Tied Agent Management (TAM) Make smart use of the potential hidden in your customer database

Customers have high expectations of the professionalism of the support they receive. However, to meet those, insurance agencies often have to gather the information they need painstakingly from various systems. With the Tied Agent Management (TAM) solution from BSI, you have all the information related to customer support available to you in one central location and can accompany your customers through any life situation. TAM from BSI is the CRM for exclusive sales.


Hybrid support How do you control your processes?

A hybrid support system offers customers and agencies the best possible support – locally as well as remotely. With TAM, you can accurately identify gaps in a customer’s insurance protection, find old policy statuses, and pinpoint the optimization potential of existing policies. Suitable closing stages aid brokers in their customer support.

Your challenge Target group-relevant outreach

Utilizing the available sales force as well as possible in exclusive sales requires the transparent and purposeful handling of information. Coverage gaps can quickly lead to the erosion of premium income and are untenable in the long term. Brokers who want to support their customers sustainably cannot do without target group-relevant outreach.

How you can benefit Score points with a hybrid support system

With the Tied Agent Management from BSI, you can define 360° views and build efficient processes for your business cases. Data is analyzed transparently, enabling you to support your customers efficiently. This approach ensures maximum premium income development and customer service at the highest level.

Our solution Make smart use of the potential hidden in your customer database

BSI offers collaborative tools for targeted customer outreach. Using business type-transcending 360° views such as master data, customer-specific information, and contact history, you can transparently display each customer’s development and respond promptly to any personal changes in their individual life phases.

Why Tied Agent Management (TAM)?


More customer satisfaction thanks to the hybrid support concept

+ 20%

More insurance gaps identified

+ 30%

More cross-selling and upselling with TAM

Gothaer Logo

Sebastian Wertenbruch, CRM System Manager at Gothaer

Instead of jumping back and forth between different applications, the users can do everything in a single system. BSI offers many advantages. Our colleagues in independent field sales who already converted their agencies and have been working closely with BSI CRM explicitly attest to that.

Related Capabilities


BSI BRM is a modern platform for controlling your broker sales – out of the box and flexibly adaptable without development effort.


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 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.



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



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



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

BSI Customer Suite

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