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