Xpertdoc Technologies Inc., a Montreal-based company offering award-winning document output and customer communications solutions, has been selected for its insurance web-enabled forms solution by a leading financial services provider located in the Midwestern United States.

    The carrier’s technology investment will augment and streamline its transactional capabilities, addressing the rising demand for user-friendly, self-service products in the highly competitive insurance marketplace.

    The Xpertdoc Solution enables the carrier to offer its customers a seamless and consistent experience online when completing a form or service request associated with products they have purchased. The new tool will simplify navigation and automate the forms completion and submission process, improving accuracy and efficiency in all areas of the company’s operations.

    “We’re thrilled to have this opportunity to bring our passion for business modernization to critical customer service processes,” says Francis Dion, Xpertdoc CEO and Founder. “In this case, our Solution fulfilled the precise requirements of our client, who saw an opportunity to improve a fractured and inconsistent customer experience.”

    Xpertdoc was selected over competing offerings from Adobe, IBM, HP and EMC.

    The all-in, secure cloud solution leverages Microsoft Azure, Microsoft Dynamics CRM Online and AssureSign for electronic signature, bringing together best-of-breed technologies.

    About Xpertdoc
    Xpertdoc is a Montreal-based company that provides innovative document output and customer communication solutions. Their unique products and services help organizations streamline the processes of document output and management, reducing risks, costs and time to market. Xpertdoc provides patent-pending technologies for large-scale automation and centralized template management, advanced change control and collaboration workflows. A Microsoft Gold Certified Partner, they leverage the full power of the Microsoft business technologies for personalized, professional and compliant documents and customer communications.

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