Companywide CRM introduction at Visana

Customer will be “thoroughly well served” with BSI CRM

Product: BSI CRM | Industry: Insurances

The Visana Group, one of the largest insurance groups in Switzerland, wants to position itself as a service leader in the insurance world. Towards this end, Visana sought a companywide CRM solution and chose BSI as a partner.

With its promise, "Rundum gut betreut" (thoroughly well served), Visana places the focus on its customers. That is why the insurance company evaluated CRM solutions that should technically support the customer promise. After a convincing proof of concept by BSI, Visana chose BSI CRM, which will now be rolled out in two phases: The corporate customer department will be connected in summer 2017, and the private customer department, claims, finances, sales and marketing will follow in spring 2018.

“BSI CRM ideally covers the crucial key points of our digitalization strategy.”

Markus Mutti, System Management Department Head and CRM Project Manager at Visana

The campaign management in BSI CRM will also be used. The goal is to address customers in a dynamic and event-oriented manner based on the holistic 360° customer view, to increase contact frequency and to provide a tailored consulting and sales experience.

“BSI CRM ideally covers the crucial key points of our digitalization strategy. BSI CRM also best fit into our system landscape,” explained Markus Mutti, System Management Department Head and CRM Project Manager at Visana.

Highlights

  • Companywide CRM solution
  • 1,000 users with direct customer contact
  • Solution close to the standard
  • Standard interface to the core system Syrius
  • Integrate customer communications across all channels and touchpoints
  • Event-orient customer approach 

More about Visana