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Insurance Brokers: improve your relations with your clients
How to improve the address book of insurance brokers while using software that meets their needs? Here is XRM Vision’s answer. In this article, we will talk about 5 principles that will allow you to better retain and improve your relationship with your customers, which is a crucial step to improve your revenue. We currently live in […]
Insurance brokers : Why did XRM Vision invest in TANDEM?
Why did XRM Vision decide to invest in a solution made for group insurance brokers? What drives our company to want to help guide them through this important digital transformation that is currently affecting their industry? In this article, our president Félix Robitaille answers the most frequently asked questions regarding TANDEM: 1 – Why a solution […]
Insurance brokers: 5 factors to finding the right management tool
Finding the right platform to manage various interactions is essential for a group insurance broker. Whether it is your customers, service users, collaborators, suppliers or others, your comprehensive business solution must facilitate the management of all your relationships. How do you choose? Your platform should be able to: Support the entire lifecycle of the relationship with your […]
How TANDEM is transforming the group insurance industry?
It’s not every day that you get to create a solution that can save an entire industry – introducing it to the cloud, modernizing it and enabling its professionals to offer greater value. That’s what XRM Vision has achieved with TANDEM, a cloud-based lead-to-cash broker management solution for group insurance. We are proud to […]
10 benefits of using a technology platform designed for group insurance brokers
The world of group insurance is undergoing major changes. Insurers used to be brokers’ suppliers; they are now becoming competitors. To stand out, brokers need to increase their service level as well as their added value for their clients. But it’s not that simple. Brokers’ administrative processes are complex, but the technologies supporting them are often obsolete. In fact, many players in the industry are slow to modernize, […]
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 […]
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 […]
