Coverys Chooses Xpertdoc to Replace Aging Document System

Project Profile

Xpertdoc - Document Automation

Xpertdoc’s patented migration technology automatically converts Mosaic, Calligo/IStream, JetForm, Eloquence, xPression, and Microsoft Word forms and documents, extracting content, format and business rules in record time.

About Coverys

Coverys is a leading provider of medical professional liability insurance and services for healthcare providers across the United States. The company offers innovative solutions, advanced analytics, education, and resources to help their policyholders reduce risk and improve outcomes.

The Challenges

The document composition software Coverys used to create and maintain their library of policy documents was nearing end-of-life. Support for the product was already winding down. The software vendor would no longer supply new updates, fixes, security alerts, regulatory updates, or critical patches. The insurer had to find a replacement and manage an orderly transition to a modern document system – without disrupting operations or embarking on a lengthy, labor-intensive project.

Internally developed systems faced the same challenges. At some point it became too expensive for Coverys to continue modifying and patching their home-built legacy software.

They started searching for software vendors that could enhance the functionality upon which their key business workflows were based. In the document management space, Xpertdoc is one of those companies prepared to help customers make the transition.

The Solution

Project Requirements

Coverys declared two mandatory requirements for the new software. The system had to replicate over 300 existing policy document templates accurately. Xpertdoc’s migration technology provided Coverys with the ability to convert the original code automatically. While no migration tool can handle every possible circumstance, Xpertdoc continually refines their US patented and award-winning tool, and fine tunes it for each customer’s environment. Xpertdoc’s process also preserved the original code for reference. This feature provided Coverys an opportunity to research and reference the state of policy documents before the Xpertdoc conversion. In addition, the new system came with a workflow tool, which fixed this difficult procedure – Xpertdoc built a preview portal to streamline the migration.

The system also had to broaden printer support. The legacy software could only print to one brand of printers, which was not the corporate standard. Xpertdoc’s modern solution is highly flexible and can be easily configured to print to any required printer.

Xpertdoc covered both of their customer’s must-have requirements – and more.

Exceeding Expectations

The insurer sought a modern and flexible solution they could manage with business users instead of IT professionals. Their legacy software featured a Word-like interface, but did not support all the functions and required specialized knowledge. Leveraging the power of Microsoft Word, a familiar user environment, Xpertdoc enables the Coverys team to use all of Word’s sophisticated capabilities – including embedded tables, which were featured in many of Coverys’ document templates.

With Xpertdoc, we got benefits outside of the project scope for the same budget.

Bill Champion
Product and Service Development Director at

The Benefits

One of the most impactful factors that contributed to the success of the document conversion project was Xpertdoc’s ability to automatically migrate the legacy documents. Xpertdoc implemented the conversion on schedule and under budget. Transition was smooth and brought superior results, such as improved document quality and minimized professional services costs.

The Coverys document migration project team describes Xpertdoc in glowing terms. They found the Xpertdoc team approachable and accommodating, providing clarifications when requested.

After completing the large conversion project, Coverys is concentrating on getting all parties up to speed on the new software. They will likely identify more projects and the Coverys team is looking forward to working with Xpertdoc again.

I spoke to anyone who would listen about how life-changing Xpertdoc is for us, and how we're going to be able to get so much done this year because we will no longer have to spend hours and hours generating files. So, thank you!

Cait Merrigan
Supervisor, Underwriting Systems Analysis at

Like Coverys, empower your organization with document generation and document automation capabilities enabling the creation, management and delivery of better documents, faster.

Contact us today!

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