LP-tandem-en

The Future of Group Insurance Brokers in 2020
by Patricia Rivas • 15 January 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
by Patricia Rivas • 14 January 2020

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
by Patricia Rivas • 28 April 2019

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 […]

No More Items

Subscribe to our newsletter

Fill out the form below to receive regular updates on XRM Vision

Download our eBook!

Fill out the form below to receive your guide and learn how to improve customer retention in 5 steps. All free of charge!

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.

Download our free CRM process evaluation kit!

Fill out the form below to receive our CRM process maturity assessment kit free of charge.

More:

  • Access to our online diagnostic tool
  • Receive our best advice via email once a month (only by choosing to subscribe to our newsletter)

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.