Xpertdoc Expands Forms Lifecycle Workbench Solution to Streamline Entire Document Management Process

Update Provides Insurers with Digital Editing, Automatic Form Version Updates and Inter-document Keyword Search; Demo Available at InsureTech Connect Booth #303

Montreal, October 3, 2017 – Xpertdoc Technologies Inc., a Microsoft Gold Partner and leader in customer communications management (CCM) solutions, today announced an expansion to their Forms Lifecycle Workbench solution. Insurers can now automate the new form development process from conception through approval, allowing for collaboration between the different stakeholders within the organization seamlessly.

The Forms Lifecycle Workbench provides insurers with digital and automation capabilities to streamline the entire document management process, including new product development and ISO forms management. Implementing ISO forms into legacy document solutions, or manually downloading, filling out, and comparing different versions of the forms is so time consuming that entire teams are often assigned to maintain the documents and ensure compliance.

“Insurers are looking to improve their efficiency in managing ISO form content,” says Karen Furtado, Partner at Strategy Meets Action. “Xpertdoc’s ISO content management capabilities provide insurers the tools to assess the impact of ISO form changes, memorialize the changes, and adopt modifications in an expedited manner.”

The original ISO forms component of the Xpertdoc Forms Lifecycle Workbench migrated paper forms from ISOnet.com into a digital repository and converted them into smart document templates with pre-fill capabilities. The new expansion adds real-time automated download of each new form version, and inter-document search functions based on carrier defined metadata (i.e. product type, effective date, required information, etc.).

“On average, ISO forms are tweaked nearly 8,000 times a year,” says David Squibb, Chief Sales Officer at Xpertdoc. “Each change means a manual process that requires hours of manpower just to ensure compliance on a regular basis. With Xpertdoc’s Forms Lifecycle Workbench, insurers can comfortably download, inventory, edit and search these forms as they would any other digital document while reducing time spent.”

Powered by the Xpertdoc Customer Communications Management platform and their partnership with ISO, the updated ISO forms solution allows quick comparison between the new updates of each version compared with prior versions, so insurers can decide the updates they want to adopt and proceed to upload existing data mapping and business rules to the new document. Additionally, insurers can customize their own keyword tags to be pulled from all forms to make it simpler for reporting purposes.

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
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
1-866-961-9111 x248

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