X-perience. The Power of X.
A Microsoft Gold Partner, Xpertdoc was founded in 2000 with a mission to help companies more effectively communicate and engage with their customers.
Our industry-leading document generation and Customer Communications Management (CCM) Platform allows you to improve customer loyalty and drive growth by streamlining web and mobile self-service intake as well as document creation, delivery and management.
Providing you the technology and support to help you stay on the cutting edge of powerful communications across the entire customer journey is our job. Growing your business is yours. Harness the Power of X.
Xpertdoc. Better documents. Faster.
The Creation Phase
In 2000 CEO Francis Dion founded Process Academy Inc. – a company specializing in workflow automation enabling organization to improve efficiency in document creation.
The Evolution Phase
The company, being the first to unlock the power of XML behind the newly released Microsoft .docx file format, launches Xpertdoc Studio – a tool that automates document production in Word and renames the company to Xpertdoc Technologies in 2007. Xpertdoc is recognized as a Microsoft Gold Partner.
The Innovation Phase
Xpertdoc starts expanding their international footprint and launches Word-as-a-Service – an online document automation tool that converts Word files to email and PDF format. In 2012, Xpertdoc releases a cloud-based solution that enables health insurers to meet the new stringent Summary of Benefits and Coverage (SBC) requirements.
The Momentum Phase
Xpertdoc releases the CCM platform in HTML5 for mobile device compatibility and the solution is certified for Microsoft Dynamics. Additionally, the product suite is built out securing the solution as a complete end-to-end CCM platform.
Forming partnerships with the Insurance Services Office (ISO) and the American Association of Insurance Services (AAIS), Xpertdoc further establishes itself as a leader in the insurtech space and is recognized with the SMA Innovation in Action Award for their patent-pending forms and template migration technology as well as Celent’s Xcelent (?) Award for technology (Not sure if this is appropriate way to say it).
The Growth Phase
The executive leadership team grows with the addition of 3 C-level industry executives and the CCM platform expands with the release of ECM and Smart Form technology. The company is ISO/IEC 270001:2013 certified and receives a US patent for their unique migration technology.
Canadian Business and PROFIT 500 ranks Xpertdoc as one of Canada’s Fastest-Growing Companies. The company moves into their newly constructed Global Headquarters in Quebec and is approved under the Government of Canada Software Licensing Supply Arrangement (SLSA).
The Next Phase
The best parts of the story are still being written…
Our Notable Accolades
We are proud to serve over 300+ customers and 50,000 users worldwide in insurance, finance, government, manufacturing and retail among other industries.
Xpertdoc is proud to be part of prestigious associations active in the insurance and technology industries.