Group insurance brokers,
Boost your sales and improve your client relationships:
With a CRM such as TANDEM, give yourself the opportunity to better manage your sales processes and therefore spend more time with your clients!
Follow the evolution of each prospect in a sales funnel, whether it is for a new customer or a renewal.
- Freely design and create templates for coverage options, medical parameters, etc.
- No more copy-paste : TANDEM CRM syncs all of your Outlook communications.
- Direct access to documents shared with your team.
Enjoy greater efficiency and administrative automation
Whether it’s your policy or renewal, TANDEM CRM takes care of your entire brokerage process. And all this while ensuring that your data remains centralized in one place.
- Reduce time-consuming administrative work,
- Optimize team efficiency,
- Calculate payroll deductions and taxable benefits with tax optimization.
CRM TANDEM: user-friendly and convenient
- View customized dashboards for each department, such as sales, administration, etc.
- Create reports tailored to your business requirements.
- 360 degree view of your clients gives a detailed snapshot of their expectations and in-depth monitoring.
TANDEM : The head start you need to get in front of your competition.
We guide insurance firms in their transformation and process automation. We believe brokers should stay focused on what they do best: running their business.
XRM Vision, the founding company of TANDEM, was named “Business Application Partner of the Year” in 2020 by Microsoft, exclusively providing Microsoft solutions across Canada since 2007.