Roland Schäfer
Die Stuttgarter
BRM for B2B insurance sales
Stuttgarter Lebensversicherung a.G. has selected BSI BRM to continue to enhance its sales partner support.
About Die Stuttgarter
Since 1908, Die Stuttgarter has been a steadfast partner in individual retirement plans, risk coverage and corporate retirement plans. The company distinguishes itself with financial strength, innovative solutions and consistent customer proximity.
"With BSI BRM, we are able to achieve the digital transformation of our sales partner support. We are excited to benefit from the industry standard and regular releases in close cooperation with BSI so we can drive the continuous development of the solution together."
About the project
Die Stuttgarter uses the Broker Relationship Management solution as a CRM software solution specifically tailored to the needs of independent sales partners and customized to B2B insurance sales.
New synergies with the 360° view
BSI BRM facilitates a 360° view of key sales partner and sales figures. In addition to the uniform sales partner and prospect management, a user-friendly overview of various contact opportunities and dates helps ensure that the sales partners receive information and support seamlessly.
Communication history for even more customer orientation
The platform provides comprehensive insights into the partners’ communications and history while at the same time supporting them with guided processes in accordance with the high quality standards of Die Stuttgarter.
Marketing automation interfaces available
In addition to a uniform contact point for agent support, the solution also provides the technical prerequisites to incorporate marketing through marketing automation interfaces.
Insurance solutions
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).