InsurTech Spotlight: XRM Vision

XRM Vision

Company: XRM Vision


Business Category: A technology provider of InsurTech tools to insurance practitioners

Maturity Status: Startup (less than 3 years since product went into production)

Product or Service: TANDEM cloud solution

Area: Life & Health insurance

XRM Vision is a leading provider of Microsoft Customer Relationship Management (CRM) solutions and insurance software products. We have established over 400 solutions over the years. After designing custom solutions for several insurance companies, we wanted to ensure a strong compatibility between our expertise and that of the brokers. We teamed up with a few of them and developed a platform that truly addressed their needs. That is how TANDEM came to be.

We are proud to say that TANDEM is the only fully integrated, scalable, cloud-based system for group insurance brokers in Canada. Here is how this all-in-one lead-to-cash solution transforms this industry:

What makes us an InsurTech:

TANDEM is a cloud computing solution that centralizes CRM and policy management on a single platform. It allows group insurance brokers to improve business processes, from prospecting to invoicing; automate administrative tasks; and avoid manual data entry errors. TANDEM includes the following features:

  • Opportunity tracking and lead management;
  • Sales management (request for proposals, quote presentation document, etc.);
  • Commissions management;
  • Policy management (activation, renewal, etc.);
  • Plan administration (TPA, calculations of payroll deductions and taxable benefits, etc.).

Major features & technology used:

TANDEM is entirely built upon tools from the Microsoft ecosystem, such as Microsoft Dynamics 365 for the CRM, Microsoft Dynamics 365 Business Central for invoicing, Excel online for data import/export and update, SharePoint for document management, Microsoft Azure for data hosting, etc. Leveraging tools from a single ecosystem provides group insurance brokers with a high level of data integrity, unlike other solutions in the market where data export/import to other systems is prone to errors.

News & Updates

See the latest XRM Vision news.

About XRM Vision

XRM Vision brings together several of the best experts in CRM solutions who share a common goal: implement human-scale CRM solutions that can be adapted to the financial, technical and industry-specific realities faced by each of our customers.

Our proven CRM implementation methodology, the keen interest of our CRM consultants and our commitment to ensure each project delivers tangible results, make us an ideal partner when it comes to the growth of your business.

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Source: XRM Vision

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