Broker management program Rather than manage your customers, accompany them

Are you looking for broker management software that can do more than “merely” manage customers? BSI’s BiPRO- and GDV-compliant MVP software offers far more than conventional broker management systems do. We invite you to utilize our industry-leading experience in your customer support management and automated portfolio expansion. Pursue every sales opportunity actively and engage your customers on their preferred channel – highly personalized and in line with their pivotal life events.

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360° view Your customers at the center of your universe

All customer information from e-mails, phone calls, chats, and even external insurance companies converges in BSI’s broker management system. Does it contain task management and contact management? Yes. Document management? Included. Contract management? Of course. To ensure that the support you provide is customer-centric.

Flexibility Open technology

BSI’s solution impresses with its high degree of flexibility. It facilitates the seamless integration of marketing and sales automation, support by chat, rate calculators, and comparison programs such as Softfair, MORGEN & MORGEN, and Levelnine. Besides, it improves the accounting controls, for example, when it comes to commissions.

BiPRO and GDV Data import made easy

Needless to say, the BiPRO and GDV standards are incorporated into our broker management system. This feature permits the smooth import and export of data between you and the insurers in your portfolio. Did you know that BSI has been a member of BiPRO since 2012?

NBA and NBO Utilize sales opportunities

The easy entry of third-party contracts. Recommendations for the next pertinent support steps – next best actions (NBA) and next best offers (NBO) – are automatically presented. Cross-selling and upselling opportunities are displayed. With BSI, both account managers and customers benefit.

Usability More time for what is important

Thanks to the powerful features of BSI’s MVP broker management system and its high degree of user-friendliness, it is easy to do the work, resulting in more time for your customers. We harnessed our many years of experience with CRM projects and end customer support and combined it in our software solution.

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Oliver Hechler, Insurance Community Manager at BSI

Insurance brokerage is a holistic process for us: a powerful opportunity to personally accompany customers and actively utilize cross-selling and upselling opportunities.

Your advantages at a glance

In BSI’s MVP broker management system, brokers and non-exclusive agencies will discover everything they need in their day-to-day business. And so much more.

More than mere customer management: customer relationship management

Automated portfolio expansion: uncover your customers’ unmet needs and utilize cross-selling/upselling opportunities

Additional selling time: through simplified communication with the insurers, such as with interfaces like GDV and BiPRO, and marketing and sales automation

Open technology: permits the easy linking of comparison programs such as Softfair, MORGEN & MORGEN, and Levelnine

Broker support: a high degree of usability, a powerful 360° customer view, improved accounting controls (e.g., for commissions), and a lighter burden for in-house sales staff

Seamless integration: in marketing and sales automation to actively utilize sales opportunities

A strong ecosystem: BSI offers multiple partner services that support non-exclusive agencies and brokers with their customer relationship management.

Exceptional customer service

Give your customers the attention they deserve. With BSI’s MVP broker management system, they will have the feeling that you are always there for them. BSI will help you provide impeccable service to your customers. For example, the software solution will flag the missing registration for the vehicle policy. It will guide customers step by step through the claims report and provide individualized, needs-based advice regarding their inability to work, the Riester (private) pension, etc.

Facts and Figures

10%

Portfolio expansion in the average broker portfolio

GDV and BiPRO

Interfaces available

Efficiency increase

Through automated advice

Related Capabilities

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BSI knows your business

Whether sales, marketing or service: you can put our two million code lines and promising solutions together with equal ease – through uncompromising technology, a highly flexible data model and a captivating user experience.

Marketing

Set up trigger-based, highly personalized customer journeys within 15 minutes with BSI. They help you provide an unforgettable experience and maximize your business success.

Sales

BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.

Service

BSI’s guided processes enable more efficient handling of customer issues. This saves you time and money in the long term, and makes your customers happy.

Insight

BSI provides you with powerful analytics, clearly arranged reporting dashboards and the possibility of data-based challenges to your decisions. BSI is your direct access to business intelligence.

Need to talk?

BSI provides answers.

Oliver Hechler, Creator of Customer Delight

+49 89 189 170 912

oliver.hechler@bsi-software.com

BSI for your industry

Banking, insurance, retail are three core industries; three strong communities with “Be Involved” processes. And with BSI, a guarantee of more than just three advantages. We speak your language.

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Banking

BSI is perfectly geared to the regulatory requirements of the banking market, and helps you digitize your customer relationship.

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Insurance

You can not only design the internal processes of your highly complex sales structures to be more efficient, but also enhance the customer experience.

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Retail

BSI supports you with seamless processes along the customer journey – from the cash register to the contact center.