Document Solutions for Insurance
Enrich your member and policyholder experience with personalized and engaging forms and documents.
Property & Casualty Insurance
Deliver Personalized and Compliant Documents at Every Step of the Insurance Lifecycle
Enable a better claim experience with personalized communications to facilitate accurate and timely resolution.
Billings & Collections
Sales & Marketing
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.