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Uniqa Management Services, s.r.o.

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UNIQA Insurance Group | Capture of accounting documents

UNIQA Management Services, s.r.o. deals mainly with intermediary activities in pension insurance contracts and general insurance. The company started its activity on the Czech market in 1998 under the business name WASS YT s.r.o. In 1999 the company was renamed CSWIN FINANCIAL SERVICES s.r.o., then Winvest Finanční poradci s.r.o., and finally AXA Česká republika s.r.o. From 16.10.2017 to 14.01.2021 the company operated under the name AXA Management Services s.r.o. More info: www.uniqua.cz
„Extracting data from incoming accounting documents as BPO has proven to be a very good choice, as has the choice of scanservice as our external supplier of these services. It has offered us the best conditions and during our cooperation the services continue to be at a very high level.“ Vladimír Kořen, Head of Finance (Accounting & Tax), UNIQA Pojišťovna, a.s.

Challenge

As the number of clients grew, the company began to encounter a large number of accounting documents that needed to be processed efficiently and effectively. The company was looking for a solution that would significantly speed up the processing workflow while giving them control over the entire process.

Solution

We offered Uniqua Pojišt’ovna a.s. the processing of accounting documents in the form of Business Process Outsourcing (BPO). This process involves extracting data from all incoming invoices of Uniqua a.s. group companies in DigiCentre scanservice a.s. in Prague. All accounting documents are delivered exclusively electronically, invoice data is extracted automatically, and the extracted data is automatically verified and matched.

Benefits

Automated invoice extraction reduces the processing time by half and Uniqua Pojišťovna a.s. obtains important data for further workflows within 24 hours.

Used applications