Xpertdoc Customer Communications Management (CCM) Platform

Better Documents. Faster.

One CCM Platform. Endless Communication Opportunities.

The Xpertdoc Customer Communications Management (CCM) Platform lets you create, manage and deliver highly personalized, data-driven communications that allow you to meet both customer preferences and compliance goals.

Supporting outbound communications through customizable and pre-packaged templates, e-applications/onboarding and inbound through interactive Smart Forms, Xpertdoc allows you to optimize every customer interaction whenever, wherever and however it takes place; mobile, tablet, web, SMS, email and print.






Harness the Power of Xpertdoc.

  • Design template-driven, dynamic documents and communication streams.
  • Communicate transaction-specific information through personalized documents.
  • Distribute documents and communications through Omni Channel delivery mechanisms.
  • Manage business documents with, to and from internal and external systems.
  • Comply with industry standards and regulatory changes.

Powerful Visual Design Leveraging Microsoft Word

Based on Microsoft Word, Xpertdoc Template Designer gives you the tools to create responsive templates, complex workflows, data-driven Smart Forms and powerful graphics – quickly and easily.

Users can leverage their existing skills, reducing the dependency on IT resources and avoiding the issues of being locked-down with proprietary technology.

Xpertdoc Letter Management Solution

Personalizing letters and documents using traditional systems is time consuming and complicated, making it challenging to build trust, rapport and strong connections with clients. With the Xpertdoc Customer Communications Management (CCM) solution, letter and document management becomes effortless.

What Our Customers Have to Say

  • Coverys_logo_500x155

    I [spoke] to anyone who would listen about how life-changing [Xpertdoc] is for us, and how we’re going to be able to get so much done this year because we will no longer have to spend hours and hours generating files. So, thank you!

    – Cait Merrigan, Supervisor, Underwriting Systems Analysis, Coverys

  • health-partners

    The value of Xpertdoc, integrated with Microsoft Dynamics, has made us more efficient. We have gained the ability to focus more on our clients’ needs rather than worrying about the details of the documents themselves.

    – Freda Myhrwold, Manager of Sales Process,HealthPartners

  • pma-companies

    Xpertdoc’s advanced technology and proven methodology will allow us to meet our aggressive project timelines and bring advanced functionality that we were previously unable to utilize with our legacy solution. We are excited to partner with Xpertdoc.

    – Susan Hendricks, VP Information Systems, PMA Companies

  • group-health-benefit-solutions

    We selected Xpertdoc because they were the only company that provided an automated option that fit the requirements…allowing us to improve the client experience, while also offering a way to increase sales and reduce costs.

    – Matt Houghton, CEO of GroupHEALTH

  • merchants-insurance-group

    We chose Xpertdoc because they provided an opportunity to complete the ever-critical ISO form changes without needing to overhaul our current core systems. Our document generation process will be significantly streamlined and will allow a business analyst to facilitate ownership over the process instead of relying on IT development resources or third party vendors. This in turn will allow Merchants to focus on what’s most important – our customers.

    – Tom Tempeny, Director of IT Business Services, Merchants Insurance Group

  • index

    Without centralized template control and a modern CCM platform, we had document workflow challenges. Working with Xpertdoc means all of our messaging and branding will be consistent across each unique proposal, and the whole process is automated from generation to delivery without significant manual intervention.

    – Ken Phelps President and CEO, Camargo Pharmaceuticals

  • relia-fund

    Like many other payment processing providers, ReliaFund is challenged with achieving and maintaining world-class quality, compliant and secure document processing. We were onboard with Xpertdoc within two weeks of learning about the company.

    – Ross Fillingsness, Vice President of IT, ReliaFund

Get in touch

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