Self-service & e-Application

Enable dynamic customer information and data intake at various touch points, quickly and easily.

Web-based, Interactive Smart Forms

Xpertdoc’s Smart Form technology enables you to dynamically collect customer information and data at various touch points, and leverage that input to feed core systems and personalize communications and interactions with customers.

Simplify your process – instead of the lengthy process of filling and sending out paper forms, customers have the option to submit them electronically. Completing contracts and e-applications, adding products or services to an account, updating customer information, or requesting feedback are a few examples where you have a chance to connect with your customers and provide a rich experience.

With features such as customizable web forms, embedded multimedia content, integrated e-signature and document preview, you can eliminate data entry errors and empower your customers’ need for self-service.

GroupHEALTH Boosts Optional Coverage Sales with Smart Forms

Learn how GroupHEALTH Benefit Solutions implemented an online enrollment solution based on the Xpertdoc Smart Form technology that boosted sales of optional coverage by 5000%, while improving customer experience and lowering costs.

Digitizing the Enrollment/On-boarding Process

This webinar demonstrates how GroupHEALTH Benefit Solutions exchanged their manual enrollment process for a web-based version that lowered costs, improved customer experience and boosted upsell for higher-end products.

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.