The challenge
Managing services arranged with insurance mutuals was done by hand: a different Excel per insurer, dispatching by phone, artisanal invoicing and zero visibility into which accounts were profitable.
The solution
We built a custom ERP that centralizes the whole cycle: importing each mutual's Excel files with smart column mapping, recurring services, automatic email dispatch sending each driver their daily list, and delivery notes generated in the exact official format each insurer demands. Monthly self-billing invoices for over a hundred drivers are issued as PDFs with automatic legal numbering.
The outcome
Operations and invoicing in one place: what used to be days of admin work every month is now automatic, auditable processes, with per-account profitability analysis that lets the cooperative know, for the first time, which contracts pay off.