https://store-images.s-microsoft.com/image/apps.2898.99cc77fb-7546-44d4-9efe-c06302004943.5526d1aa-fb58-494c-9487-43820b42254e.ed7f4a44-95cc-422d-959f-9282527512de
TANDEM, by XRM Vision - Insurance Broker Solution
by XRM Vision
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What's Test Drive?
Test Drive duration: 2 hours
The Broker Management System of choice for Group Insurance and Employee Benefits Profesionals
Broker Management System and CRM Built for Group Insurance Brokers
We are fully dedicated to providing a meaningful impact to the Group Insurance and Employee Benefits Industry.
Lead Management
- Prospect Qualification
- Lead Management
Sales Cycle Management
- Sales Opportunity
- Bids
- Policy Management
- Full CRM Capabilities
Broker Fee Management
- Broker Contracts
- Fee Management
- Broker Licence Validation
- External Broker Portal
Customer Service
- Groups/Divisons
- Administrator Web Portal
- 360 Customer View
TPA - Third-Party Administrator
- Policy Activation
- Changes to policies
- Renewals
- Employment Termination
- Document Management
Invoicing
- Invoicing
- Debiting Accounts
- Crediting Accounts
XRM Vision is a CRM consulting firm that is driven by leading-edge expertise and a commitment to ensure the success of our clients. For more than 10 years, we have specialized in the design and implementation of customer relationship management solutions based on Microsoft Dynamics 365 technologies.
At a glance
https://store-images.s-microsoft.com/image/apps.20213.99cc77fb-7546-44d4-9efe-c06302004943.865ef79a-bf23-499e-8043-46788af406d1.1274ba53-9090-4bbc-a10f-994bb727d029