Broker Workplace (BWP) Rather than manage them, accompany your customers

Are you looking for broker management software that can do more than “merely” manage customers? The BiPRO and GDV*-compliant Broker Workplace solution from industry leader BSI will aid you in your customer support and the digitized growth of your premium income. Start delivering your outreach initiatives to your customers’ preferred channels – highly personalized and in sync with their life events. This approach is an effortless way to support your existing customers and expand your customer base.

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Status quo Are you looking for a broker management program 2.0?

There is a wealth of customer management programs available in the vendor marketplace for pools, underwriting agents, sales organizations and large brokerages. If you no longer want to base your success on isolated applications but instead want to elevate your customer outreach to the next level, it is time to take a fresh approach.

Your challenge True sales support

As the word “management” in “broker management program” already suggests, sales teams often benefit very little from such systems. In their work, today’s sales organizations need ample connectivity and the ability to respond to their customers’ needs with agility and flexibility. This approach is the only way to facilitate steady and sustainable growth in the future.

How you can benefit Close the sale with purpose

The provision of automated recommendations about appropriate next steps in the form of Next Best Actions (NBA) and Next Best Offers (NBO) and the presentation of cross-selling and upselling potential – a state-of-the-art broker workplace solution provides that and much more. It ensures that your sales organization has the best possible support and everything it needs to provide customized support to your customers in sync with their major life events.

Our solution Smart premium income growth with BSI

The Broker Workplace (BWP) from BSI compels with its high degree of flexibility. It facilitates the seamless integration of marketing and sales, chat support, rate calculators, and comparison programs such as Softfair, MORGEN & MORGEN, and Levelnine. Plus, BWP from BSI enhances your controlling, for example, when it comes to commissions.

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Oliver Hechler, Insurance Community Manager at BSI

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

Your advantages at a glance

The Broker Workplace contains everything brokers and non-exclusive agencies need in their day-to-day business. And so much more.

  • Customer relationship management: More than mere customer management
  • Automated premium income growth: Uncover your customers’ unmet needs and utilize cross-selling and upselling opportunities
  • More time to sell: Free up time for sales as a result of simplified communication with insurers, such as through interfaces like GDV* and BiPRO, and with marketing and sales automation
  • Open technology: It 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, enhanced controlling (e.g., for commissions) and a lighter workload for your in-house sales staff
  • Seamless integration in marketing and sales automation to actively utilize sales opportunities
  • A powerful 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 BWP from BSI your customers will feel like you are always there for them. BSI will support you in providing exceptional service to your customers: It will flag the missing vehicle policy registration; it will guide customers through the claims report step by step; it will provide individualized, needs-based advice regarding a customer’s inability to work, about their Riester pension, and more.

Why Broker Workplace (BWP)?

10%

Growth in the average total of a broker’s premium income

GDV*

GDV* and BiPRO interfaces available

15-30%

Increase in efficiency through automated support

Additional information

*GDV = German Insurance Association (Gesamtverband der Deutschen Versicherungswirtschaft)

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.

Next Best Action: BSI

The next best action: Network your goals with BSI.

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.