From Old School to New School: Top 5 Considerations for Insurance Carriers Looking to Modernize their Document Automation Processes

1. The time is now – Carriers can no longer sit idle when it comes to providing policyholders access to all their policy, claims, and billing information. Not only does this information have to be readily available, policyholders also want to have the freedom of choice with respect to how they view their documents (paper vs. online) and a consistent experience whether they are looking at a piece of paper they received in the mail, on a laptop, or mobile device.

2. Own your platform – Carriers want a platform that can be owned by business users while still having the flexibility to provide IT with the tools necessary to make more complex changes and/or rule configurations. The vendor should serve as a trusted advisor – one who can step in to help as needed.

3. Customer expectations are changing – Millennials represent the next generation of customers for carriers. With an entire generation entering the workforce born in a society that we already “online” and “Wi-Fi” connected, it is natural to expect their influence to impact our industry. The new generation wants things personalized, wants them fast, and expects the technology to support their way of doing business.

4. Innovation is rapid – Let’s face it, innovation is happening at breakneck speed and many carriers are rushing to be the first ones in to insure these new market opportunities. Due to the exploratory nature of these lines and high cost to implement in their core policy systems, many are still using manual processes to assemble these policies. This approach isn’t scalable and is often very time-consuming. In order to keep up with today’s 24/7 world, consider automating the policy generation piece with a document automation solution similar to Xpertdoc.

5. Bigger is not always better – Carriers are increasingly concerned about having a voice with their vendor, working with a vendor that can rapidly adapt to changes in business direction, and innovate at a rate that the larger players just cannot keep up with. The most important thing that carriers need to look at is trust, track record, and the people behind the solution.

As you start looking at your document automation needs, consider the words of late Apple Co-Founder, Steve Jobs: “Innovation distinguishes between a leader and a follower.”

For more insights on document automation and customer communications management, follow us on Twitter: @xpertdoc, @RobGuarino_XT

COVID-19 update

The spread of COVID-19 continues to evolve and in this context, we wish to inform you that Xpertdoc is closely monitoring the situation and would like to inform you of the measures taken by our team to support its employees, customers and partners.

We do not foresee any impact on the delivery of our services and want to assure our customers that we are executing our continuity plans in order to ensure that our customers continue to receive our services without jeopardizing the safety and security of our personnel.

In accordance with the recommendations of government authorities, here are some of the measures being taken by Xpertdoc:

Remote work for all employees
Arrangements have already been made and we have requested that all our employees work from home. Our continuity plan includes a full deployment of remote work arrangements to ensure uninterrupted service to our clients and partners.

Hosting and cloud services
We have been assured by our suppliers that there are no known impacts to these services, and we are confident that we are able to effectively manage the delivery of our cloud services to all our customers.

We have cancelled all business travel until further notice for all our employees. If employees have or will travel for personnel reasons, they will be asked to respect the quarantine delay before participating in any business activities.

Events and gatherings
All our events have been postponed or cancelled. Our employees are no longer allowed to participate in any events, seminars or gatherings.

We are committed to providing the best possible service to our customers and partners, to ensure that you can continue digital communications with your own audience. In these critical moments if we can help please do not hesitate to contact us.


The Xpertdoc Team

Mise à jour sur la COVID-19

La propagation de la COVID-19 continue d’évoluer et, dans ce contexte, nous souhaitons vous informer que Xpertdoc suit de près la situation et que notre équipe a pris des mesures pour soutenir ses employé(e)s, clients et partenaires.

Nous ne prévoyons aucun impact sur la prestation de nos services et voulons assurer nos clients que nous mettons en œuvre notre plan de continuité des affaires, afin de garantir que vous continuiez à recevoir nos services, sans compromettre la santé et la sécurité de notre personnel.

Conformément aux recommandations des autorités gouvernementales du Québec, voici quelques-unes des mesures prises par Xpertdoc :

Travail à distance pour tou(te)s les employé(e)s
Nous avons demandé à tou(te)s nos employé(e)s de travailler à domicile. Notre plan de continuité des affaires comprend des arrangements de travail à distance pour assurer un service ininterrompu à nos clients et partenaires.

Hébergement et services infonuagiques
Nos fournisseurs nous ont assuré qu’il n’y avait pas d’impacts connus sur les services d’hébergement et infonuagiques. Ainsi, nous sommes convaincus d’être en mesure de gérer efficacement la livraison de nos services infonuagiques à tous nos clients.

Nous avons annulé tous nos voyages professionnels jusqu’à nouvel ordre, pour tou(te)s les employé(e)s. Si des employé(e)s ont voyagé ou doivent voyager pour des raisons personnelles, il(elle)s seront placé(e)s en quarantaine pour une durée de 14 jours, avant leur retour au travail.

Événements et rassemblements
Tous nos événements ont été reportés ou annulés. Nos employé(e)s ne sont plus autorisé(e)s à participer à des événements, séminaires ou rassemblements.

Nous nous engageons à fournir le meilleur service possible à nos clients et partenaires, afin de garantir que vous puissiez continuer vos opérations sans interruption. Dans ces moments critiques, nous sommes là pour vous aider. N’hésitez pas à communiquer avec nous si nécessaire.


L’équipe Xpertdoc