archiver et notifier
useArchive classe le dossier, le client reçoit une notification avec lien direct, et le règlement est tracé de bout en bout.
›Return on investment
Frequently asked questions
How long does it take to deploy the "Onboarding assuré & signature électronique" workflow?
A business analyst can model and deploy it in a single session, either manually in the designer or by describing it to the AI copilot.
Can the generated document be legally archived?
Yes. useArchive stores the PDF in a tamper-evident archive with a full-text index, meeting audit and retention requirements.
Ready to automate your processes?
Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.