Case Study: SSQ Insurance streamlines document processes with Experlogix

SSQ Insurance Streamlines Document Processes from Dynamics 365

SSQ Insurance, a major Canadian mutualist insurer with $11 billion in assets under management, needed to replace manual document workflows built on Excel and Access with a more secure, efficient way to create customer-facing contracts and letters. The company wanted a modern solution connected to Microsoft Dynamics 365, and turned to Experlogix Document Automation to support its aggressive eight-month migration goal.

Experlogix implemented Document Automation with Dynamics 365, requiring only minimal customization and limited IT support. The new system streamlined document creation and delivery, improved compliance and consistency, and nearly eliminated manual intervention; in the first three months, SSQ Insurance created more than 3,000 documents with only three user interventions. The rollout stayed on schedule, and Experlogix delivered a scalable, reliable platform ready for future omnichannel delivery and e-signature needs.

SSQ Insurance

Nicolas Rame

Analyst