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 in BSI
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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.

Juliane Czepak, Senior CRM and CX Manager at HDI

We want to accompany our customers and support them in their day-to-day lives in the best possible way. That is what we focus on. BSI’s software solutions help us accomplish this.

A win for our customers

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increase in the cross-selling/upselling rate


newsletter subscription rate

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reduction in material costs

Sales recruitment management

We understand how difficult it is for an insurance agency to attract the right employees. With Sales Recruiting Management, BSI helps you expand your organization – from activity management to impact assessment.

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.

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
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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.

Next best action: BSI.

The next best action: Network your goals with BSI.

Oliver Hechler, Creator of Customer Delight

+49 (89) 18917 09 12

BSI Customer Suite

Winning over customers' hearts is the most important, yet most difficult of all business tasks. And also the most pleasant – thanks to BSI.


Customer Experience

Find, win over, retain and understand customers with BSI. Design, execute and perfectly optimize customer journeys – individually, in real time, across all touchpoints and fully automatically.


Customer Relationship Management

CRM software that seamlessly supports you in marketing, sales and service. BSI gives you a 360° view of your customers – at any time, in every department, at every touchpoint.


Artificial Intelligence

Get the maximum out of your data with BSI and profit from highly-personalized communications with your customers – with the powerful machine learning workflows.


Customer Data Platform

You can entrust BSI with the most important thing your company has: your customer data. BSI’s customer data platform helps you achieve a holistic view of your leads and customers.

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.