BSI CRM for Swiss Life

Management and reporting of customer and contract data

Product: BSI CRM | Industry: Insurance companies

The Swiss Life Network replaced its outdated CRM system and substituted the application with BSI CRM. The new software enables the management and reporting of customer and contract data.

The CRM solution also supplies continuous opportunity management both for the Swiss Life Network and its business partners. This means that sale opportunities are forward centrally to the local network partner in the CRM system and then processed locally. 

“It was the great understanding of the project team at BSI, which was ready to delve into our complex structures and processes all the time, that enabled us to master this challenge.”

Madeleine Simmler Weiss, Senior Staff Specialist for CRM at Swiss Life Network

Highlights

  • Depiction of the rather complex company structures and business relationships in the CRM
  • Wide-ranging interface connections to peripheral systems, such as the calculating and reporting tool as well as an archiving solution.