PMA Companies Modernizes Billing Processes with Xpertdoc

The carrier is using Xpertdoc’s CCM platform and document technology to convert its existing billing communications, providing them with enhanced creation, management and delivery capabilities.

(Image credit: Dollar Photo Club.)

PMA Companies (Blue Bell, Pa.) has selected Xpertdoc (Montreal) to modernize and streamline billing processes. The carrier is using Xpertdoc’s CCM platform and document technology to convert its existing billing communications, providing them with what the vendor characterizes as enhanced creation, management and delivery capabilities, within the functionality of the Microsoft Word platform.

Susan Hendricks, VP, Information Systems, PMA Companies.

Susan Hendricks, VP, Information Systems, PMA Companies.

“We are excited to implement the Xpertdoc CCM platform in conjunction with our new billing application,” comments Susan Hendricks, VP IS, 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.”

Xpertdoc’s solution provides PMA with what David Squibb, chief sales and marketing officer, Xpertdoc, terms powerful and advanced billing management capabilities that are quick and easy to implement. “This gives PMA the ability to freely make changes to their document templates, making communication with their clients more impactful and on their own terms, while reducing time and cost,” Squibb comments.

(Related: PMA Insurance Group Consolidates Billing on OneShield Platform)

As a Microsoft Gold Partner, Xpertdoc’s solution will be hosted on the Microsoft Azure cloud-based platform for added efficiency and speed of implementation, according to the vendor. Previously, PMA’s billing documents were hard-coded, making changes costly and requiring the support of the vendor, Xpertdoc reports.

PMA Companies, a member of Old Republic Companies, provides risk management solutions and services in the U.S., specializing in workers’ compensation and offering property and casualty insurance. Old Republic International Corporation is one of the nation’s 50 largest publicly held insurance organizations. PMA Companies includes the PMA Insurance Group, specializing in workers’ compensation and other commercial property & casualty insurance products; PMA Management Corp. and PMA Management Corp. of New England, providing TPA and risk management services.

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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