XRM Vision

Implement human-scale CRM solutions

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Insurtech lifts off with Dynamics 365 and Azure

More than 10 years ago, XRM Vision brought together world-class CRM experts focused on one goal: to implement human-scale CRM solutions. Integrating their deep client understanding and creativity with flexible solutions like Microsoft Dynamics 365 and Microsoft Azure, XRM Vision create customized tools to help their clients achieve their desired business objectives. Based in Montreal, they employ a unique approach that considers the client’s financial, technical, and industry-specific realities for each project.

A massive new market, insurtech, continues to grow quickly. Valued at $5.48 billion last year, it is expected to reach $10.14 billion by 2025.*

Reimagining an industry

Insurance, one of the oldest financial industries, remains bogged down with legacy systems, manual processes, and set roles for brokers and companies. That status quo changed recently as insurance companies can now bypass brokers and sell direct. Some insurance brokers seized the moment to reimagine their role and turned to XRM Vision for help. The result was TANDEM, a fully cloud-based CRM solution based on Dynamics 365.

The industry-specific features of TANDEM include the ability to scale and the flexibility to respond to industry changes quickly. TANDEM is XRM Vision’s entrée into the burgeoning insurtech market.

TANDEM benefits

Developed with a group benefits brokerage, XRM Vision designed the application to empower brokers to track relevant information easily, which strengthens customer relationships. Brokers can act as their customers’ trusted advisor by adding value to their customers’ entire insurance picture. In addition, using TANDEM improves their efficiency on key functions by 50+ percent.

XRM Vision’s successful rollout convinced a national packaging solutions company to purchase TANDEM. They achieved 25 percent efficiency gains in sales and accounting, new policy implementation, and renewals. New employees reduced their training time dramatically, from six months to one. TANDEM ushers in a new market for Dynamics 365 and the cloud. Brokers have more flexibility to adapt and scale. They can better manage their customers, seize new opportunities, and seamlessly work from home, another value-added feature. Best of all, the success of TANDEM sets the stage for XRM Vision to introduce the application to the global insurance market.

“This prestigious award is the culmination of several years of hard work to design better solutions to achieve maximum impact with our customers, using modern, innovative business practices, and cutting-edge technology. This is what sets us apart—and what motivates us to keep working hard to transform day-to-day operations for organizations.”

- Felix Robitaille, CEO, XRM Vision