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

À propos de Xpertdoc

Xpertdoc , une marque d’Experlogix, 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 pour en savoir plus.

Pour plus d’informations

Andrée-Anne Pellerin
Coordonnatrice, marketing et communication
1 450-961-9111 x217

About Xpertdoc

Xpertdoc, an Experlogix brand, 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 to learn more.

For more information

Pamela Velentzas
Corporate Marketing Manager
1-866-961-9111 x248

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Experlogix, LLC Acquires Xpertdoc Technologies, Inc.

Experlogix, LLC fait l’acquisition de Xpertdoc Technologies, Inc.

This acquisition brings significant value to Xpertdoc customers and partners and we are excited to become part of the Experlogix family. This further strengthens our effort to help organizations deliver better documents, faster.

Cette acquisition amène une valeur considérable aux clients et partenaires de Xpertdoc. Elle renforce nos efforts pour aider les organisations à distribuer de meilleurs documents, plus vite. Nous sommes heureux de faire partie de l’équipe d’Experlogix.