Insurance Delight customers and sales partners

Good customer relationships and effective sales partnerships are the most valuable assets any insurance company could have. BSI helps you make the internal processes of your highly complex sales structures more efficient. Beyond that, it enhances the customer experience by establishing an intelligent connection between your sales channels, such as agencies, direct sales, and operational service areas.

These companies also trust BSI

Make smart use of the potential hidden in your customer database

Customers have high expectations of the professionalism of the support they receive. However, to meet those, insurance agencies often have to gather the information they need painstakingly from various systems. With the Tied Agent Management (TAM) solution from BSI, you have all the information related to customer support available to you in one central location and can accompany your customers through any life situation. TAM from BSI is the CRM for exclusive sales.


Service excellence at every touchpoint

A high degree of manual work involved in handling customer concerns and requests causes inefficiencies when advising customers. But it doesn’t have to be this way: If your customer advisors have a process-based system with the seamless integration of all interfaces to support them, they can focus entirely on their customers. The Direct Sales Management solution is an effective tool for your direct sales organization, benefiting you with automated processes and a 360° customer view.


Rather than manage them, accompany your customers

Are you looking for broker management software that can do more than “merely” manage customers? The BiPRO and GDV*-compliant Broker Workplace solution from industry leader BSI will aid you in your customer support and the digitized growth of your premium income. Start delivering your outreach initiatives to your customers’ preferred channels – highly personalized and in sync with their life events. This approach is an effortless way to support your existing customers and expand your customer base.


The CRM for sales through brokers

The lack of CRM support is one of the leading causes of inadequate broker support and new business stagnation for broker advisors. A Broker Relationship Management (BRM) solution is the key to success. BSI has committed itself successfully to the topic of customized B2B support for more than two decades. We give insurers selling through brokers a competitive edge with 360° views of their brokers – because well-supported brokers are better ambassadors.


Get smarter about growing your business

We understand how difficult it is to find the right sales employees. Sales Recruiting Management (SRM) from BSI will help you attract suitable candidates for the agency profession. It is a powerful tool for your business’s targeted growth, ensuring that no agency talent will elude you.


A win for our customers



increase in the cross-selling/upselling rate



newsletter subscription rate




White paper Data-driven customer experiences

Download our current white paper at no charge and learn more about how insurers make customer data the foundation for their company’s success. Includes situation analysis, best practice examples and recommended actions.


Markus Kalbas, Area Sales Manager at ProTect

BSI gives us exactly what we need to support our sales partners proactively: a central 360° view, seamless processes, and continuous communication history.

360° view Customer engagement platform

BSI is your central customer engagement platform for all sales channels and internal teams, such as customer service, sales partner service, and marketing. It stands out with a 360° customer view that integrates all policy, rate, commission, and benefits systems, and facilitates a hybrid advice model.

Customer journey management Personalized journeys

If you want to reach thousands of customers individually, intelligent automation is a must. How do you reach each customer at the right time with the right content on the right channel? With BSI, that is not a problem. Our software provides support with customer lifecycle management and trigger-based customer journeys.

BiPRO1 and GDV2 standards Effortless data exchange

BSI is a member of BiPRO (Industry Institute for Process Optimization). We support the initiative to improve digital communication between insurers and brokers and have a suitable data model. We offer a standard interface, thus ensuring an effortless, automated data exchange between insurers, agents, and service providers.

(German Insurance Association)

Ecosystem Insurance as a service

We believe in the power of ecosystems. Together with msg nexinsure, we strategically count on SDA SE Open Industry Solutions’ architecture. Service Dominant Architecture is a digital modular system insurance companies can use to build their own service platforms. msg and other consulting firms are among our ecosystem partners.

inter Versicherungsgruppe Logo

Alexander Lies, Executive Officer for Digital Transformation at INTER

We tested a number of systems. With BSI for Insurance, we found a customized product that supports our vision of customer experience management today and in the future.

Benefit from data insights and AI

«With machine learning, insurers can dazzle their customers with personalized offers and gain a significant advantage in the market.»

- Oliver Hechler, BSI Community Manager Insurance

Align your relationship management with your customers’ life events with BSI. With its powerful combination of CRM, automation, and artificial intelligence, BSI ensures that your customer communication and automated processes are highly personalized.

  • Upselling and cross-selling: By analyzing customer data, current policies, and interaction histories, the solution assesses your customer’s insurance situation and determines the next best action.
  • Reduction in churn rate: A customer who has already made several complaints to you might be at risk of leaving. The AI sounds the alarm, allowing the account manager to respond.
  • Digitalization of claims management: With AI, you can identify insurance fraud more quickly, determine the severity of claims faster, and speed up repair cost estimates.
  • Underwriting and risk assessment: This used to be a relatively complex process, depending on the individual insurance case. Now, risk assessments can be made more quickly and conclusively based on historical transaction data compared with manual processing.
  • Learn more

Next best action: BSI.

The next best action: Network your goals with BSI.

Oliver Hechler, Creator of Customer Delight

+49 89 189 170 912

BSI knows your business

Whether sales, marketing or service: you can put our two million code lines and promising solutions together with equal ease – through uncompromising technology, a highly flexible data model and a captivating user experience.


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.

BSI Customer Suite

Provide a truly compelling customer experience with seven products – all in one solution.