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Analysts

Analysts are increasingly recognizing Xpertdoc as a document output solution that works for insurance and other enterprise-sized organizations striving to improve efficiency, reduce cycle time and empower business users to more effectively communicate with their customers.

Celent

Celent defines “document automation” as, at a minimum, a system that allows the automatic generation of a document or documents from a managed template with both variable data and business rules. The analyst reports on the Xpertdoc Solution deep integration with the Microsoft Stack (Office, SharePoint, CRM) and the interactivity of the solution empowering business users while supporting best practices for enterprise infrastructure solutions. Celent Profile of Xpertdoc,2011

Novarica

Novarica defines document creation solutions as those that are primarily concerned with the composition and creation of documents, including policies, forms, customer and claims correspondence, and account statements. The analyst reports that the Xpertdoc solution includes all functionality surveyed by Novarica. Key strengths include fast deployment and adoption, low training requirements, and business user / lines of business empowerment.

US Insurance Document Creation Solutions 2011 (Q1)

Forrester Research

Forrester Research will publish a “Wave” on Document Output for Client Communication Management (DOCCM) in July 2011. The report will include a profile of the Xpertdoc solution and its integration with Microsoft SharePoint.