The Power of Better.
The Power of Faster.
The Power of X

We are Xpertdoc.

X-pertise, X-cellence,

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.

Our History

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

Our Customers

We are proud to serve over 200 customers and 50,000 users worldwide in insurance, finance, government, manufacturing and retail among other industries.





Merchants Insurance_logo_200x200





TD insurance_logo_200x200

The Hanover_logo_200x200

CUNA Mutual_logo_200x200

Mutual Enumclaw_logo_200x200

Aon Hewitt_logo_200x200


Medical Protective_logo_200x200


Medical Mutual_logo_200x200


Craigs IP_logo_200x200




Gallagher Bassett_logo_200x200







Leadership Team


Francis Dion

Founder and Chief Executive Officer

Francis Dion is the Chief Executive Officer of Xpertdoc Technologies Inc. With his entrepreneurial drive and passion for client services, Francis has over 20 years of experience in software development, managing IT services, as well as consulting and training services.


It is with Francis’ guidance that Xpertdoc is now directly involved in multiple implementations of document management and customer communication projects for over 200 organizations worldwide. Prior to Xpertdoc, Francis has worked with major companies such as PSP Investment, Aon Consulting, E-Com and SPIN Montreal.

Francis received his bachelor of science from Université du Québec à Montréal, and completed the Executive Development Program from MIT Sloan.



David Squibb

Chief Sales & Marketing Officer

David Squibb is the chief sales and marketing officer of Xpertdoc Technologies Inc. He has extensive experience in sales, marketing, account management and P&L operations, which have helped him lead a highly successful $38M software and professional service business.


At Xpertdoc, David leads a team of top sales and marketing professionals, where they leverage a wealth of client data to efficiently communicate with customers and drive loyalty and profits.

Previous to Xpertdoc, David was the chief sales officer for Valen Analytics, senior VP of sales and marketing at OneShield, and VP of insurance sales and marketing at CGI, a leading IT and business process services provider.

David received his bachelor of science in business administration in management information systems, math, and marketing from the University of Massachusetts at Lowell. He is also the director of disaster and humanitarian relief at FHCC World Relief, where he has been involved with 42 humanitarian volunteer teams in nine countries to provide basic human needs including education and medical services.



Michael Watts

Chief Operating Officer

Michael Watts has a technical background, and he remembers core memory, punch cards, paper tape computers and machine code. When he began in digital technologies, both hardware and software, he was amazed how stimulating, technically innovative and dynamic the whole industry could be. “For the last 30 years there has hardly been a dull moment”.


Prior to Xpertdoc, Michael worked as COO with GMC Software. He has also held senior management and technical positions at XDS, Honeywell Information Systems, Data General, Memorex-Telex, and Hitachi Data Systems.

He co-founded Sigma Computer Systems, a systems integration company in the mid-range market. He developed a secure integrated solution which included more than 30 security features and exceeded government and bank security tests and standards.



Louis-Philippe Perras

Chief Technology Officer

Louis-Philippe is the Chief Technology Officer at Xpertdoc. With over 15 years of experience in the industry, he oversees all tech aspects at Xpertdoc and is focused on creating innovative technology for the company’s partners. Louis-Philippe has developed and designed Xpertdoc’s user-friendly applications and solutions for various customers, including market-leading insurance carriers around the world.


He built Xpertdoc’s solution from the ground up, as well as a new program and application to improve the product and customer experience. He holds a Diploma of College Studies in Computer Science from Lionel-Groulx College.



Julie Morissette

Director of Finance

Julie Morissette is the Finance Director at Xpertdoc, where she is responsible for the financial and operational management of the company.   With over 13 years of experience in the information technology and software industry, Julie has managed finance and operations for international technology companies in Montreal.  Julie earned her Bachelor of Business Administration with a specialization in Accounting from Montreal’s HEC University in 2002.


Jonathan Gagné

Service Delivery Director

Jonathan Gagne is the Service Delivery Director at Xpertdoc, where he manages all client on-boarding and project management processes to ensure client success. Jonathan is actively involved in customer delivery projects, which include business/functional analysis, project management, integration modules, template design, installation/upgrade of products, training, QA, documentation, and more.


His career started at Xpertdoc in 2006, first as a Programmer and then as a Business Analyst before being promoted to his current position. He holds a degree in computer science from Collège Lionel-Groulx.



Pamela Velentzas

Marketing Manager

Pamela recently joined Xpertdoc as the Marketing Manager.   She is responsible for the marketing and communication efforts of the company.  In addition, she directs media relations, branding, digital marketing, advertising and website development.  She manages and oversees sponsorships, events, marketing training and more.


She has more than 10 years of experience in the technology industry.  Prior to joining the company, she was a Marketing Manager at Imation – a global data storage and IT security company.  

Pamela obtained a Bachelor’s of Commerce degree with a major in Marketing from Montreal’s John Molson School of Business (Concordia University) in 2004.



Eric Batangan

Channel Manager

As Xpertdoc’s Channel Manager, Eric is responsible for defining and executing the global channel strategy with a focus to partner and grow with organizations in the Microsoft Dynamics ecosystem.  He is also focused on developing client relationships and long term growth strategies for the company.


With over 10 years of experience in the technology start-up space, Eric brings a wealth of sales, marketing and business development knowledge to Xpertdoc.  

Eric graduated from the John Molson School of Business (Concordia University) in 2006 with a Bachelor of Business in Marketing.


Harness the Power of X. Become an Xpertdoc Partner.

Are you looking to grow your business and drive revenue?  At Xpertdoc, we are always looking to partner with top-tier sales and support organizations that share our commitment to continuous innovation and customer success.

Learn more about becoming an Xpertdoc Partner today.


Xpertdoc is proud to be part of prestigious associations active in the insurance and technology industries.



If you thrive in an environment that is innovative and collaborative and values every individual equally, then we encourage you to explore career opportunities at Xpertdoc.

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