EBP Banque-Assurance will equip AXA General Agents


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(Boursier.com) — Réussir, the National Union of General Agents of AXA wanted to offer agents the possibility of equipping themselves with software allowing them to manage their operating accounts. The publisher EBP will therefore provide them with the EBP Banque Assurance software, adapted to the specificities of their profession.
“This accounting solution, which will be recommended to agents by AXA, responds to a triple challenge: improving their productivity in the accounting entry of general expenses, increasing their efficiency via automated flows with the company, and above all ensuring the compliance of their accounting management. As independent entrepreneurs, we are particularly committed to choosing the most efficient management tool”, comments Rémi GAUTTIER, AXA General Agent and President of the Réussir syndicate.

The EBP Group has been able to develop Cloud software allowing agents to automate their accounting by aggregating data from two sources. Flows from insurance accounting (for example, commissions paid by head office to agents) and those from the synchronization of branch bank accounts. The transfer of all this data will take place automatically during night processing in order to increase the productivity of agents.

Insurance agents who keep their operating accounts in the AXA environment will benefit from the automatic repatriation of all their accounting data. In addition, agents using an external solution will be supported by EBP’s assistance services to repatriate their data. All will benefit from start-up training.

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