How Mutuelle Intégrance transformed its grant process with Optimy
Mutuelle Intégrance
Mutuelle Intégrance has been supporting vulnerable individuals, people with disabilities or dependencies, and their families for over 40 years. Committed to enhancing their autonomy and defending their rights, it offers innovative products and services in health insurance, assistance, foresight, and savings. Its mission also involves co-creating a fairer society alongside Social and Solidarity Economy stakeholders, ensuring that solutions benefit everyone throughout their lives — including through a structured grant programme for member support requests.
country: France | standard: ISO 9001 Certified
Heavy admin burden for beneficiaries and staff alike
Before going digital, support requests involved heavy administrative formalities that were particularly burdensome for people with disabilities. ISO 9001 quality standards demanded faster processing, and the organisation had committed to going paperless — but an initial attempt to build an in-house solution proved too time-consuming for the IT team.
- Complex paper-based procedures creating barriers for members with disabilities
- ISO 9001 compliance requiring accelerated, simplified processing
- Failed in-house development — too resource-intensive for the IT team
- No centralised system to manage, sort, or track member support requests
A GDPR-compliant, user-friendly platform chosen via tender
After issuing a call for tenders, Mutuelle Intégrance selected Optimy for its user-friendliness, speed, intuitive design, GDPR compliance, and multilingual customer support. Individual support requests are now centralised and presented monthly to a volunteer social aid committee from the board of directors.
- Centralised request management: All member support requests submitted, tracked, and reviewed in one platform — accessible to social workers and committee members.
- Assisted submission for vulnerable members: A password system allows social workers to submit requests on behalf of members who cannot do so independently.
- Custom statuses & document templates: Tailored tracking tools automate request summaries and improve sorting, grouping, and committee preparation.
- Resilient back-office archive: All files, emails, and summaries stored centrally — ensuring continuity during absences, staff transitions, or retirements.
Significant time savings and improved inclusion for members
The transition to Optimy delivered measurable improvements across the entire grant cycle — from submission to committee review. The team responsible for managing support requests now operates with greater efficiency, better collaboration, and a robust back-office that supports continuity.
40+
Years of mission (Supporting people with disabilities and dependencies)
Monthly
Committee reviews (Centralised requests presented to volunteer board committee)
GDPR
Compliant (Full data protection and quality standards maintained)
Zero
Paper (Full paperless transition achieved across all member requests)
The choice of Optimy was a turning point for Mutuelle Intégrance. Its simplicity, speed, and intuitive design significantly improved our processes related to support requests, ensuring timely assistance to our members.
Responsable de l'Action Sociale — Mutuelle Intégrance
A fully paperless, GDPR-compliant system that makes it easier for vulnerable members to access support — while saving significant time for the team managing their requests.
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