HDI: The first large BSI Studio customer

There is good news from our Studio world: We are pleased to present HDI, our first large BSI Studio customer. HDI counts on our state-of-the-art digitization platform to delight customers with automated customer journeys in real-time. How this works and why the digitization of customer relationships has moved from being an option to becoming a key success factor, Ralf Wechsler, Head of Direct Sales at HDI Vertriebs AG, shared with curious visitors in the compelling talk he delivered as part of the Sales & IT trade forum.

On November 27, 2018, insurance experts from IT and the insurance industry convened at the 10th “IT for Insurance Companies” Convention to learn about the latest technological developments and IT trends in the insurance industry. In addition to a large trade show, the Convention provided a versatile professional program. As part of this program, our valued customer, Ralf Wechsler, Head of Direct Sales at HDI Vertriebs AG, shared exciting information about how insurance companies can drive the digitization of their customer relationships, ensure success with creative planning and the efficient execution of customer journeys, and align service, sales, and marketing to the customer.

The foundation for digital customer relationships

In his outstanding presentation, Mr. Wechsler, an expert in this field, provided plenty of facts and figures about how to address the right customer (or prospect or sales partner) at the right time with the right topic in the right channel – in short words: about how to delight customers in real-time with automated customer journeys.

With the introduction of its new BSI Insurance-based agency system, HDI is creating the foundation for the digitization of its customer relationships and their continued interdisciplinary development. This process entails the input of approximately 500 million records into the central CRM solution.

A large-scale project with all-around added value

Ralf Wechsler, Head of Direct Sales at HDI Vertriebs AG

HDI expects this large-scale project to result in structural benefits, enhanced customer experiences, and a better user experience, as Ralf Wechsler pointed out in his inspiring talk.

"BSI Insurance is the central system and starting point for all matters related to our customers. To provide a seamless customer experience, BSI Insurance is part of the Talanx Group’s application landscape, which means that the data is harmonized from the various sources.

Our users benefit from a centralized 360 ° view of all HDI customers and contracts, and all available data. Customer documents are linked to individual customer records and can easily be retrieved. Users themselves can update and change partner data efficiently."

Automated campaigns that can be decentralized

The key aspect is that the central CRM solution with its integrated offer processes is also a foundation for decentralized campaigns and systematic customer contact across all channels. To facilitate this, HDI will be linking BSI Studio, the innovative digitization platform, to its CRM solution. With BSI Studio, HDI can offer its customers the services that are relevant to them exactly when they need them. BSI Studio identifies the customer and uses relevant behavioral information to offer customers relevant, personalized content at the right time and in the right channel.

The digitization platform BSI Studio uniquely combines data, touchpoints and customer journeys into one solution

A digitization pioneer

We are pleased that HDI, the large and innovative insurance company, has assumed the role of a digital pioneer by implementing BSI Studio. By doing so, it is putting the customer experience in the center of the action. By having valuable customer interactions in real-time and with a centralized customer view, HDI is gaining a significant advantage over its competitors. The Company hopes that customers, in turn, will appreciate the enhancements with loyalty and complementary services.