Xpertdoc Expands Forms Lifecycle Workbench Solution to Streamline Entire Document Management Process

Update Provides Insurers with Digital Editing, Automatic Form Version Updates and Inter-document Keyword Search; Demo Available at InsureTech Connect Booth #303

Montreal, October 3, 2017 – Xpertdoc Technologies Inc., a Microsoft Gold Partner and leader in customer communications management (CCM) solutions, today announced an expansion to their Forms Lifecycle Workbench solution. Insurers can now automate the new form development process from conception through approval, allowing for collaboration between the different stakeholders within the organization seamlessly.

The Forms Lifecycle Workbench provides insurers with digital and automation capabilities to streamline the entire document management process, including new product development and ISO forms management. Implementing ISO forms into legacy document solutions, or manually downloading, filling out, and comparing different versions of the forms is so time consuming that entire teams are often assigned to maintain the documents and ensure compliance.

“Insurers are looking to improve their efficiency in managing ISO form content,” says Karen Furtado, Partner at Strategy Meets Action. “Xpertdoc’s ISO content management capabilities provide insurers the tools to assess the impact of ISO form changes, memorialize the changes, and adopt modifications in an expedited manner.”

The original ISO forms component of the Xpertdoc Forms Lifecycle Workbench migrated paper forms from ISOnet.com into a digital repository and converted them into smart document templates with pre-fill capabilities. The new expansion adds real-time automated download of each new form version, and inter-document search functions based on carrier defined metadata (i.e. product type, effective date, required information, etc.).

“On average, ISO forms are tweaked nearly 8,000 times a year,” says David Squibb, Chief Sales Officer at Xpertdoc. “Each change means a manual process that requires hours of manpower just to ensure compliance on a regular basis. With Xpertdoc’s Forms Lifecycle Workbench, insurers can comfortably download, inventory, edit and search these forms as they would any other digital document while reducing time spent.”

Powered by the Xpertdoc Customer Communications Management platform and their partnership with ISO, the updated ISO forms solution allows quick comparison between the new updates of each version compared with prior versions, so insurers can decide the updates they want to adopt and proceed to upload existing data mapping and business rules to the new document. Additionally, insurers can customize their own keyword tags to be pulled from all forms to make it simpler for reporting purposes.