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

MONTREAL--(BUSINESS WIRE)--Xpertdoc, a Microsoft Gold Partner and leader in customer communications management (CCM), today announces an expansion to their Forms Lifecycle Workbench solution. Insurers can now automate the new form development process from conception through approval, allowing for seamless collaboration between the different stakeholders within the organization.

“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, managing, 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 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 changed nearly 8,000 times a year,” says David Squibb, Chief Sales & Marketing 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. Additionally, the same tool can manage all customized and proprietary forms so every form a carrier needs is in a common repository.”

Powered by the Xpertdoc CCM 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.

To learn more about Xpertdoc’s Forms Workbench and their CCM platform, please visit their newly relaunched site at www.xpertdoc.com.

About Xpertdoc:

Xpertdoc is a global software company that provides industry-leading document generation and customer communications management (CCM) solutions. The company is a Microsoft Gold Partner and certified ISO/IEC 27001:2013 compliant for information security. Xpertdoc delivers improved client retention and growth by streamlining web and mobile self-service intake as well as document creation and management processes throughout every customer touch point.