ProTect Versicherung selects BSI Insurance

With ProTect Versicherung, yet another company in the insurance field counts on BSI Insurance to provide support to its sales partners. The goal of the CRM implementation is to optimize the support provided to savings banks (“Sparkassen”) and other sales partners who expect to be supported in their activities with innovative product solutions, an overall dynamic concept, and personalized service.

ProTect, a subsidiary of Provinzial Rheinland, specializes in the design of innovative product solutions in the area of financing and payment assurance. In its sales operation, the company relies on close and trust-based partnerships with its sales and collaboration partners. As a public insurance company, ProTect and its partners operate throughout Germany under the umbrella of the market leader, Sparkassen-Finanzgruppe. “Our sales partners contribute significantly to the creation of important competitive advantages in tight market segments. We consider it our duty to provide the very best support to them, and with BSI Insurance, the insurance-specific CRM solution, we will be able to offer even better support in the future,” explains Markus Kalbas, Area Sales Manager at ProTect.

The CRM standard for insurance companies

Over the years, BSI Insurance has been able to establish itself as the industry standard for insurance companies in general and for public insurers in particular. BSI Insurance is successfully deployed as a broker system at RheinLand (with rhion.direct), ERGO, die Bayerische, Gothaer, HDI, and NÜRNBERGER, among other companies.

“BSI gives us exactly what we need to provide proactive support to our sales partners: a centralized 360 ° view, seamless processes, and a continuous communication record.”

Markus Kalbas

For future marketing activities, too, BSI Insurance holds the right answers. “We are really happy that we were able to win ProTect Versicherung, a prominent representative of the specialty insurance industry, as our customer. We, too, consider the promise to protect what is important to our customers as our main responsibility. Good customer relationships and stable sales partnerships are the most valuable assets any insurance company could have. With the implementation of BSI Insurance at ProTect, we hope to be able to contribute to the success of the sales partnerships,” summarizes Oliver Hechler, Managing Director of BSI Germany, and Community Manager for insurers.

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