Join XRM Vision for a FREE conference on Tuesday, September 21, at 1:30pm, with our guest, Christine Wyatt from Empire Life.
Christine Wyatt Director, Group Digital Channel at Empire Life, and Dina Michelle Dussault, Account Manager at XRM Vision, will explore the different levels of technology adoption among group insurance brokers:
Over the course of this 30-minute conference, several hot topics will be discussed:
- What are the various levels of maturity of the different stakeholders in the insurance ecosystem? Group insurance brokers, learn why advisors play a key role to guide their customers and make data-driven decisions.
- Is there a difference between Pre-Covid and Post-Covid Era in group insurance technology? The conference will allow brokers to take an introspective look at crisis management, but also to learn about some of the technology trends that will become common practice after COVID.
- What does the future of group insurance brokers hold in technology? Empire Life will share with you what the future holds for brokers in terms of technology. How does it play out in the daily life of brokers?
- How has Empire Life adapted with the technology trends? Brokers, find out how to make the best out of your situation and come get inspired by Empire Life’s new technology trends.
Register now or scroll down to learn more about the speakers.
Director - Group Digital Channel,
Christine Wyatt earned her Bachelor of Science from University of British Columbia. She is now the Director of the Group Digital Channel at Empire Life. She has worked in the industry for over 15 years. With a great perspective on Group business, Sales and technology, she has been a key driver behind digital solutions that are making it easier to do business with them.
XRM Vision - TANDEM
Licensed in both casualty and group insurance, Dina has embarked on a career of helping companies realize their full potential. Sales professional, she has over 25 years of consultative selling, innovative solutions and account development. Her fabulous career path has allowed her to understand the needs of advisors and to be aware of the constant evolution of the insurance market.
TANDEM: a solution specifically designed for group insurance brokers
With TANDEM, you can now centralize your data on a single platform, automate your processes from sales to policy management and remain focused on what you do best: running your business
XRM Vision, the founding company of TANDEM, has been named Microsoft's Business Application Partner of the Year 2020, providing Microsoft solutions exclusively across Canada since 2007.
TANDEM: The head start you need to get in front of your competition.
About TANDEM, powered by XRM Vision
XRM Vision is a people-focused 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 are proud to have been named “Business Application Partner of the Year” by Microsoft in 2020. Based in Montreal and boasting more than 60 experts, XRM Vision enables medium-sized and large companies to leverage the full potential of the processes and solutions that it offers, while its customers focus their efforts on providing an exceptional customer experience.
With TANDEM, we help insurance brokerage firms transform and automate their processes. From presales processes to policy activation, our broker management system lets brokers focus on what they do best: serve their clients.
For more information, visit xrmvision.com.
Source: XRM Vision