Smart forms technology will decrease back-and-forth, drive profitable revenue and streamline enrollment process for insurance carriers
Montreal, QC (Apr. 20, 2016) – Xpertdoc Technologies Inc., a Microsoft Gold Partner and leader in document generation and customer communications solutions, today announced their partnership with GroupHEALTH Benefit Solutions® to implement Xpertdoc’s Smart Forms technology which will provide a streamlined, automated enrollment process for the employee members of their group benefit plan clients. GroupHEALTH works with a number of insurers across Canada to assemble, implement and manage customized benefit solutions for more than 3,700 client organizations, supporting more than 320,000 members.
“These documents can strategically place educational videos and other compelling content that offer customers the most value and drive profitable revenue to the top line.”
Prior to selecting Xpertdoc, GroupHEALTH was faced with a lengthy and inefficient enrollment process that required them to send new clients customized forms, which had to be filled out manually and returned, often by fax or mail. GroupHEALTH was then tasked with identifying errors such as missing or incomplete forms, illegible handwriting, etc. and trying to resolve them with an employer directly.
The back-and-forth was time-consuming and didn’t meet GroupHEALTH’s high standards for client experience. The company wanted to improve the onboarding experience for its clients and improve internal efficiencies to provide more time for the Client Services team to focus on serving members.
“We knew we needed an onboarding process that improved the user experience for both our customers and employees,” said Matt Houghton, CEO of GroupHEALTH. “After careful consideration, we selected Xpertdoc because they were the only company that provided an automated option that fit the requirements our company needed, allowing us to improve the client experience, while also offering a way to increase sales and reduce costs.”
Xpertdoc’s Smart Forms will provide GroupHEALTH customers and employees pre-filled forms, leveraging accurate data from their database, with in-process guidance to avoid errors and enable better display of information on optional benefit offerings to the customer. The data entered will automatically be captured into the company’s industry-leading administration system, WEBS™.
“Our Smart Forms technology does not just accelerate onboarding for GroupHEALTH, but also opens up new ways for them to present optional benefit offerings to their customers,” said David Squibb, Xpertdoc’s Chief Sales and Marketing Officer. “These documents can strategically place educational videos and other compelling content that offer customers the most value and drive profitable revenue to the top line.”
Founded in a basement in Prince George, B.C., in 1982, GroupHEALTH Benefit Solutions® now has more than 225 staff members in offices in Vancouver and Surrey, British Columbia, Calgary and Edmonton, Alberta and Barrie, Ontario. They insure more than 3,700 client organizations across Canada in both the public and private sectors, supporting more than 320,000 Canadians. GroupHEALTH is differentiated by its singular focus on delivering client solutions that prioritize cost-containment and value-adds to ensure long-term benefit program sustainability. This combination helps employers to cost-effectively take care of their employees.
Xpertdoc Technologies Inc. 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.
Source: Fusion PR for Xpertdoc Technologies Inc.Tags: GroupHEALTH, Xpertdoc