Life Insurance CCM Solutions

Enriching the Relationship Between You and Your Policyholders

The life insurance industry is heavily influenced by changing consumer behaviours and shifting market trends. To thrive in this environment, insurers need to meet the growing demand for new products, leveraging innovative technologies that fulfill their operational requirements and satisfy the vast array of customer preferences. Xpertdoc can help.

From Policies to Marketing Material. We’ve Got You Covered

Xpertdoc’s Customer Communications Management (CCM) Platform enables life insurers to rapidly generate personalized communication at every step of the insurance product’s lifecycle.  Featuring configurable business rules that ensure compliance with branding, jurisdiction-specific variations, language, regulatory changes, and legal and financial requirements, you can rest assured knowing that your documents are meeting industry regulations.



The Insurance Customer Experience: The Vital Role of Customer Communications and Document Management

What are the key opportunities for insurers striving to capitalize on customer communications and document management?

Need to Migrate Your Legacy Documents? Xpertdoc Can Help.

Xpertdoc’s patented migration technology takes the risks out of your legacy conversion efforts allowing you to achieve rapid business transformation, system modernization and realize actual benefits in weeks not months.

Have thousands of forms? No problem. Our fully automated approach to migration means that we can extract and convert tens of thousands of forms – content, format and business rules – while preserving all document attributes in record time.

We can automatically migrate Mosaic, IStream, Calligo, JetForm, Eloquence, xPression, and Microsoft Word forms & templates so you can get the most out of your investments.

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