Challenge
Insurance companies with a distribution structure designed as a network of independent agencies face a problem when redistributing potential new customers: How can they forward leads to affiliated agencies with as much efficiency and fairness as possible and the greatest promise of a sale?
The commonly used manual assignment practice results in more than a high level of effort: Complex and error-prone decision paths often lead to inexplicable decisions and inefficient resource allocation.
Solution
Logical, fair, transparent, and straightforward: BSI AI: Lead Management efficiently optimizes your insurance company’s lead distribution. It captures incoming leads centrally through the integrated REST interface and automatically assigns them to the most suitable agency based on an intelligent score value.
A new lead is added to the BSI Customer Suite through EIP. The system automatically creates a customer data record and checks for duplicates.
An AI brain analyzes the lead based on the geographical distance between the customer and the agency, the wait time, and other factors, and calculates a score value for each potential agency.
The software automatically assigns the lead to the agency with the highest score value while also taking exclusive areas, special customer requests, and multiple inquiries into account.
The assigned agency contacts the potential customer directly. BSI AI: Lead Management records the response time and includes it in future score calculations, thereby continuously optimizing your lead management performance.
Advantages
BSI AI: Lead Management converts complex decision trees into comprehensible score values with the help of an integrated fuzzy logic component, resulting in transparent and traceable lead assignments.
BSI AI ensures the intelligent distribution of leads and therefore lead management processes that are both efficient and fair.
Special customer requests and other specific requirements are taken into account in the lead distribution, which noticeably improves your customers’ experience.
I would be happy to assist you at any time.
Oliver Hechler
Community Manager Insurance
+49 89 189 170 912
