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.
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.
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
+30%
increase in the cross-selling/upselling rate
18%
newsletter subscription rate
-15%
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.
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.»
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.
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
oliver.hechler@bsi-software.com
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.
Marketing
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.
Sales
BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.
Service
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.
Insight
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.