Hauptsitz der SIGNAL IDUNA mit moderner Glasfassade – Symbolbild für BSI Software als Partner im Versicherungsbereich.
Freundliche Contact-Center-Mitarbeitende mit Headsets beraten Kundinnen und Kunden im modernen Omnichannel-Umfeld und sorgen für exzellentes Customer Experience Management sowie effizientes Customer Relationship Management mit einer digitalen CRM-Lösung.

The challenge

SIGNAL IDUNA serves millions of customers – the company receives thousands of requests every day, both in writing or by telephone. Different systems, media breaks and parallel processes led to high efforts and opaque workflows. The question was clear:


How can you create scalable service quality that inspires customers and reduces the workload for employees?

The solution: an intelligent, uniform CRM for everyone

The answer lies in the BSI Customer Suite. It connects what was previously separate:

  • 1,100 employees work on one platform;
  • 3.2 million customer requests processed since March 2024;
  • Standardized processes across all divisions – from contracts to collection.


A particular highlight: competent-based single push routing. Each request is assigned to the appropriate employee in real time – based on urgency and expertise. This way, the right cases are assigned to the right person at the right time.

Michael Hamann, Signal Iduna

«In BSI, we have a strong partner who understands our individual challenges and helps us to create a standard for the entire organization.»

Michael Hamann

Product Owner SIGNAL IDUNA

The result: customer service with a wow effect

The benefits are immediately apparent:

  • Transparency: internal and external sales have the same 360° customer view;
  • Efficiency: shorter processing times, quicker responses;
  • Flexibility: real-time control of large amounts of data;
  • Acceptance: excellent user feedback already during the introductory week.
Markus Reick, Signal Iduna

«SIGNAL IDUNA has created a leading solution in the European insurance market with the comprehensive use of BSI in operations and sales based on a uniform data supply.»

Markus Reick

Tribe Lead IT Area SIGNAL IDUNA

Looking ahead

The project is more than just an IT implementation – it’s a cultural transformation. The next steps are already clear:

  • Integration of health insurance services and claims processes;
  • Expansions in sales with modern interfaces and workflows.


This creates a continuous service process across all touchpoints – from initial contact to long-term customer relationships. 

Conclusion

SIGNAL IDUNA impressively shows how technology, teamwork and partnership enable service excellence.


This story is more than an IT project – it’s an example of how, with courage, clarity and the right partners, insurance companies are redefining customer service. The result: delighted customers. Empowered employees. Service that points the way to the future.

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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).