AG2R LA MONDIALE Épargne patrimoniale accelerates dematerialisation to better serve its policyholders

Growing demand for digitalization

Individuals' appetite for digital solutions has been growing for several years, and this trend has been reinforced by the periods of confinement.

As a result, your customers are increasingly asking us to provide them with their statements of affairs in digital format as a replacement for paper mail, which is considered to be environmentally unfriendly and cumbersome.

As part of its digital strategy, AG2R LA MONDIALE Épargne patrimoniale is pursuing a clear ambition: to adapt to rapid changes in the market by combining innovation and simplification! In line with the Group's major strategic objectives, the project initiated in 2023 aims to offer our policyholders the possibility of opting for dematerialisation. We have focused on ergonomics, regulatory compliance and IT security.

This joint initiative by La Mondiale Europartner and La Mondiale Partenaire is also part of our sustainable development strategy.Our collaboration has enabled us to communicate with a single voice to your customers.

 

Digitalisation at the service of your customers

Access to these documents on our MyLMEP and Digivie Assuré policyholder areas offers a number of advantages:

• Consultation available at any time;
• No risk of documents being lost or misdirected;
• Elimination of paper storage.

 

The first dematerialised documents are already available via our areas, which allow you to:

• View the status of contracts;
• View the history of contracts
• Access contractual documentation;
• Access quarterly and annual statements of account.

 

Success that's only just begun

The first campaigns have produced promising and highly satisfactory results. We will be continuing to roll out the statements of account to all our partners, and gradually adding new acts.

 

This success marks the start of an ambitious adventure that will continue in 2025.