Back to Directory
InsuranceCore Insurance (Policy & Billing)Document Management

Experlogix Document Automation

Document generation and automation for insurance (formerly Xpertdoc).

Own Experlogix Document Automation? Upgrade to an Enhanced Listing — edit every detail and route buyer inquiries straight to you.

Overview

Experlogix Document Automation (formerly Xpertdoc) provides document generation and automation for insurance, covering templates, generation, workflow and delivery of policy and customer documents. It integrates with CRM and core systems to automate document workflows.

The platform helps insurers produce accurate, on-brand documents at scale.

Key Features

  • + Template-based document generation
  • + Document workflow and automation
  • + Policy and customer documents
  • + CRM and core-system integration
  • + Multichannel delivery
  • + Dynamic content

Integrations

CRM (Dynamics/Salesforce)Policy administrationOutput systems
See something inaccurate or out of date? Let our editorial team know.