HDI, a digitization pioneer, counts on BSI’s CRM solution in exclusive and direct sales, its broker section, and customer journey management.
Success Story
Customer journey management with BSI
Success in numbers
360°
customer view
17,6 %
newsletter opt-in rate
500
million records
"We want to accompany our customers and support them as well as possible in their day-to-day lives. That is our focus, and BSI helps us accomplish it."
About the project
HDI Vertriebs AG commissioned BSI to design a new agency CRM system for its exclusive sales, direct sales, and brokerage sections. The goal was to improve efficiency, support omnichannel capability, and secure HDI’s competitive advantage with innovative solutions.
CRM with 360° customer view
The project, called AgenturPLUS, was HDI’s response to changing customer expectations as part of its digitization efforts. In addition to enhancements to agency administration processes, implementing the CRM also improved the lead process, sales process support, and opportunity management. HDI’s sales partners in the brokerage section also benefit from BSI as a useful tool.
Customer journey management
HDI uses BSI for customer journey management as well. The goal is to engage the right customers, prospective customers, and sales partners with the right topic at the right time and on the right channel. In short, the goal is to delight customers in real time. With BSI, HDI can design and run personalized and automated customer journeys from a single system, and it can support its customers based on their actions and needs.
"What makes BSI different is its customer proximity. BSI does not provide you with a standard. In-stead, you can actively participate in the development of the roadmap."
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).