Baloise Sachversicherung AG Deutschland and Baloise Bank SoBa operate together as a focused financial services provider, a combination of insurance and banking. They are leaders in Switzerland in integrated insurance, pension and capital formation solutions for private customers as well as SMEs.
«Besides the central database and the 360° sales partner view, our employees benefit from the simplified sales planning with automated real-time reporting and individually configurable summaries for optimized sales management and efficient offer management.»
In addition to the Swiss parent company and its sister company in Liechtenstein, Baloise Sachversicherung AG Deutschland in Germany has also put its trust into BSI as its CRM partner.
BSI supports the systematic consultation process and leadership approach and simplifies the work in field sales. With the central CRM solution, employees can view all relevant customer information at a glance, manage leads, or easily prepare for meetings with customers. The customer service center and other distribution channels are integrated into BSI.
With BSI, customers can provide personalized support to prospective and current clients while simultaneously reducing costs. Rather than continuing to rely on expensive, elaborate advertising campaigns with impersonal content and large target groups, the Baloise Sachversicherung AG Deutschland customer management team shifted to BSI’s Digital Experience Platform with trigger- and data-based micro-journeys and smaller target groups.
Baloise Life (Liechtenstein) also relies on BSI to offer its business partners a holistic support experience. Its employees benefit from a 360° sales partner view (asset managers, banks, and depository banks). The goal is to improve efficiency in lead and sales processes and optimize service quality.
Baloise Sachversicherung AG Deutschland in Germany counts on BSI for broker relationship management and its contact center to simplify broker inquiry processing. About 150 employees in sales and other parts of the company work with BSI to support the approximately 4,000 sales partners in exclusive and broker sales.
«Thanks to the templates and steps, I was able to click together my story with BSI CX in just 30 minutes.»
There are many reasons why most insurance companies in Germany count on the BSI Customer Suite. One of them is called Digital Operational Resilience Act (DORA).