Insurance Document Output Solution

The insurance industry is faced with unique challenges when it comes to document output management (DOM), including:

• Controlling IT costs
• Empowering business users
• Meeting governance/regulatory/compliance requirements
• Fostering business agility
• Reducing time-to-market
• Offering self-service options to clients

The need to design, author, generate, distribute and archive business critical client facing documents is central to this industry’s day-to-day operations. The Xpertdoc Insurance Document Output Solution offers a modern and comprehensive answer to all these requirements.


The Xpertdoc Insurance Document Output Solution offers a modern and comprehensive answer to the enterprise document output requirements of the insurance industry.



Design, Manage and Review

Company-wide requirements for template design and document preparation before user or system generated deployment/production.

• Microsoft Word + Xpertdoc Designer is a powerful platform for designing complex, rules-based, enterprise-system connected templates.
• The Xpertdoc Content Auditor lets the user track and manage changes to collections of related, similar yet different documents, including shared and standardized paragraphs and document fragments. Designed with new insurance product development in mind, it is ideally suited for handling jurisdiction-specific regulatory variations for insurance policy contracts.
• Xpertdoc Migration Platform quickly and efficiently converts legacy mail merge documents to modern and robust Xpertdoc Designer templates. The traditionally prohibitive financial and resource costs associated with document migration from one format (ie WordPerfect) to another (ie: MS Word) are significantly reduced with the efficiency this tool brings to the insurance environment.

Interactive and On Demand

Business Users requiring the flexibility to produce custom documents on an ad-hoc basis, accessing enterprise systems from their desktop.

• The Xpertdoc Interactive Engine is the state-of-the-art, standards-based document output technology that powers our entire set of tools for one-off, ad hoc and on demand document production.
• Xpertdoc Easy Documents enables end-users to quickly create letters and assemble documents using an interactive questions-and-answers interface.
• Xpertdoc Online is a web portal that automates the creation of business documents. Ideal for field agents and client self-service solutions. Can be completely custom branded and is available as a perpetual, on-premise licence or rented as a hosted service.
• Xpertdoc Connectors bring enterprise-strength Word-based output right into your enterprise systems, including Microsoft SharePoint and other document management platforms.
• Xpertdoc Converter takes any Microsoft Word file and converts it rapidly and efficiently to alternative formats like PDF, XPS and HTML with industry-leading fidelity to the original document.
• Xpertdoc Fulfillment & Emailer supports sending documents embedded in the body of an email or as email attachments, printing and faxing.
• Xpertdoc Insurance Claims Processing Solution is a modern, powerful yet entirely configurable software for processing insurance claims quickly and efficiently.
• Xpertdoc Emailer Solution allows users to design Microsoft Word targeted emails encoded for easy tracking of “sent-read” statistics. Especially suited for the transmission of transactional documents (invoices, orders, etc.), it is also empowers business users to launch and quickly adapt email marketing campaigns without having to rely on outside graphic designers and programmers for the integration.

Unattended and Batch

Enterprise-wide requirements for scheduled and spontaneous document production runs that are system-generated without user intervention.

• The Xpertdoc Unattended Engine is the back-end system equivalent to our Interactive Engine. Geared towards the most demanding batch output requirements, it provides industrial-strength production capabilities and performance required of unattended systems - thanks to a robust and scalable architecture.
• Xpertdoc Converter takes even the largest runs of Microsoft Word files and converts them rapidly and efficiently to alternative formats like PDF, XPS and HTML with speed and confidence.
• Xpertdoc Fulfillment & Emailer supports sending documents embedded in the body of an email or as email attachments, printing and faxing.

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