Die Stuttgarter BRM for B2B insurance sales

Stuttgarter Lebensversicherung a.G. has selected BSI BRM to continue to enhance its sales partner support.

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360°

customer view

+100

years

513k

policies

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.

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Roland Schäfer, Senior Department Head at Stuttgarter Lebensversicherung a.G.

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.


BSI for Insurance

BSI helps make the internal processes of your highly complex sales structures more efficient. And what’s more, it also enhances the customer experience.

Your next best action: BSI.

Your next best step: Link your goals to BSI.

Oliver Hechler, Creator of Customer Delight

+49 89 189 170 912

oliver.hechler@bsi-software.com

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