BSI Insurance – Delight your customers and cultivate the relationship with your sales partners
Positive customer relationships and active sales partnerships are the most valuable asset an insurance company can have. A solid CRM system will ensure that you have both. We designed BSI Insurance specifically to meet the needs of insurance companies. It includes CRM processes such as end-to-end lead management as well as price setting, automated claims processing, and broker support.
However, making the internal processes of highly complex sales structures more efficient is not the only thing BSI Insurance does – it positively impacts your customers’ experiences as well! With intelligent links between your sales channels such as agencies and direct sales, you optimize your customers’ journeys and ensure positive customer experiences at every touchpoint. Don't wait – start digitizing your customer and broker relationships today.
A CRM system with insurance in its genes
With BSI Insurance, you get all the features you need for the consummate cultivation of customer relationships and the management of your sales partners along with the relevant processes. Thanks to comprehensive authorization functions, you can map even complex sales organizations. The 360 ° view is always at the center. The following nine highlights make BSI Insurance perfect for insurance companies:
- A central customer interaction platform for all sales channels and company-internal departments such as customer service, sales partner service, and marketing
- A consolidated 360 ° customer view incorporating all current, pricing, commission, and performance systems
- A broker relationship management tool for broker support
- Insurance-specific items such as images of insured objects or elementary products
- Lead management, and sales planning and control to determine, set, and follow-up on growth targets Seizing of sales opportunities thanks to next best offer ads or the active management of third-party contracts
- Collecting of acquisition data at the agency level and sharing only the data you want to share with the central office
- Mapping of the insurance life cycle (quote, application, contract, cancellation)
- Methodical processing of current customer concerns and automated claims processing between the central office and agencies thanks to insurance-specific processes
Relevant customer interactions – digital and analog
When you want to communicate with thousands of customers and want to make it feel personal at the same time, the devil is in the details. To address every customer at the right time with relevant content, personalized and individualized, on the proper channel – that calls for an integrated tool and appealing storytelling. BSI Insurance provides both by being linked to BSI Studio, our digitization platform.
From move to upgrade
Every change in a customer’s life opens up new opportunities to deepen the relationship – and increases your chance to position yourself as a service champion: Tap into the move to make a potential insurance sale. Analyze, for example, a customer’s new living situation and use it to determine your next best action – smartly supported by your CRM system.