Document Solutions for Insurance

Enrich your member and policyholder experience with personalized and engaging forms and documents.

Property & Casualty Insurance

Life Insurance

Health Insurance

Deliver Personalized and Compliant Documents at Every Step of the Insurance Lifecycle

Claims Processing

Enable a better claim experience with personalized communications to facilitate accurate and timely resolution.

Billings & Collections
Provide full customer visibility for accurate invoicing and lower call center volume, resulting in improved customer satisfaction.
Policy Issurance
Easily incorporate variable policy language and forms while providing online, real-time customer access to policy details, transaction and beneficiary information through core systems.
Sales & Marketing
Ensure consistent messaging and brand compliance across the organization while seizing the one opportunity to make a first impression.

Bring Forms Management to the Forefront

Insurance is an industry driven by hundreds of forms with lots of variable information. Insurers are faced with an increasingly complex and ever-changing regulatory environment, and managing these forms can be difficult.

When combining the power of the Xpertdoc Forms Lifecycle Workbench with our Smart Form technology, insurers can streamline their forms management processes to achieve unprecedented efficiencies, while minimizing risks of non-compliance.

Leverage Customer Data Right Out of Your Core Systems

The Xpertdoc platform lets you easily access the wealth of customer information found in your enterprise core systems – policies, contracts, claims, billing, ERP, CRM and ECM. This direct access makes creating data‐driven insurance forms and documents easier than ever before.

Convert Your Legacy Forms and Documents in Record Time

Have thousands of forms? No problem. Xpertdoc’s patented migration technology automatically converts Mosaic, Calligo/IStream, JetForm, Eloquence, xPression, and Microsoft Word forms and templates – content, format and business rules – allowing you to achieve business transformation, system modernization and realize actual benefits in record time.

CCM Best Practices for Insurers

This whitepaper highlights best practices in implementing customer communications management (CCM) solutions to help insurers improve their communications, reduce associated costs, and deepen their customer relationships.

Ready to Leverage the Power of Better Documents, Faster?​

Contact us today to schedule a demo tailored to your specific customer communication needs and business objectives.