TANDEM: all-in-one solution for group insurance brokers

Group insurance brokers, how do you deal with double data entry and time-consuming administrative tasks?  

With TANDEM, you can now centralize your data on a single platform, automate your processes from sales to billing and remain focused on what you do best: running your business.

TANDEM : The head start you need to get in front of your competition.

SEE TANDEM IN ACTION ASK FOR A DEMO

TANDEM values your information

43%

Increased productivity
Our customers experience a 43% increase in their productivity. Forget about redundant data entries and reduce your risk of errors

10 sec.

Automated
document creation

10 seconds: that’s all you’ll need to generate a policy with TANDEM!

100%

Your information
is safe with us

The servers in your offices are a thing of the past. TANDEM is 100% cloud-based, hosted by Microsoft in Canada

Broker

Support all your external group insurance brokers with a system designed to standardize and automate all your processes.

Brokering

Get a 360-degree view of your business and manage your entire sales cycle and database in one place.

Policy Management

Offer unparalleled customer service with portal access and close monitoring of daily policy management tasks.

PROSPECTING
  • Monitoring of prospecting activities
  • Lead management
  • Marketing campaign creation
SALES MANAGEMENT
  • Automatic document generation
  • Flexible quotes
  • Client communications management
POLICY MANAGEMENT
  • Policy Activation
  • Renewal Management
  • Calculation of Payroll Deduction and Taxable Benefits
CUSTOMER SERVICE
  • Client follow-up
  • Call centre
  • Holistic view of clientele
CONTRACT MANAGEMENT
  • Connection with insurers
  • HR system integration
  • Membership management

CRM

BROKERING
best value

Fees may be added based on your company’s needs. Do not hesitate to contact us for more details.

TANDEM / RBC Assurances Conference

What changes were observed in the group insurance industry, before and during the pandemic? Carlee Bartholomew, Regional Vice president at RBC Insurance, will talk about it.

View the recording (French)

TANDEM / EMPIRE LIFE Conference

Christine Wyatt from Empire Life will tell us everything about the Impact of Technology on Group Insurance.

View the recording (English)

Contact

our phone

514-819-9094

    XRM Vision is a human-sized CRM consulting firm driven by leading-edge expertise and commitment to our clients’ success. We have been specializing in designing and implementing customer relation management solutions for over 10 years based on Microsoft Dynamics 365 technologies.

    We guide sales, marketing, and customer service professionals to unleash the full power of the processes and solutions we offer so they can focus on creating an exceptional customer experience.

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