Group insurance brokers can manage all their processes on a single technological platform

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.

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Quebec brokers, are you ready for the new Bill 141?

New legislation will affect insurance brokers across Quebec. As of June 13, 2019, insurance companies will be able to sell their health insurance products directly online. Without the need to go through a broker, your competitive scope is likely to increase.

Has time come for a technological shift?

Leverage the advantages of a system designed for group insurance brokers to tackle your competition head-on

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.

Reduce the complexity of your systems and focus on what you do best: producing top-of-the-line group insurance and employee benefit services for your customers

Precise Commission Calculation

Integrate your complex brokers contracts into our Broker Management System and calculate your accounts payable automatically.

Rich Document Templates

Automated document creation from imported client data will help you reach your dream of going paperless.

Automated Policy Creation

With a single click, create your customer’s group insurance policies automatically from your customer’s quotes.

Sales Cycle Management

Increase your sales cycle efficiency and optimize your resource allocation to increase your revenue with our full CRM capabilities.

Administrator Web Portal

Only 24% of insurance brokers in Canada give their customers access to a web portal allowing self-service.

One system. One team.

Increase your team’s productivity by 30% with the implementation of XRM Tandem (Broker Management System and CRM).

Optimize your processes with our simple pricing

Our team is committed to reducing the complexity of your broker firm

Bronze

$250
per user/month

Get started

Policy & Sales Management or Case Management
Both for +$40/user/month

✔ Policy life cycle
✔ Commission management
✔ Sales cycle management
✔ Invoicing
✔ Prospecting

Silver

$285
per user/month

Get started

Policy & Sales Management or Case Management
Both for +$40/user/month

✔ Policy life cycle
✔ Commission management
✔ 100 shared documents/user/year
✔ 175 e-signatures/user/year
✔ Sales cycle management
✔ Invoicing
✔ Prospecting
Broker Portal ($)
Administrative Portal ($)
Advanced Reporting and Analytics ($)

Gold

$315
per user/month – Minimum 20 users

Get started

Policy & Sales Management or Case Management
Both for +$40/user/month

✔ Policy life cycle
✔ Commission management
✔ 100 shared documents/user/year
✔ 175 e-signatures/user/year
✔ Broker Portal
✔ Administrative Portal
✔ Advanced Reporting and Analytics
✔ Sales cycle management
✔ Invoicing
✔ Prospecting

XRM Tandem was built for Canadian group insurance and employee benefit brokers with specific regulations of each province in mind

Get started

XRM 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.

© XRM Tandem 2019

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