{"id":663,"date":"2016-10-16T19:42:04","date_gmt":"2016-10-16T17:42:04","guid":{"rendered":"http:\/\/betterconsultants.es\/wordpress\/?page_id=663"},"modified":"2019-01-28T20:04:33","modified_gmt":"2019-01-28T19:04:33","slug":"seguros-entidades-financieras-bancassurance","status":"publish","type":"page","link":"https:\/\/www.betterconsultants.es\/ca\/seguros-entidades-financieras-bancassurance\/","title":{"rendered":"Assegurances en Entitats Financeres"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;off|desktop&#8221; admin_label=&#8221;section&#8221; _builder_version=&#8221;3.19.9&#8243; background_image=&#8221;https:\/\/www.betterconsultants.es\/ca\/wp-content\/uploads\/2018\/01\/Seguros-en-Banca.jpg&#8221; animation_style=&#8221;zoom&#8221; animation_intensity_zoom=&#8221;2%&#8221;][et_pb_row custom_padding=&#8221;230px|0px|230px|0px&#8221; custom_padding_tablet=&#8221;140px|0px|140px|0px&#8221; custom_padding_phone=&#8221;80px|0px|80px|0px&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;3.0.105&#8243;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;3.0.47&#8243;][et_pb_row custom_padding=&#8221;90px|0px|30px|0px&#8221; _builder_version=&#8221;3.0.105&#8243;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][et_pb_text _builder_version=&#8221;3.0.105&#8243; text_font=&#8221;|300|||||||&#8221; header_text_color=&#8221;#000000&#8243; header_font_size_tablet=&#8221;32px&#8221; header_font_size_phone=&#8221;28px&#8221; header_font_size_last_edited=&#8221;on|desktop&#8221; header_4_text_color=&#8221;#ffffff&#8221; background_color=&#8221;#ffffff&#8221; box_shadow_style=&#8221;preset1&#8243; background_layout=&#8221;dark&#8221; custom_margin=&#8221;-180px|||&#8221; custom_margin_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;30px|30px|30px|30px&#8221; custom_padding_tablet=&#8221;80px|30px|43px|30px&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;left&#8221; animation_duration=&#8221;500ms&#8221; animation_intensity_slide=&#8221;30%&#8221; animation_starting_opacity=&#8221;20%&#8221;]<\/p>\n<h1><\/h1>\n<h1>Assegurances en Entitats Financeres<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; _builder_version=&#8221;3.0.47&#8243;][et_pb_row custom_padding=&#8221;13px|0px|55px|0px|false|false&#8221; _builder_version=&#8221;3.0.47&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][et_pb_text _builder_version=&#8221;3.19.6&#8243; custom_padding=&#8221;0px|0px|0px|0px&#8221;]<\/p>\n<h4>L&#8217;\u00e0rea de negoci d&#8217;Assegurances, Reassegurances i Plans i Fons de Pensions ha jugat sempre un paper de m\u00e0xima rellev\u00e0ncia en el sector financer. En els \u00faltims anys s&#8217;ha observat, a m\u00e9s, un canvi de tend\u00e8ncia cap a l&#8217;externalitzaci\u00f3 del negoci d&#8217;Assegurances a companyies especialitzades.<\/h4>\n<h4>Better Consultants ha participat activament en aquest proc\u00e9s de transformaci\u00f3, en particular en els seg\u00fcents que s&#8217;indiquen a continuaci\u00f3<\/h4>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding=&#8221;0|0px|0|0px|false|false&#8221; _builder_version=&#8221;3.0.47&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][et_pb_text _builder_version=&#8221;3.19.6&#8243; custom_padding=&#8221;0px|0px|0px|0px&#8221;]<\/p>\n<h3>Connexi\u00f3 entre entitats<\/h3>\n<p><span style=\"font-size: 16px;\">En el proc\u00e9s de contractaci\u00f3 i gesti\u00f3 d&#8217;assegurances intervenen diferents actors. El nostre model d&#8217;intercanvi d&#8217;informaci\u00f3 garanteix el correcte funcionament dels aspectes operatius i comptables relacionats amb la comunicaci\u00f3 d&#8217;informaci\u00f3 entre aquests actors, com ara:<\/span>\u00a0<\/p>\n<p style=\"padding-left: 30px;\">L&#8217;intercanvi diari de fitxers entre l&#8217;entitat financera i les diferents Corredories d&#8217;Assegurances amb les que treballa.<\/p>\n<p style=\"padding-left: 30px;\">La comunicaci\u00f3 a les companyies asseguradores de la informaci\u00f3 corresponent als productes de les mateixes que han estat comercialitzats per l&#8217;entitat financera.