SSQ Insurance Selects Xpertdoc to Simplify and Streamline Document Generation Process

Connector for Microsoft Dynamics 365 Allows SSQ Insurance to Create, Manage and Deliver Personalized Insurance Documents Directly from the Microsoft CRM Platform

Montreal, July 10, 2018 – Xpertdoc Technologies Inc., a Microsoft Gold Partner and leader in document automation and customer communications management (CCM) solutions, today announced that SSQ Insurance will use Xpertdoc’s platform and Connector for Dynamics 365 to streamline their document generation and delivery processes. SSQ Insurance is one of Canada’s largest insurance companies, providing group insurance, individual life and health insurance, general insurance, and investment products to three million customers nationally.

SSQ Insurance’s customers are turning more and more to mobile technologies and this evolution has become the key to customer loyalty, ultimately contributing to the insurer’s growth. The Xpertdoc platform offers advanced omni-channel tools to provide additional communication channels for emerging demographics. Xpertdoc will also provide technical support to SSQ Insurance, to boost operational efficiencies while ensuring the system is secured.

“We selected Xpertdoc because they provided a flexible and scalable technology that can grow with us,” said Éric Savard, Vice President, System Development and Project Management at SSQ Insurance. “Their team was diligent and effective during implementation, ensuring an easy and rapid integration with our systems, despite an aggressive timeline.”

The Xpertdoc platform, coupled with their Connector for Microsoft Dynamics 365, streamlines and automates document processes including the creation, management and delivery of documents, to improve internal workflows as well as reach customers faster and in more meaningful ways. Xpertdoc’s solution helps companies achieve cost reduction and provide efficiency gains to grow their business, stay competitive and increase customer engagement.

“Insurance is facing an increasingly difficult challenge of supporting existing customers while responding to the market demands of an all-new customer base that expect quick, efficient and flexible communications at all times,” says David Squibb, Chief Sales Officer at Xpertdoc. “We applaud SSQ Insurance for their commitment to adapt to the market, and to continuously make the best decisions for innovation and improving services to their customers.”

This partnership continues Xpertdoc’s expansion into the Canadian insurance market.

About SSQ Insurance

Founded in 1944, SSQ Insurance is a mutualist company that puts community at the heart of insurance. With assets under management of $11 billion, SSQ Insurance is one of the largest companies in the industry. Working for a community of over three million customers, SSQ Insurance employs over 2,000 people. Leader in group insurance, the company also sets itself apart through its expertise in individual life and health insurance, general insurance and the investment sector. For more information, go to ssq.ca.

À propos de Xpertdoc

Xpertdoc est une entreprise québécoise qui offre des solutions technologiques de pointe pour l’automatisation et la production des documents. Notre mission est d’aider les organisations à transformer leurs processus d’affaires liés aux documents et augmenter les capacités de leurs utilisateurs d’affaires, en simplifiant, optimisant et automatisant la création, production, gestion, distribution, archivage et signature électronique 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 is a global leader in document generation and document automation solutions. Our mission is to enable organizations to digitally transform their document-centric processes and empower business users, by simplifying, optimizing and automating the creation, generation, management, delivery, storage, and e-signature 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

Share
Share on facebook
Facebook
Share on linkedin
LinkedIn
Share on twitter
Twitter
Share on pinterest
Pinterest

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.

Travel
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.

Regards,

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.

Voyages
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.

Merci,

L’équipe Xpertdoc