Customer Communications
Management
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.
Improve Customer Loyalty & Growth
Design Personalized & Engaging Communications
Accelerate Your Customer Communication Process
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
Bring New Products to
Market Faster
Improve Customer Experience
Drive Loyalty & Business Growth
Maintain Brand Consistency
What Our Customers Have to Say
Insurers are looking to improve their efficiency in managing ISO form content. Xpertdoc’s ISO content management capabilities provide insurers the tools to assess the impact of ISO form changes, memorialize the changes, and adopt modifications in an expedited manner.
Karen Furtado
Partner,
Strategy Meets Action
I spoke to anyone who would listen about how life-changing Xpertdoc is for us, and how we’re going to be able to get so much done this year because we will no longer have to spend hours and hours generating files. So, thank you!
Cait Merrigan
Supervisor, Underwriting Systems Analysis,
Coverys
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
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
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,
GroupHEALTH Benefit Solutions
We chose Xpertdoc because they provided an opportunity to complete the ever-critical ISO form changes without needing to overhaul our current core systems. With a significantly streamlined document generation process that facilitates business analyst ownership, Merchants can now focus on what’s most important – our customers.
Tom Tempeny
Director of IT Business Services,
Merchants Insurance Group
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 will be automated from generation to delivery without significant manual intervention.
Ken Phelps
President and CEO,
Camargo Pharmaceutical Services
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