Merchants Insurance Group Gains Significant Efficiencies with Xpertdoc CCM Deployment

Merchants will also be the vendor’s first customer implement the vendor’s ISO forms services, which provide clients the ability to identify, track, and merge any updates and changes to ISO forms.

(The Albright-Knox Art Gallery in Buffalo, N.Y., home of Merchants Insurance Group. Photo credit: Dave Pape.)

Merchants Insurance Group (Buffalo, N.Y.) will deploy CCM vendor Xpertdoc’s (Montreal) full CCM solution. Merchants will also be the vendor’s first customer implement the vendor’s ISO forms services, which provide clients the ability to identify, track, and merge any updates and changes to ISO forms in real-time, as soon as they are published, according to an Xpertdocs statement.

Merchants currently uses a combination of standard and customized ISO forms, as well as proprietary internal forms. Xpertdoc’s support of ISO forms, coupled with its auditing compare tools, will help Merchants to achieve significant efficiency improvements, while minimizing the risk associated with compliance issues, according to the vendor.

“We chose Xpertdoc because they provided an opportunity to complete the ever-critical ISO form changes without needing to overhaul our current core systems,” comments Tom Tempeny, Director of IT Business Services, Merchants. “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.”

David Squibb, Chief Sales and Marketing Officer, Xpertdoc.

David Squibb, Chief Sales and Marketing Officer, Xpertdoc.

Speed-to-Market, Efficiency and Effective Customer Communication

Through deploying Xperdocs solutions, Merchants will eliminate a previously cumbersome document generation process that relied heavily on IT for coding and programming templates, which delayed turnaround time, the vendor reports. Merchants will also use Xpertdoc’s Content Auditor, a quality assurance tool, to get a complete picture of how versions of a form have changed throughout the editing process and easily reconcile customizations with new regulatory updates.

“As our first customer to implement the ISO offering, Merchants will now have the ability to create forms for new lines faster and improve reaction time to changes in the market, all while driving additional revenue and assuring compliance,” says David Squibb, Chief Sales and Marketing Officer, Xpertdoc. “This gives them the freedom to communicate effectively with their clients in a way that they can control while introducing new products more rapidly.”

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For over a decade he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at AnthODonnell@IIReporter.com or (503) 936-2803.

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