Document Automation Solutions for Insurance

Create, manage and deliver personalized and engaging forms and documents that enrich your customers’ experience.

Document Automation for Industries - Insurance

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:

Xpertdoc Template Builder - Embedded Content

Facilitating the creation of appealing and personalized templates.

Xpertdoc for SugarCRM - Document Storage

Streamlining document and content management in a centralized system.

Xpertdoc Smart Flows - Conditional Flows

Automating consistent document flows in any area within the insurance lifecycle.

Xpertdoc Content Manager - Field Mapping

Offering both traditional and modern delivery channel.

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.

Our Insurance Customers' Implementations

How Beazley’s Smart Digital Documents Are Revolutionizing Insurance Communications

SSQ Insurance Streamlines Document Processes from Microsoft Dynamics 365

Coverys Chooses Xpertdoc
to Replace Aging Document

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.