Take Your Customer Communications to New Heights with Xpertdoc

Create Better Documents. Faster.

Tailoring the Customer Experience: Tips for Creating a Personalized Customer Journey

Health plans do realize the importance of offering a personalized customer journey but many of them don't know where to start. Here are a few pointers.

Getting smart with Smart Forms: Digitizing the enrollment/on-boarding process

This webinar demonstrates how GroupHEALTH exchanged its manual enrollment process for a web-based version that lowered costs, radically improved customer experience, and encouraged upsell for higher-end products.

Webinar: 5 Customer Engagement Must-Haves to Beat the Competition

Join Xpertdoc and Xplor International on February 22 at 1pm EST to learn more!

Join Xpertdoc in Booth #19 at Xploration 17 in Orlando!

Attend our speaking session on Tuesday, 03/28 @ 3:30pm EST as our CSMO, Dave Squibb discusses how personalized communications can improve client loyalty and fuel business growth.

Customer Communications Management Done Right

We understand the importance of powerful customer communications and the critical role it plays in driving customer retention and growth. That is why Xpertdoc specializes in Customer Communications Management (CCM) software, technology, training and services.

Xpertdoc’s award-winning Customer Communications Management (CCM) platform enables organizations to create, manage and deliver highly personalized, Omni Channel communications across the entire customer lifecycle.

Solutions that meet your customer communication needs. Big or Small.

At Xpertdoc, we believe that our goal is to help companies, like yours, solve their customer communication challenges and improve their customer engagement – one interaction at a time.

Customer Communications Management Benefits

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Bring New Products to Market Faster

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Improve Customer Experience

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Drive Loyalty and Business Growth

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Maintain Brand Consistency

What Our Customers Have to Say

  • health-partners

    The value of Xpertdoc, integrated with Microsoft Dynamics, has made us more efficient. We have gained the ability to focus more on our clients’ needs rather than worrying about the details of the documents themselves.

    – Freda Myhrwold, Manager of Sales Process,HealthPartners

  • pma-companies

    Xpertdoc’s advanced technology and proven methodology will allow us to meet our aggressive project timelines and bring advanced functionality that we were previously unable to utilize with our legacy solution. We are excited to partner with Xpertdoc.

    – Susan Hendricks, VP Information Systems, PMA Companies

  • group-health-benefit-solutions

    We selected Xpertdoc because they were the only company that provided an automated option that fit the requirements…allowing us to improve the client experience, while also offering a way to increase sales and reduce costs.

    – Matt Houghton, CEO of GroupHEALTH

  • merchants-insurance-group

    We chose Xpertdoc because they provided an opportunity to complete the ever-critical ISO form changes without needing to overhaul our current core systems. Our document generation process will be significantly streamlined and will allow a business analyst to facilitate ownership over the process instead of relying on IT development resources or third party vendors. This in turn will allow Merchants to focus on what’s most important – our customers.

    – Tom Tempeny, Director of IT Business Services, Merchants Insurance Group

  • index

    Without centralized template control and a modern CCM platform, we had document workflow challenges. Working with Xpertdoc means all of our messaging and branding will be consistent across each unique proposal, and the whole process is automated from generation to delivery without significant manual intervention.

    – Ken Phelps President and CEO, Camargo Pharmaceuticals

  • relia-fund

    Like many other payment processing providers, ReliaFund is challenged with achieving and maintaining world-class quality, compliant and secure document processing. We were onboard with Xpertdoc within two weeks of learning about the company.

    – Ross Fillingsness, Vice President of IT, ReliaFund

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