Webinar: How to create business-critical communications using Document Automation and Microsoft Dynamics 365 by Key Media Webinars

How can insurance brokers communicate effectively with clients during this pandemic

About

Is your team poised to stay connected and keep customers and key stakeholders well informed as the COVID-19 crisis escalates? These unprecedented times can make communicating with clients, internal teams and partners challenging for insurance professionals—but effective crisis communication is more critical now than ever.

To both serve clients’ best interest and to maintain business growth, MGAs and Brokers must develop crisis communication plans to respond efficiently and rapidly to evaluate how the pandemic is impacting the coverage needs of clients and how they themselves must conduct business.

Join Xpertdoc and XRM Vision in this free webinar to learn the best way to deliver crisis communications through the use of a document automation solution coupled with a CRM software.

WEBINAR ENDED

Agenda

Create highly personalized and compliant documents
Streamline the delivery, and management of omnichannel crisis documents in one centralized, collaborative location
Automate key administrative processes to free up time to focus on your client relationships
Manage Lead-to-Cash processes within one cloud-based application

Presenters

Pierre Gilbert

Account Director @ TANDEM by XRM Vision

Pierre Gilbert has over 25 years experience in the Information Technology field. He worked with companies from different industries answer different challenges. In the last years, he worked closely to help companies in their digital transformation, using the Cloud as a mean to assist retailers, manufacturers, distributors and services industry enterprises to take full advantage of how technology can open new markets, streamline operations and to adapt to evolving markets.

Abdoul Balde

Business Analyst, Group Insurance @ TANDEM by XRM Vision

Abdoul Balde has close to a decade of experience in the IT and Financial Services industries. He joined XRM Vision 3 years ago and has been a part of TANDEM since the very start. He has allowed TANDEM to become the full fledge platform that it is today. He is passionate about data analytics, team sports, traveling and discovering new technologies.

Eric Batangan

Partner Sales Executive @ Xpertdoc

With over a decade of software sales and marketing experience, Eric Batangan is responsible for leading sales and managing partners in the Americas and United Kingdom for Xpertdoc. In partnerships with companies like XRM Vision, he has helped bring document generation technology to help simplify and automate sophisticated document processes.

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