Kansas City Life Insurance Company Selects Xpertdoc CCM Platform to Modernize Customer Communications

Business Wire

Technology will streamline and improve the creation, management and delivery of documents

MONTREAL--(BUSINESS WIRE)-- Xpertdoc, a Microsoft Gold Partner and leader in customer communications management (CCM) solutions, today announced that Kansas City Life Insurance Company will use Xpertdoc’s CCM platform to modernize their legacy document systems. 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, and insures more than half a million policyholders.

Kansas City Life traditionally used multiple legacy document systems in their business but required improvements to support the continued growth of the company and customer retention needs.

They required advanced and highly secure omnichannel tools to provide additional communication channels for emerging demographics that expect to be engaged where and when they want it. To improve their customer experience and boost operational efficiency, Kansas City Life replaced their legacy platforms with Xpertdoc’s single modern solution.

“After careful review and deliberation, we selected Xpertdoc because they provided the best combination of modern, scalable technology that can grow with us,” said Steve E. Ropp, Senior VP of Operations at 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.”

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. Xpertdoc’s solution helps them achieve cost reduction and provide efficiency gains to grow the organization, stay competitive and increase customer engagement.

“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,” says 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.”

This partnership continues Xpertdoc’s expansion into life insurance. To learn more about Xpertdoc’s expansive suite of products, please visit their newly relaunched site at www.xpertdoc.com.

Attendees of the annual DIG IN event in Austin, TX can join the Xpertdoc Forms Lifecycle Workbench at 11:20 am CDT on May 11 and visit us in booth 19.

About Xpertdoc:

Xpertdoc 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.

About Kansas City Life Insurance Company:

Kansas City Life Insurance Company (OTCQX: KCLI) was established in 1895 and is based in Kansas City, Missouri. The Company’s primary business is providing financial protection through the sale of life insurance and annuities. The Company operates in 49 states and the District of Columbia. For more information, please visit www.kclife.com.