Insurance CCM Solutions

Enriching Your Member and Policyholder Experience with Engaging Communications

Insurance Solutions

Property & Casualty Insurance
Health Insurance
Life Insurance

Rapidly Generate Personalized and Compliant Communications at Every Step of the Insurance Lifecycle

Claims Processing

Enables a better claims experience with personalized communication to facilitate accurate and timely claims resolution

Billing & Collections

Provides full customer visibility for accurate invoicing and lower call center volume resulting in improved customer satisfaction

Policy Issuance

Easily incorporate variable policy language and forms while providing online, real-time customer access to policy details, transaction and beneficiary information through core systems

Sales & Marketing

Ensures consistent messaging and brand compliance across the organization while seizing the one opportunity to make a first impression

Bringing Forms Management to the Forefront

Let’s face it, insurance is a business driven by hundreds of forms with lots of variable information. Carriers are faced with an increasingly complex and ever-changing regulatory environment and managing these forms can be difficult.

When combining the power of the Xpertdoc CCM platform and Forms Lifecycle Workbench with our Smart Form technology and our pre-packaged insurance form content from ISO and AAIS, carriers and MGAs can streamline their forms management processes to achieve unprecedented efficiencies while minimizing risks of non-compliance.

Leveraging Customer Data Right Out of Your Core Systems

The Xpertdoc CCM platform lets you easily access the wealth of customer information found in your enterprise cores systems; policies, contracts, billing, claims, ERP, CRM. This direct access makes creating data‐driven, highly personalized communications easier than ever before.