<\/p>\n<p style=\"padding-left: 30px;\">Aspectes comptables relacionats amb l&#8217;apartat anterior, com ara la separaci\u00f3 comptable entre les companyies Gestora i Diposit\u00e0ria d&#8217;una asseguran\u00e7a.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][et_pb_image src=&#8221;https:\/\/www.betterconsultants.es\/ca\/wp-content\/uploads\/2019\/01\/B2b-nhdbs274.jpg&#8221; _builder_version=&#8221;3.19.9&#8243; custom_padding=&#8221;60px||&#8221; custom_padding_tablet=&#8221;0px||&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; animation_style=&#8221;zoom&#8221; animation_intensity_zoom=&#8221;2%&#8221;]&nbsp;<br \/>\n[\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding=&#8221;0|0px|70px|0px|false|false&#8221; _builder_version=&#8221;3.0.47&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][et_pb_divider show_divider=&#8221;off&#8221; _builder_version=&#8221;3.19.5&#8243; custom_margin=&#8221;0px|||&#8221; custom_padding=&#8221;50px||&#8221;]&nbsp;<br \/>\n[\/et_pb_divider][et_pb_image src=&#8221;https:\/\/www.betterconsultants.es\/ca\/wp-content\/uploads\/2018\/02\/business_01.jpg&#8221; _builder_version=&#8221;3.19.9&#8243; animation_style=&#8221;zoom&#8221; animation_intensity_zoom=&#8221;2%&#8221;]&nbsp;<br \/>\n[\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][et_pb_text _builder_version=&#8221;3.19.6&#8243; custom_padding=&#8221;20px|0px|0px|20px&#8221;]<\/p>\n<h3>Incentius activitat comercial<\/h3>\n<p><span style=\"font-size: 16px;\">L&#8217;efectivitat de les accions comercials dep\u00e8n en gran mesura de les eines, instruments de control i la proactivitat de la xarxa en les campanyes de captaci\u00f3 de clients. La nostra Firma ha dissenyat i implantat solucions en diversos \u00e0mbits:<\/span><\/p>\n<p style=\"padding-left: 30px;\">Sistemes de control, seguiment i remuneraci\u00f3 variable dels empleats vinculats a la comercialitzaci\u00f3 de productes d&#8217;assegurances.<\/p>\n<p style=\"padding-left: 30px;\">Cat\u00e0leg intel\u2022ligent de productes, que orienta l&#8217;oferta en funci\u00f3 de les caracter\u00edstiques de mercat de cadascuna de les oficines. A m\u00e9s, es satisfan els convenis espec\u00edfics que una mateixa entitat pugui tenir amb diferents companyies asseguradores en funci\u00f3 de l&#8217;\u00e0mbit territorial.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row make_fullwidth=&#8221;on&#8221; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;1&#8243; custom_padding=&#8221;0px||50px|&#8221; custom_margin=&#8221;0px||0px|&#8221; make_equal=&#8221;on&#8221; background_color_2=&#8221;#f4f4f4&#8243; bg_img_1=&#8221;https:\/\/www.betterconsultants.es\/ca\/wp-content\/uploads\/2018\/02\/business-02.jpg&#8221; parallax_1=&#8221;on&#8221; background_position_1=&#8221;top_left&#8221; background_position_2=&#8221;top_left&#8221; background_repeat_1=&#8221;no-repeat&#8221; background_repeat_2=&#8221;no-repeat&#8221; padding_top_2=&#8221;8%&#8221; padding_right_2=&#8221;6%&#8221; padding_bottom_2=&#8221;8%&#8221; padding_left_2=&#8221;6%&#8221; _builder_version=&#8221;3.19.9&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; animation_style=&#8221;zoom&#8221; animation_intensity_zoom=&#8221;2%&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; bg_img=&#8221;https:\/\/www.betterconsultants.es\/ca\/wp-content\/uploads\/2018\/02\/business-02.jpg&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;on&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;no-repeat&#8221;][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; padding_bottom=&#8221;8%&#8221; padding_left=&#8221;6%&#8221; padding_right=&#8221;6%&#8221; padding_top=&#8221;8%&#8221; background_color=&#8221;#f4f4f4&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;no-repeat&#8221;][et_pb_text _builder_version=&#8221;3.0.106&#8243;]<\/p>\n<h4>L&#8217;efectivitat de les accions comercials dep\u00e8n en gran mesura de les eines, instruments de control i la proactivitat de la xarxa en les campanyes de captaci\u00f3 de clients.