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