Struggling to transition to new technologies? You’re not alone. After researching group insurance brokers across Canada for a full year, we’ve created an intuitive technological platform designed specifically for you.
50% of employers buy their group insurance without a broker.
With the integration of a management system, brokers see a 156% increase in their revenues.
52% of consumers would switch providers for greater online service.
Integrate your complex brokers contracts into our Broker Management System and calculate your accounts payable automatically.
Automated document creation from imported client data will help you reach your dream of going paperless.
With a single click, create your customer’s group insurance policies automatically from your customer’s quotes.
Increase your sales cycle efficiency and optimize your resource allocation to increase your revenue with our full CRM capabilities.
Only 24% of insurance brokers in Canada give their customers access to a web portal allowing self-service.
Increase your team’s productivity by 30% with the implementation of XRM Tandem (Broker Management System and CRM).
$250
per user/month
Policy & Sales Management or Case Management
Both for +$40/user/month
✔ Policy life cycle
✔ Commission management
✔ Sales cycle management
✔ Invoicing
✔ Prospecting
$285
per user/month
Policy & Sales Management or Case Management
Both for +$40/user/month
✔ Policy life cycle
✔ Commission management
✔ 175 document generations/user/year
✔ 100 e-signatures/user/year
✔ Sales cycle management
✔ Invoicing
✔ Prospecting
Broker Portal ($)
Administrative Portal ($)
Advanced Reporting and Analytics ($)
$395
per user/month – Minimum 20 users
Policy & Sales Management or Case Management
Both for +$40/user/month
✔ Policy life cycle
✔ Commission management
✔ 175 document generations/user/year
✔ 100 e-signatures/user/year
✔ Broker Portal
✔ Administrative Portal
✔ Advanced Reporting and Analytics
✔ Sales cycle management
✔ Invoicing
✔ Prospecting
TANDEM is brought to you by XRM Vision. We have over a decade of experience building highly customized solutions on Microsoft Dynamics for more than a hundred customers.
Your customers expect an outstanding service experience and personalized support from you. XRM Vision provides you with the best practices and technological tools to build customer loyalty, support your growth and improve your productivity.
More:
Based on the Capacity Maturity Matrix, our methodology will help you assess the maturity level of your business processes and customer relationship management. With our ebook and the web questionnaire that comes with it, you will be able to identify the next steps to progress based on your specific situation.