Document Automation Solutions for Insurance
Create, manage and deliver personalized and engaging forms and documents that enrich your customers’ experience.
Generate Personalized Documents at Every Step of the Insurance Lifecycle
Highly flexible and designed to meet your unique business needs, Xpertdoc’s document generation and document automation solutions bring unprecedented efficiencies and improved customer experience by:
Comply with Complex Regulatory Requirements
Our solutions provide configurable business rules to support jurisdiction-specific variations, language, regulatory changes, and legal and financial requirements, giving you the piece-of-mind that your forms and documents are meeting industry regulations. Plus, we offer ISO and AAIS update support, so you can rest assured that you will have the assistance you need, when you need it.
Digitize Your On-boarding and Enrollment Processes
Eliminate manual and error-prone paper-based processes with Xpertdoc’s intuitive, web-based Smart Forms. By providing a digital and fully automated alternative, your customers can easily enter and submit their information electronically.
Leverage Customer Data Right Out of Your Core Systems
Xpertdoc lets you access the wealth of customer information found in your enterprise core systems – policy administration, contracts, claims, billing, ERP, CRM, and ECM – making the creation of highly personalized, relevant insurance forms and documents easier than ever before.
Convert Your Legacy Forms and Documents in Record Time
Have thousands of forms? No problem. Xpertdoc’s patented migration technology automatically converts Mosaic, Calligo/IStream, JetForm, Eloquence, xPression, and Microsoft Word forms and templates – content, format and business rules – allowing you to achieve digital transformation through system modernization and realize actual benefits, in record time.
Ready to Leverage the Power of Xpertdoc's Document Automation Solutions?
Contact us today to schedule a demo tailored to your specific document needs and business objectives.