<\/h4>\n<p>&nbsp;<br \/>\n[\/et_pb_text][et_pb_divider color=&#8221;#4e5ed0&#8243; divider_weight=&#8221;3px&#8221; height=&#8221;5px&#8221; disabled_on=&#8221;off|off|off&#8221; _builder_version=&#8221;3.19.5&#8243; background_color_gradient_direction=&#8221;90deg&#8221; max_width=&#8221;100px&#8221; module_alignment=&#8221;left&#8221; custom_margin=&#8221;||20px|&#8221; custom_padding=&#8221;||20px|&#8221; animation_style=&#8221;slide&#8221; animation_direction=&#8221;bottom&#8221; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221;]&nbsp;<br \/>\n[\/et_pb_divider][et_pb_text _builder_version=&#8221;3.0.106&#8243;]<\/p>\n<h4>Avui en dia el sector financer aposta de manera decidida per l&#8217;externalitzaci\u00f3 del negoci d&#8217;Assegurances a companyies especialitzades, en contrast amb la tend\u00e8ncia d&#8217;integraci\u00f3 de fa uns anys.<\/h4>\n<p>&nbsp;<br \/>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;3.0.47&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][et_pb_text _builder_version=&#8221;3.0.106&#8243; custom_padding=&#8221;20px|20px|20px|20px&#8221;]<\/p>\n<h3>Plans de Pensions<\/h3>\n<p><span style=\"font-size: 16px;\">Better Consultants ha desenvolupat solucions espec\u00edfiques per al tractament de la mobilitzaci\u00f3 de plans de pensions entre entitats. <\/span><\/p>\n<p><span style=\"font-size: 16px;\">Aix\u00ed mateix, hem implantat solucions personalitzades de producte propis d&#8217;administracions locals, com s\u00f3n les EPSV (Entitats de Previsi\u00f3 Social Volunt\u00e0ria) del Pa\u00eds Basc.<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][et_pb_image src=&#8221;https:\/\/www.betterconsultants.es\/ca\/wp-content\/uploads\/2018\/02\/writer-02.jpg&#8221; _builder_version=&#8221;3.19.9&#8243; animation_style=&#8221;zoom&#8221; animation_intensity_zoom=&#8221;2%&#8221;]&nbsp;<br \/>\n[\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding=&#8221;59px|0px|51px|0px&#8221; _builder_version=&#8221;3.0.47&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][et_pb_image src=&#8221;https:\/\/www.betterconsultants.es\/ca\/wp-content\/uploads\/2018\/03\/Hojas-papel.jpg&#8221; align=&#8221;center&#8221; force_fullwidth=&#8221;on&#8221; _builder_version=&#8221;3.19.9&#8243; animation_style=&#8221;zoom&#8221; animation_intensity_zoom=&#8221;2%&#8221;]&nbsp;<br \/>\n[\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;3.0.47&#8243; parallax=&#8221;off&#8221; parallax_method=&#8221;on&#8221;][et_pb_text _builder_version=&#8221;3.19.6&#8243; custom_padding=&#8221;0px|20px|0px|0px&#8221; custom_padding_tablet=&#8221;|0px||&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221;]<\/p>\n<h3>Extracte integrat d&#8217;assegurances<\/h3>\n<p><span style=\"font-size: 16px;\">La nostra dilatada experi\u00e8ncia en l&#8217;\u00e0mbit de la generaci\u00f3 de comunicats a clients, descrita a l&#8217;apartat de &#8220;Solucions&#8221; , s&#8217;ha est\u00e8s al servei de l&#8217;\u00e0rea d&#8217;Assegurances de les Entitats Financeres, donant lloc a la creaci\u00f3 de l&#8217;Extracte Integrat d&#8217;Assegurances.<\/span><\/p>\n<p><span style=\"font-size: 16px;\">Aquest document, disponible tant en versi\u00f3 paper com en versi\u00f3 electr\u00f2nica, aporta al client una visi\u00f3 conjunta i de f\u00e0cil comprensi\u00f3 del conjunt de contractes amb l&#8217;entitat asseguradora<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[et_pb_section bb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; custom_padding_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;3.0.105&#8243; background_image=&#8221;https:\/\/www.betterconsultants.es\/ca\/wp-content\/uploads\/2018\/03\/Seguros-en-Banca.jpg&#8221; next_background_color=&#8221;#00000&#8230;<\/p>\n","protected":false},"author":1,"featured_media":5443,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<p>El \u00e1rea de negocio de Seguros, Reaseguros y Planes y Fondos de Pensiones ha jugado siempre un papel de m\u00e1xima relevancia en el sector financiero. En los \u00faltimos a\u00f1os se ha observado, adem\u00e1s, un cambio de tendencia fruto del contexto econ\u00f3mico. Hoy en dia el sector financiero apuesta de forma decidida por la externalizaci\u00f3n del negocio de Seguros a compa\u00f1\u00edas especializadas, en contraste con la tendencia de integraci\u00f3n de hace unos a\u00f1os.