SSQ Insurance Selects Xpertdoc to Simplify and Streamline Document Generation Process

Connector for Microsoft Dynamics 365 allows SSQ Insurance to create, manage and deliver personalized insurance documents directly from the Microsoft CRM platform

Montreal, QC (July 10, 2018) – Xpertdoc Technologies Inc., a Microsoft Gold Partner and leader in document automation and customer communications management (CCM) solutions, today announced that SSQ Insurance will use Xpertdoc’s platform and Connector for Dynamics 365 to streamline their document generation and delivery processes. SSQ Insurance is one of Canada’s largest insurance companies, providing group insurance, individual life and health insurance, general insurance, and investment products to three million customers nationally.

SSQ Insurance’s customers are turning more and more to mobile technologies and this evolution has become the key to customer loyalty, ultimately contributing to the insurer’s growth. The Xpertdoc platform offers advanced omni-channel tools to provide additional communication channels for emerging demographics. Xpertdoc will also provide technical support to SSQ Insurance, to boost operational efficiencies while ensuring the system is secured.

“We selected Xpertdoc because they provided a flexible and scalable technology that can grow with us,” said Éric Savard, Vice President, System Development and Project Management at SSQ Insurance. “Their team was diligent and effective during implementation, ensuring an easy and rapid integration with our systems, despite an aggressive timeline.”

The Xpertdoc platform, coupled with their Connector for Microsoft Dynamics 365, streamlines and automates document processes including the creation, management and delivery of documents, to improve internal workflows as well as reach customers faster and in more meaningful ways. Xpertdoc’s solution helps companies achieve cost reduction and provide efficiency gains to grow their business, stay competitive and increase customer engagement.

“Insurance is facing an increasingly difficult challenge of supporting existing customers while responding to the market demands of an all-new customer base that expect quick, efficient and flexible communications at all times,” says David Squibb, Chief Sales Officer at Xpertdoc. “We applaud SSQ Insurance for their commitment to adapt to the market, and to continuously make the best decisions for innovation and improving services to their customers.”

This partnership continues Xpertdoc’s expansion into the Canadian insurance market.

About Xpertdoc

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. For more information, visit

About SSQ Insurance

Founded in 1944, SSQ Insurance is a mutualist company that puts community at the heart of insurance. With assets under management of $11 billion, SSQ Insurance is one of the largest companies in the industry. Working for a community of over three million customers, SSQ Insurance employs over 2,000 people. Leader in group insurance, the company also sets itself apart through its expertise in individual life and health insurance, general insurance and the investment sector. For more information, please visit

SOURCE: SSQ Insurance

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