Growth and transformation
App in a Day: How to Create Your Application in One Day Without Writing Code?
Creating your own business application is now made easier. Several platforms allow you to build an application quickly, even if you do not have any programing experience. However, it can still be tricky to find your way around when you start. Certain tips remain unknown even among professional users. This is why App in a Day exists: What is App in a Day? […]
The Future of Group Insurance Brokers in 2020
E-commerce has never been so popular. In 2021, global online shopping will reach $4.5 trillion USD. And the insurance industry is no exception to this craze, especially since Bill 141 started allowing insurers to sell their products online. For group insurance brokers, this change could jeopardize the future of their industry. Indeed, customers can now more easily shop for their insurance without […]
The 4 Best Broker Practices in the Era of Online Shopping
What do clients who are shopping for group insurance want? Are insurance brokers listening? Since the arrival of Bill 141, insurers can sell online. The inevitable result: there’s no longer a need to go through an intermediary. With the future of group insurance brokers compromised, how can you stand out in this industry? To enhance your value as a broker, here are the […]
Four reasons to talk to a Customer Success Manager to get the most of your technology projects
In 2018, XRM Vision set up a Customer Success Manager (CSM) position, held by Pierre Moreau. The CSM’s key role is to advise clients to increase the success of IT solution implementation with users. But what exactly does a CSM do to help you? How can it be a key player in the success of […]
What Group Insurance Brokers Need to Know to Survive Bill 141
The introduction of Bill 141 is causing a lot of turmoil in the Quebec financial sector. Since its adoption in June 2018, the insurance and financial services industry has been preparing for an unprecedented technological revolution. What will be the impact of Bill 141 on your group insurance brokerage firm? Here’s how your business can […]
5 ways investing in change management will lead your technological projects to success
You have found the best CRM solution for your company. You have invested tens if not hundreds of thousands of dollars on its implementation. But what happens if in the end the users do not use it? Your efforts will have been useless. This is a reality for many companies: Only 64% of projects […]
