Digital Transformation for Group Insurance Brokerage Firms

Embark on a change that will set you apart from your competition, offer unparalleled service quality on the market, empower your employees and customers with our cutting-edge technology platform.

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Discover the flexibility of TANDEM

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

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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)

Documents: Not included
Signature: Not included
Portal x3: Not included
Customer service: +$40/user/month

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BROKERING

295 $
(PER USER, PER MONTH)

Documents: Per policy
Signature: Per policy
Portal x3: Optional
Customer service: +$40/user/month

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TPA

495 $
(PER USER, PER MONTH)

Documents: Included
Signature: Included
Portal x3: Included
Customer service: +$40/user/month

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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.

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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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.

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