Case Study: Beneva streamlines document processes with Experlogix Document Automation

Beneva creates 3,000 documents in 3 months with Experlogix

Beneva, formerly SSQ Insurance, is a large Canadian mutual insurance company. They faced challenges with an outdated, manual document generation system using Excel and Access, which was inefficient, error-prone, and raised security concerns. They needed a modern, scalable solution integrated with their Microsoft Dynamics 365 CRM to improve operations and customer communications within an aggressive eight-month timeline. They partnered with vendor Experlogix, implementing Experlogix Document Automation.

The Experlogix solution provided an out-of-the-box integration with Dynamics 365, requiring minimal customization. It automated document creation, nearly eliminating manual intervention and errors. Within the first three months, Beneva successfully generated over 3,000 documents without issues. The new system is infinitely scalable, removing user limitations, and includes features for future omnichannel delivery. Experlogix enabled Beneva to meet its deadline, boost productivity, and establish a reliable platform for growth.

Beneva (Formerly SSQ Insurance)

Nicolas Rame

Analyst