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Premium Financial Desk.

For those who have several subjects open at the same time and can no longer — nor want to — pursue them one by one.

Talking about Premium What is included
Point of contact
A person responsible for the dossier
Where do you live
In the customer portal
Scope
Insurance, taxes, documents
The difference

The same month, with and without Premium.

Without

  • A letter from the insurance company that remains on the table
  • The moving deadline discovered on December 2nd
  • IRS documents spread across three emails
  • A different number for each subject
  • No one knows what was decided last year

With

  • The letter arrives, is registered and analyzed
  • Deadline appears as task before expiring
  • Documents archived by process
  • A person in charge who already knows your case
  • History consultable at any time
The portal

That's what's now open every day.

Processes, documents and tasks on the same screen, each linked to the subject to which it belongs. When something depends on you, it is set with a deadline.

Client portalIllustrative example

Processes

Insurance Health insuranceComparison in progressUnder review
Tax returnDocuments missingWaiting for customer
Loan renegotiationProposal sentCompleted

Documents

Current policy.pdfInsurance Health insuranceReceived
Award letter.pdfInsurance Health insuranceReceived
Residence permit.pdfTax returnMissing

Tasks

Submit the residence permitDeadline: this week
Confirm householdDeadline: before November 30th
Approve the termination requestAfter analysis
Illustration with fictitious data. Actual processes, statuses and deadlines appear in your account.
What do you get

Specifically, this.

No abstract descriptions: what you follow is what exists in your account from the day you join.

An identified person responsible

A person who knows your dossier and with whom you speak directly, without repeating the situation every time.

All processes on the portal

Each open subject has its own status, history and documents, which can be consulted whenever you want.

Monitored deadlines

The dates that matter — terminations, deliveries, renewals — are recorded and marked before they expire.

Clear tasks

What depends on you is made clear, with what is needed and by when.

Organized file

Policies, letters and receipts filed by process instead of dispersed by email.

Does this make sense for your case?

It depends on how many issues you have open. Tell us what you have in hand and we will respond honestly.

Review my situation Arrange a conversation