Rapidly generate personalized and compliant communications at every step of the insurance lifecycle.
Enables a better claims experience with personalized communication to facilitate accurate and timely claims resolution
Billing & Collections
Provides full customer visibility for accurate invoicing and lower call center volume resulting in improved customer satisfaction
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
Ensures consistent messaging and brand compliance across the organization while seizing the one opportunity to make a first impression
Leveraging Customer Data Right Out of Your Core Systems
Xpertdoc’s CCM platform lets you easily access the wealth of customer information found in your enterprise cores systems; policies, contracts, billing, claims, ERP, CRM. This direct access makes creating data‐driven, highly personalized communications easier than ever before.