TANDEM: all-in-one lead-to-cash solution for insurance brokers.
We expertly guide insurance organizations through their business transformation and processes automation. We believe that this shift is critical to their growth and it is in the spirit of leveraging the full potential of brokers that TANDEM was created. Brokers should remain focused on what they do best – running their business.
XRM Vision, the founding company of TANDEM, has been named “Business Application Partner of the Year 2020” by Microsoft. Since 2008, it exclusively provides you with Microsoft solutions across Canada.
Your competition already has an edge with TANDEM. Get in touch to reach the next level.
Discover the flexibility of TANDEM
Managing the group insurance business processes and the database on a unique platform will make your employees’ lives easier.
TANDEM values your information
Our customers testify
- Monitoring of prospecting activities
- Lead management
- Marketing campaign creation
- Automatic document generation
- Flexible quotes
- Client communications management
- Automated calculation
- Broker portal
- Flexible commission agreements
- Client follow-up
- Call centre
- Holistic view of clientele
- TPA adjustment
- Accounting system integration
- Accounts receivable/payable
- Connection with insurers
- HR system integration
- Membership management
The Future of Group Insurance Brokers in 2020
The 4 Best Broker Practices in the Era of Online Shopping
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.