TANDEM: all-in-one lead-to-cash 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.


TANDEM values ​​your information


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

10 sec.

document creation

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


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

Our customers testify

Alliance Solution Collective



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


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.

  • 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


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

Carlee Bartholomew,
Regional Vice President at RBC Insurance

View the recording (French)

XRM Vision and Segic sceal a partnership

XRM Vision and SEGIC
are proud to announce
a strategic partnership

Read the Press Release


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    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.

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