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Case Study: Morphing into new segments

Case Study: Morphing into new segments

Fusion leveraged our relationships with insurance publications to usher in Xpertdoc’s entry to the quickly-evolving insurance industry. Xpertdoc quickly cemented their position as an innovation leader in document management and customer communication management (CCM.) Within a few months, Fusion secured coverage for Xpertdoc in numerous publications maximizing a mix of contributed content, expert commentary and also secured strategic speaking slots for Xpertdoc management. During Fusion’s tenure with the Company, Xpertdoc, quickly gained recognition as the de facto CRM product for clients reaching more than 50,000 agents and expanded to new vertical industries.


January 10, 2017


Document Management, Insurance, Workflow


Document Management, Finance, Insurance, Workflow