BSI CRM as an agency CRM system at HDI

HDI Vertriebs AG, part of the Talanx Group, introduces BSI Insurance in exclusive xales.

Product: BSI CRM | Industry: Insurance

BSI has gained HDI as an insurance customer. The assignment involves the development of a new agency CRM system for the exclusive sales at HDI Vertriebs AG. The aim is to further boost the efficiency and effectiveness of exclusive sales, thereby improving the customer experience with BSI CRM.

HDI, one of Europe’s largest insurance groups, intends this project to respond to changing customer expectations within the scope of the digital transformation: in addition to an agency’s administration processes, the lead process, prospective customer management and tracking of the sales process shall be improved by the introduction of CRM. The basis shall be provided by the 360° customer view, which enables staff to provide comprehensive customer consultation and individual support. The aim of the CRM introduction is to significantly boost the efficiency and effectiveness of exclusive sales. The solution shall also support multichannel sales.

Multichannel sales in the digital world

In addition to the technical expertise, the highly developed industry standard and experience in the development of agency systems, HDI was also convinced by the cooperative partnership with the BSI team and the sustainability of the system. The goal is the to ease the everyday work of agents with automated business processes, data exchange and retrieval, activities planning, appointment and existing customer management as well as business topics pertaining to the agency.

Highlights

  • Multichannel sales with a central 360° customer view
  • Digitalization and automation of business processes
  • Self-service applications for enhanced efficiency and an improved customer experience