<\/p><p>Better Consultants ha participado activamente en este proceso de transformaci\u00f3n, en particular en los siguientes \u00e1mbitos:<\/p><p>\u00a0<\/p><p><strong>Conexi\u00f3n entre entidades<\/strong><\/p><p>En el proceso de contrataci\u00f3n y gesti\u00f3n de seguros intervienen distintos actores. Nuestro modelo de intercambio de informaci\u00f3n garantiza el correcto funcionamiento de los aspectos operativos y contables relacionados con la comunicaci\u00f3n de informaci\u00f3n entre dichos actores, tales como:<\/p><ul><li>El intercambio diario de ficheros entre la Entidad Financiera y las distintas Corredur\u00edas de Seguros con las que trabaja.<\/li><li>La comunicaci\u00f3n a las Compa\u00f1\u00edas Aseguradoras de la informaci\u00f3n correspondiente a los productos de las mismas que han sido comercializados por la Entidad Financiera.<\/li><li>Aspectos contables relacionados con el apartado anterior, tales como la separaci\u00f3n contable entre las compa\u00f1\u00edas Gestora y Depositaria de un Seguro.<\/li><\/ul><p><strong>Incentivaci\u00f3n de la actividad comercial<\/strong><\/p><p>La efectividad de las acciones comerciales depende en gran medida de las herramientas, instrumentos de control y la proactividad de la red en las campa\u00f1as de captaci\u00f3n de clientes. Nuestra Firma ha dise\u00f1ado e implantado soluciones en varios \u00e1mbitos:<\/p><ul><li>Sistemas de control, seguimiento y remuneraci\u00f3n variable de los empleados vinculados a la comercializaci\u00f3n de productos de Seguros.<\/li><li>Cat\u00e1logo inteligente de productos, que orienta la oferta en funci\u00f3n de las caracter\u00edsticas de mercado de cada una de las oficinas. Adem\u00e1s, se satisfacen los convenios espec\u00edficos que una misma entidad pueda tener con distintas compa\u00f1\u00edas aseguradoras en funci\u00f3n del \u00e1mbito territorial.<\/li><\/ul><p>\u00a0<\/p><p><strong>Planes de pensiones<\/strong><\/p><p>Better Consultants ha desarrollado soluciones espec\u00edficas para el tratamiento de la movilizaci\u00f3n de planes de pensiones entre entidades . Asimismo, hemos implantado soluciones personalizadas de producto locales como son las EPSV (Entidades de Previsi\u00f3n Social Voluntaria) del Pa\u00eds Vasco<\/p><p>\u00a0<\/p><p><strong>Extracto integrado de seguros<\/strong><\/p><p>Nuestra dilatada experiencia en el \u00e1mbito de la generaci\u00f3n de comunicados a clientes, descrita en el apartado de <a href=\"https:\/\/www.betterconsultants.es\/experiencias.php?pag=9\">Soluciones Sectoriales<\/a>, se ha extendido al servicio del \u00e1rea de Seguros de las Entidades Financieras, dando lugar a la creaci\u00f3n del Extracto Integrado de Seguros.<\/p>","_et_gb_content_width":"","footnotes":""},"class_list":["post-663","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.betterconsultants.es\/ca\/wp-json\/wp\/v2\/pages\/663","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.betterconsultants.es\/ca\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.betterconsultants.es\/ca\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.betterconsultants.es\/ca\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.betterconsultants.es\/ca\/wp-json\/wp\/v2\/comments?post=663"}],"version-history":[{"count":108,"href":"https:\/\/www.betterconsultants.es\/ca\/wp-json\/wp\/v2\/pages\/663\/revisions"}],"predecessor-version":[{"id":16795,"href":"https:\/\/www.betterconsultants.es\/ca\/wp-json\/wp\/v2\/pages\/663\/revisions\/16795"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.betterconsultants.es\/ca\/wp-json\/wp\/v2\/media\/5443"}],"wp:attachment":[{"href":"https:\/\/www.betterconsultants.es\/ca\/wp-json\/wp\/v2\/media?parent=663"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}