Group insurance brokers,
use a CRM designed especially for you!

Join our FREE TANDEM webinar in English

January 20, 2022

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.

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Download our eBook!

Fill out the form below to receive your guide and learn how to improve customer retention in 5 steps. All free of charge!

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.

Download our free CRM process evaluation kit!

Fill out the form below to receive our CRM process maturity assessment kit free of charge.

More:

  • Access to our online diagnostic tool
  • Receive our best advice via email once a month (only by choosing to subscribe to our newsletter)

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.