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PMA Companies Selects Xpertdoc to Streamline Billing Processes

Staff Writer | July 31, 2015

Xpertdoc Technologies announces that PMA Companies will utilize their product to modernize and streamline PMA’s billing processes. PMA Companies provides risk management solutions and services in the U.S., specializing in workers’ compensation and offering property and casualty insurance.

PMA is leveraging Xpertdoc’s CCM platform and document technology to convert their existing billing communications, providing them with enhanced creation, management and delivery capabilities all within the functionality of the Microsoft Word platform.

“Xpertdoc’s solution provides PMA with powerful and advanced billing management capabilities that are quick and easy to implement,” says David Squibb, chief sales and marketing officer of Xpertdoc. “This gives PMA the ability to freely make changes to their document templates, making communication with their clients more impactful and on their own terms, while reducing time and cost.”

As a Microsoft Gold Partner, Xpertdoc’s solution will be hosted on the cloud-based platform Microsoft Azure for added efficiency and speed of implementation. Previously, PMA’s billing documents were hard coded, making changes costly and requiring the support of the vendor.

“We are excited to implement the Xpertdoc CCM platform in conjunction with our new billing application,” says Susan Hendricks, vice president information systems at PMA Companies. “Xpertdoc’s advanced technology and proven methodology will allow us to meet our aggressive project timelines and bring advanced functionality that we were previously unable to utilize with our legacy solution.”

PMA Companies is a joint client between Xpertdoc and OneShield, and continues Xpertdoc’s expansion into the insurance industry. 


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