Health Customer engagement in the health insurance sector

Accompany your customers from the first touchpoint to the last and map their customer journeys in BSI. The solution makes this happen by relying on hyperpersonalization and a multi-channel approach supported by AI. BSI Health is the industry solution for private health insurers and statutory health insurance providers and is specifically adapted to Swiss market requirements.

These companies and many others count on BSI


The solution’s lead management conforms to the specific requirements of the health insurance market and supports agency and direct sales. The integrated outbound process facilitates intelligent, concrete outreach to new customers while also considering statutory data protection policies and industry agreements. The addition of new prospects and leads to the system occurs via social media, websites, competitions, etc. Besides performing a highly accurate check for duplicates, the source records opt-ins and customer interests.


Customer experience

You want your customer to think of you at the right moment. To make that happen, you need to anticipate when your customer has a need – and what that need might be. To address such needs, you can design personalized customer journeys in BSI that offer added value to your customers and accompany them along significant life events.


Integrated partner management

Whether your contacts are corporate customers, individual customers or service providers, BSI combines all relevant data from your contacts in one platform. Your employees can use a tool to communicate with these partners. They can see the relationships between them and can provide pertinent information at any time. Each partner type has its own individual 360° view.


Integration of all touchpoints

Your customer decides which channel to use to contact you – self service, portal, social media, WhatsApp, chat, phone or agency visit. Customers can also initiate every process and change channels for each process at any time. For written communication, you have a comprehensive, integrated communication module to work with.


Michael Schneider, Head of Marketing at SWICA

With BSI CRM, we have been able to accomplish a lot in terms of supporting our individual and business customers, and we have come to know BSI as a reliable and committed partner. So, it only made sense to rely on BSI in the areas of marketing automation and lead management as well, especially since BSI has won us over in terms of its versatility and user-friendliness.

Consistency Offer-application process

The offer-application process includes the seamless transition from prospect to customer. BSI calculates and creates the offers for all stakeholders – end customers, external sales partners, your internal sales organization and customer service. You have the option to have offers signed digitally or manually. The solution then checks the offers and sets them up as policies in your core system.

Customer-oriented Intelligent process control

BSI coordinates all customer-oriented business processes: benefits information for customers and service providers, address changes, policy changes, or complaint management-related tasks.

AI support Intelligent customer relationships

BSI provides powerful AI support to allow you to work with your customers in an even more targeted and intelligent manner. Examples include customer clustering, target group and audience definitions, automatic e-mail classifications and routing or churn detection, and proactive customer contact.

Powerful analytics Benefit from customer insights

Use your customer intelligence to determine which actions are successful with your leads and customers. BSI will give you powerful analytics, clear reporting dashboards and the opportunity to make data-driven decisions.

Tried-and-true standard interfaces


Integrating individual interfaces is our core competence. The following standard interfaces to the most critical systems are already part of BSI:

  • Core system: Adcubum Syrius
  • Offer system: Adcubum Syrius 0A,
  • Archiving system: Filenet and others
  • Data warehouse: various systems
  • Telephony: various CTI and ACD systems, Skype4Business, Genesys
  • Swisscom directories
  • Groupware: Outlook and Lotus Notes (people, appointments, tasks, e-mails)

Learn more

Next best action: BSI

The next best action: Network your goals with BSI.

Fabio Cadalbert, Community Manager Health, BSI

+41 58 255 92 23

BSI Customer Suite

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Customer Experience

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Set up trigger-based, highly personalized customer journeys within 15 minutes with BSI. They help you provide an unforgettable experience and maximize your business success.


BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.


BSI’s guided processes enable more efficient handling of customer issues. This saves you time and money in the long term, and makes your customers happy.


BSI provides you with powerful analytics, clearly arranged reporting dashboards and the possibility of data-based challenges to your decisions. BSI is your direct access to business intelligence.

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