Life Insurance

Industries

The life insurance industry is heavily influenced by changing consumer behaviours and shifting trends across all business functions. To thrive in this environment, insurers are pioneering new products and leveraging innovative technologies that meet operational requirements and satisfy the vast array of consumer preferences.

Xpertdoc enables life insurers to rapidly generate personalized and compliant documents across multiple jurisdictions, at every step of the insurance product’s life cycle – marketing materials, quotes, policies, invoices, letters, claims correspondence and more – and distribute them to prospects and customers through the channel of their choice.

Xpertdoc’s technology facilitates the creation of even complex insurance documents, enabling users to build in sophisticated business rules. Streamlining updates – branding, messaging, jurisdiction-specific regulations, legal, financial – is rapidly achieved with the solution, making it easier and faster to do business, and eliminating the risks associated with ensuring compliance.

Press release

Documents

Industry analysts

XCelent Award for Functionality 2014
Analyst Report
June 26, 2014
The Insurance Customer Experience - The Vital Role of Customer Communications and Document Management
White Paper
April 23, 2014

Video

HealthPartners about Xpertdoc
Testimonial
March 27, 2014
Pierre Sergerie about Xpertdoc
Testimonial
April 1, 2014

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