digital transformation

Est-ce sécuritaire d'utiliser le cloud?

Is the cloud safe? Myths and facts.

by Cindy Honoré • 28 August 2020

Cloud technologies have been embedded in businesses for years now. However, many managers are still reluctant to make the leap. As the pandemic increases reliance on remote work, the benefits of a cloud computing platform are undeniable: data is accessible anytime, anywhere. But what about the disadvantages? What about data security in the cloud? What […]


How TANDEM is transforming the group insurance industry?

by Patricia Rivas • 11 August 2020

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 […]


XRM Vision wins the 2020 Microsoft Canada IMPACT Business Applications Award

by Patricia Rivas • 5 August 2020

XRM Vision is proud to announce it has won the 2020 Microsoft Canada Business Applications IMPACT award. These annual Canadian awards recognize Microsoft partners that have focused on bettering the lives of Canadians, aligned their efforts with customer excellence, and who have created innovative solutions leveraging Microsoft products, service and technology.  “I’m extremely proud of my team today,” said Félix Robitaille, president of […]


How Centris improved employee retention and customer satisfaction with our solution 

by Patricia Rivas • 27 April 2020

Over the past decade, there have been many new technologies which have revolutionized our daily lives. Sooner or later, companies will need to modernise themselves in order to stay competitive and satisfy the changing behaviour of consumers. In fact, this is even more true for compagnies offering technological tools.  This reality rang true for Centris, who we had the pleasure […]


10 benefits of using a technology platform designed for group insurance brokers 

by Patricia Rivas • 20 April 2020

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, […]


8 ways to stay productive while working remotely with Microsoft technologies

by Patricia Rivas • 16 April 2020

So far, XRM Vision has not talked much about the COVID-19 pandemic. We do not want to exploit the current critical circumstances from an entrepreneurial perspective. However, technology plays a critical role in supporting the every day work of businesses. Over the last weeks, millions of people have switched to working from home. This was […]


Increase revenues, optimize efficiency, and reduce losses with Power Platform and Dynamics 365

by Patricia Rivas • 25 March 2020

Many entrepreneurs underestimate the impact of inefficiency. In an era of increased competition, companies that do not continually optimize their processes risk being outperformed by proactive competitors. In fact, with today’s labour scarcity, increasing process efficiency and limiting losses is often a matter of survival.  Many technologies allow companies to maximize their efficiency and generate more revenue. This article shows you […]


Four reasons to talk to a Customer Success Manager to get the most of your technology projects

by Patricia Rivas • 6 December 2019

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

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 […]


Our 5 most popular articles of the year

by Patricia Rivas • 22 January 2019

It is good to look back on the highlights of the past year as 2019 begins. Here is a list of the articles that interested you the most in 2018.  5- 5 Quebec-born companies that achieved a successful digital transformation  If you had to name companies that shine because of their digital strategy, Amazon, Uber […]



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