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.

SEE TANDEM IN ACTIONASK FOR A DEMO

Discover the flexibility of TANDEM

Managing the group insurance business processes and the database on a unique platform will make your employees’ lives easier.

Join us in our FREE webinar

REGISTER HERE

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

Our customers testify

Alliance Solution Collective

Nexim

Broker

Support all your external 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.

TPA

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
COMMISSIONS
  • Automated calculation
  • Broker portal
  • Flexible commission agreements
CUSTOMER SERVICE
  • Client follow-up
  • Call centre
  • Holistic view of clientele
INVOICING
  • TPA adjustment
  • Accounting system integration
  • Accounts receivable/payable
CONTRACT MANAGEMENT
  • Connection with insurers
  • HR system integration
  • Membership management

CRM

195 $
(PER USER, PER MONTH)

Customer service: +$40/user/month

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BROKERING
best value

395 $
(PER USER, PER MONTH)

Customer service: +$40/user/month
0.35$/participant/month

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TPA

595 $
(PER USER, PER MONTH)

Customer service: +$40/user/month
0.35$/participant/month

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

Contact

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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Your customers expect an outstanding service experience and personalized support from you. XRM Vision provides you with the best practices and technological tools to build customer loyalty, support your growth and improve your productivity.

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More:

  • Access to our online diagnostic tool
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Based on the Capacity Maturity Matrix, our methodology will help you assess the maturity level of your business processes and customer relationship management. With our ebook and the web questionnaire that comes with it, you will be able to identify the next steps to progress based on your specific situation.