Kansas City Life Modernizes Customer Communications with Xpertdoc

Kansas City Life has replaced multiple legacy platforms with Xpertdoc’s single modern solution to drive customer retention and support growth.

(Detail from Thomas L. Beard’s Westport Pioneers Statue in Kansas City. Photo Credit: Charvex.)

Kansas City Life Insurance Company (Kansas City, Mo.) has adopted Xpertdoc’s (Montreal) CCM platform to modernize its legacy document systems, according to a statement from Xpertdoc released today at the IASA Annual Educational Conference and Business Show in Orlando, Fla. Kansas City Life markets individual life, annuity and group products through general agencies located throughout the US, serving 49 states and the District of Columbia. The carrier insures more than half a million policyholders.

Steve E. Ropp, Senior VP of Operations, Kansas City Life.

Steve E. Ropp, Senior VP of Operations, Kansas City Life.

Kansas City Life traditionally used multiple legacy document systems for its customer communications but required improvements to drive customer retention and support continued growth, according to the Xpertdoc statement. The carrier required advanced and highly secure omnichannel tools to provide additional communication channels for emerging demographics with high expectations for anytime/anywhere engagement. To improve their customer experience and boost operational efficiency, Kansas City Life has replaced its legacy platforms with Xpertdoc’s single modern solution, the vendor reports.

“After careful review and deliberation, we selected Xpertdoc because they provided the best combination of modern, scalable technology that can grow with us,” comments Steve E. Ropp, Senior VP of Operations, Kansas City Life. “Their team demonstrated the highest level of commitment throughout our entire review process, and were diligent and effective during implementation, ensuring a smooth transition.”

David Squibb, Chief Sales and Marketing Officer, Xpertdoc.

David Squibb, Chief Sales and Marketing Officer, Xpertdoc.

The Xpertdoc CCM platform streamlines and automates customer communications processes including the creation, management and delivery of documents to improve internal workflows, as well as reach customers faster and in more meaningful ways, according to the vendor’s description. Xpertdoc asserts that its solution helps customers achieve cost reduction and provide efficiency gains to grow the organization, stay competitive and increase customer engagement.

Appealing to a New Customer Base

“Life insurance is facing an increasingly difficult challenge of supporting existing customers and also appealing to an all-new customer base that expect quick, efficient and flexible communication at all times,” comments David Squibb, Chief Sales and Marketing Officer at Xpertdoc. “We applaud Kansas City Life for their commitment to adapt to this change, and to continuously make the best decisions for innovation and improving services to customers.”

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Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, 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 [email protected] or (503) 936-2803.

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