digital transformation

Group Insurance Brokerage Industry in Canada – Insights

by Patricia Rivas • 19 May 2022
While the group insurance brokerage industry appears to remain stable for the most part, some aspects of the industry are undergoing major transformations: increasing adoption of new technologies, mergers and acquisitions, emphasis on some types of benefits spurred by the pandemic, etc. How do brokerages react to these transformations?   Do they embrace these trends [...]

Mission Transformation Clélia Berguig - XRM Vision

Clélia Berguig : Mission Transformation

by Patricia Rivas • 7 April 2022

Modernizing local businesses? That’s been Clélia Berguig‘s mission for over two years. In this Mission Transformation interview, Clélia tells us about a landmark project that she was proud to be part of. Mission Transformation : The power of a functional architect Along with her XRM Vision colleagues, Clélia Berguig develops and implements business solutions for […]


RBC Assurance conference - image

Review of the TANDEM / RBC Assurances conference

by Cindy Honoré • 5 July 2021

Many of you attended the TANDEM / RBC Assurances conference and we wanted to thank you. This conference would not have been the same without you. To relive the highlights of the conference, here is the review of the TANDEM / RBC Assurances conference! The TANDEM / RBC Assurances conference was held on Wednesday, June […]


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 […]


Microsoft Power Platform + Dynamics 365: Increase revenues, optimize efficiency, and reduce losses

by Patricia Rivas • 25 March 2020

For companies, maximizing efficiency and generating more revenue is a priority. Several technologies facilitate these goals. Discover the benefits of combining Microsoft Power Platform and Dynamics 365.   What’s Microsoft Power Platform?  Microsoft Power Platform is a tool belt that allows companies to analyze, accelerate, and automate their processes. So, you’ll find the famous:  Power Apps, Power Automate, Power BI, […]



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