Services Office (ISO) and the American Association of Insurance Services (AAIS), which allows property and casualty clients to have access to standardised forms issued by the American organizations. In September 2013, the analyst firm Strategy Meets Action announced that Xpertdoc has won the SMA Innovation in Action 2013 award in the Solutions Providers category for its patent-pending forms and template migration program. The company also won the Technology Innovation award, given during the Gala du 30e Reflet économique des Moulins. In 2014, Xpertdoc partnered with Adminovate. Together, they offer life insurance companies a cloud-based service that integrates the former's Customer Communications Management platform with the latter's policy administration system (PAS). OneShield also partners with the Canadian company, bringing to the market a joint PAS and document management solution offering for Property and Casualty insurers. Xpertdoc received the XCelent Functionality award from Celent, an analyst firm, for the functionality and configurability of its software as a whole. In 2015, Xpertdoc achieved compliance with ISO/IEC 27001:2013 – an information security standard. In November, the company received the MercadOr Award for Market Diversification from the Société de développement international de Lanaudière (SODIL), in recognition of its global expansion. It expanded its market in both the American and Canadian insurance industries. At the beginning of 2016, Xpertdoc received a patent from the U.S. Patent and Trademark Office for its proprietary document migration technology. It announced expansion of its C-suite with the addition of three executives. In August, Xpertdoc won the Silver Partner Award, granted by the International Association of Microsoft Channel Partners (IAMCP), and joined Microsoft's Enterprise Cloud Alliance. With a five-year revenue growth of 460%, the company ranked 148 on Canadian Business's 2016 PROFIT 500. It moved headquarters in a new building. In 2017, Xpertdoc's employees formed a cooperative of employee shareholders through which they collectively own 16% of the company's shares. Its Customer Communications Management platform for Microsoft Dynamics CRM is available to Canadian government agencies under the Government of Canada Software Licensing Supply Arrangement (SLSA). Ranked 135 on the 2017 PROFIT 500, Xpertdoc secured $2.3 million in mezzanine financing from BDC Capital. In 2022, it was announced that Experlogix, LLC had acquired Xpertdoc Technologies, Inc. References Business software Companies based in Montreal