Broker management with BSI Insurance at ERGO

ERGO launches a broker management system

Product: BSI CRM | Industry: Insurance

ERGO will use the BSI Insurance broker management system to support brokers even better and more efficiently. ERGO will operate the insurance solution from BSI CRM in the cloud.

Michael Matzat, Project Manager at ERGO

BSI Insurance – the central information and communication platform – will be operated at ERGO in the Amazon Web Services Cloud and enables multiple management of brokers and contact partners. This means that more than 500 users can access information placed in the broker management system at any time and from anywhere. Furthermore, the system can automatically generate requested documents and provides a comprehensive 360° overview of brokers and contact partners.

“Personal support is extremely important – for the brokers and for us alike. Brokers today want to contact us through various channels. Therefore it makes sense and is efficient to bundle all information through a management system. This makes it possible for our broker reps to also provide information while on the go,” explained Stephan Schinnenburg, Board Member at ERGO Beratung und Vertrieb AG and responsible for broker and cooperation sales.

Particularly decisive for ERGO’s choice for BSI Insurance was the company’s industry experience and knowhow in the area of broker management software.

«BSI supports us in further improving the service for our brokers and cooperation partners.«

Michael Matzat, Project Manager at ERGO


  • A central information and communication platform
  • Multiple support
  • 360° overview 

More about ERGO

BSI Contact Center for ERGO Direkt

CRM solution for contact center, sales and back office

Product: BSI CRM, BSI Contact Center | Industry: Insurance companies

ERGO Direkt is part of the ERGO Versicherungsgruppe and thereby belongs to Munich Re, one of the world's leading reinsurers and risk carriers.

For ERGO Direkt, BSI installed a completely redesigned customer relationship management tool based on BSI CRM, from which the Contact Center, Sales and the back-office all profit.

“We are boosting our closing rate by displaying up-selling potential.”

Peter Goller, Gesamtprojektleiter für das Projekt IKP bei ERGO Direkt

In addition to a comprehensive view of the customer dossier and seamless process support, BSI also realized the integration of phone, e-mail and letter channels as well as series of interfaces to the existing peripheral systems.

More about ERGO Direkt