Homesite Insurance Selects Xpertdoc to Streamline Form Management Process

The Xpertdoc Forms Lifecycle Workbench automates the form development process from creation to approval, improving form quality and control, while ensuring regulatory compliance and efficient collaboration across departments.

Montreal, October 10, 2018 – Xpertdoc Technologies Inc., a Microsoft Gold Partner and leader in document generation and customer communications management (CCM) solutions, today announced that Homesite Insurance will use the Xpertdoc Forms Lifecycle Workbench to streamline their forms management process.

Xpertdoc’s Forms Lifecycle Workbench will allow Homesite to automate their form development and approval workflows in a highly customizable environment that provides tailored user experience. This hosted solution will also offer the capability to track changes made to the forms, and keep the history of all changes in a central repository for enhanced version control. File sharing across departments and companies will be facilitated, bringing streamlined, efficient communication and collaboration between multiple entities. The Forms Lifecycle Workbench search functionality will enable Homesite to search for words or metadata connected with the forms.

“By using the Xpertdoc Forms Lifecycle Workbench, Homesite will have the ability to automate their form management process, from development to approval, improving form quality and version control, all while ensuring regulatory compliance,” said Louis-Philippe Perras, Chief Technology Officer of Xpertdoc. “This will also give them greater operational efficiencies, so they will be able to focus on growing their business and, more importantly, providing their customers with innovative products faster.”

This partnership continues Xpertdoc’s expansion into property and casualty insurance. To learn more about Xpertdoc’s expansive suite of document generation and CCM solutions for carriers, please visit https://www.xpertdoc.com/en/solutions/insurance/.

About Homesite Insurance

Founded in 1997, Homesite Insurance was one of the first companies to enable customers to purchase insurance directly online, during a single visit. Since then, Homesite continues to innovate at the pace of our customers and their changing expectations. One thing that’s stayed the same since its founding: a commitment to customers, partners and employees. Homesite offers insurance coverage for Home, Renters, Condo, Small Business, and Flood. Visit us on FacebookLinkedIn, and Twitter.

À propos de Xpertdoc

Xpertdoc Technologies Inc.  est une entreprise québécoise qui offre des solutions technologiques de pointe pour l’automatisation des documents. Comptant plus de 800 clients à travers le monde, Xpertdoc a pour mission de permettre aux organisations de transformer leurs processus d’affaires liés aux documents, au moyen de puissantes capacités pour la production des documents, la collecte électronique des données et la gestion de contenu, optimisant et automatisant la création, la gestion et la distribution de meilleurs documents, plus vite. Visitez www.xpertdoc.com/fr pour en savoir plus.

Pour plus d’informations

Andrée-Anne Pellerin
Coordonnatrice, marketing et communication
aapellerin@xpertdoc.com
1 450-961-9111 x217

About Xpertdoc

Xpertdoc Technologies Inc. is a global leader in document flow automation solutions. With more than 800 customers worldwide, our mission is to enable organizations to digitally transform their document-centric processes through document generation, digital data capture and content management, optimizing and improving the creation, management and delivery of better documents, faster. Visit www.xpertdoc.com to learn more.

For more information

Pamela Velentzas
Corporate Marketing Manager
pvelentzas@xpertdoc.com
1-866-961-9111 x248

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