BSI CRM for Bayerische

Bayerische looks after brokers with BSI CRM for insurances

Product: BSI CRM | Industry: Insurance companies

Bayerische has chosen BSI CRM for insurances to look after its brokers. The insurance group seeks to further improve the service for its brokers.

Bayerische is supported in the sales of its insurance and financial services by independent brokers throughout Germany. To provide the best service for its brokers, Bayerische is launching a modern portal for broker support based on BSI CRM for insurances. The objective is to optimize service, performance and quality in broker sales.

Field sales and internal sales will be equipped with the sustainable solution, which serves as the basis for a comprehensive concept for looking after brokers. Synergy potential in the brokerage service shall be increased through BSI CRM for insurances. The solution also serves as an efficient sales management tool. With BSI CRM, Bayerische profits from a SINGLE solution for sales, broker service, sales management, contextual end-customer sales/service and marketing, away from isolated solutions and towards an integrated solution with corresponding synergies.

“Each user can configure his or her views individually, which will ensure good acceptance. A simple overview of upcoming visits, birthdays, follow-ups and uniform broker prospects administration will contribute to ensuring that our brokers are seamlessly informed and supported,” stated Maximilian Buddecke, Head Broker Sales at Bayerische.

«Each user can configure his or her views individually»

Maximilian Buddecke, Head Broker Sales at Bayerische

Highlights

  • Contact and task management for brokers, including scheduling options through sales support for the broker representative, interaction with Lotus Notes.
  • Comprehensive 360° view of brokers with all essential information, regardless of the channel the interaction has taken place through.
  • Selection options for targeted broker searches.
  • Work lists with a clearly laid out cockpit with tasks, upcoming visits, birthdays, follow-ups and more.
  • Prospects management