Broker Relationship Management (BRM) The CRM for sales through brokers

The lack of CRM support is one of the leading causes of inadequate broker support and new business stagnation for broker advisors. A Broker Relationship Management (BRM) solution is the key to success. BSI has committed itself successfully to the topic of customized B2B support for more than two decades. We give insurers selling through brokers a competitive edge with 360° views of their brokers – because well-supported brokers are better ambassadors.

broker relationship management

Your challenge Non-transparent, inefficient partner management

The reality often looks different: Many insurers don’t have sufficient information about their brokers and lack knowledge about brokers’ business focuses, target groups, etc. The value added by brokers is not transparent to them, and the flow of information is complex and inefficient.

How do you benefit? Happy sales partners

A BRM solution is the perfect foundation for digitizing the insurance sales organization. With BRM, broker advisors have a system that gives them, anytime and anywhere, complete and up-to-the-minute information about the business partners they support.

Our solution Customized B2B support

Increase your efficiency and save precious time. BSI will help you provide customized support to your independent brokers and sales partners. With BRM from BSI, you can focus much more effectively on intelligent sales management.

Why a Broker Relationship Management (BRM) solution?


Increase in broker advisor acceptance


Less preparation time for broker visits


More visits/week with BRM


Dominik Brandt, Head of the Brokerage Services Center, Die Bayerische

With BRM from BSI, it is so much easier to keep a close eye on top-notch partners and be specific in reaching out to potential partners. The preparation for visits is discernibly faster and more efficient. Even ad-hoc appointments are much easier now that I have all the information at a glance.

B2B sales partners Utilize every sales opportunity

The broker sales channel is one of the most critical distribution channels for many insurance companies. Increase your efficiency and save precious time. BSI will help you provide customized support to your independent brokers and sales partners.

Managed processes Step by step toward the goal

BSI impresses with managed processes for the standardized processing of business cases and wows with the mapping of approval processes, such as setting up commission commitments. Seminars and training courses on new insurance products are straightforward to organize.

Usability Spend more time on what is important

We harnessed our many years of experience with CRM projects and combined it in our software solution. With BSI BRM’s powerful features and its high degree of user-friendliness, it is easy to get the work done. Among other features, BSI offers individualized start pages for broker advisers and managers. Brokered contracts, requested quotes and information from customer databases to be used in the communication with brokers can all be accessed with one click.


Frank Thieß, Head of Controlling/Finance, HDI

What has impressed me is the strong enthusiasm with which BSI drives product development, which allows the company to offer new options all the time.

Your advantages at a glance

The Broker Relationship Management (BRM) solution from BSI maps the specific requirements for selling through brokers in one solution and does so clearly. Our customers are particularly enthusiastic about the following features:

  • Individualized start pages for broker advisers and managers
  • Selection options for targeted broker or contact searches
  • Guided processes for the standardized processing of business cases and the mapping of approval processes, such as setting up commission commitments

  • Planning seminars and training sessions, for new insurance products, for example
  • Direct interaction between task and contact management and the sales support units or internal sales
  • A broker’s principal activities and comparison programs are on file
  • A view of everything with a single click: brokered contracts, requested quotes, and canceled contracts
  • Mapping broker status, broker type, and sales hierarchies

«As a software provider with an insurance focus, we have created a new standard for sales through brokers.»

- Oliver Hechler, Insurance Community Manager, BSI

In good company

When it comes to supporting their independent brokers, prominent insurance companies count on the customized B2B sales partner support from BSI BRM to support their independent brokers. They include Basler Versicherungen Germany, ERGO, Rhion, die Bayerische, Gothaer, HDI, ProTect and Nürnberger.

Related Capabilities


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.


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.


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


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.


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

BSI Customer Suite

Provide a truly compelling customer experience with seven products – all in one solution.