The golden record for automated customer proximity

 

Use one unified data source throughout your entire company: the golden record. This ensures that everyone, from accounting to sales, works with the same verified data, and everyone has the same complete view of your customers. Not only does this improve your efficiency, but it also boosts your customers’ satisfaction. 

omnichannel processes

one data record for all interactions 

error-free

automated elimination of data errors, duplicates, and contradictions  

360° customer view

more targeted offers for your customers thanks to a comprehensive customer view  

The Challenge 

What are the challenges?

A unified and complete view of your customers

The golden record is the key to consistent, dependable, and complete data about customers and business cases. This improves efficiency and accuracy, and it enhances customer satisfaction while at the same time minimizing the risk of errors and inconsistencies. 

Solutions  

The solution? It’s BSI.

To create a golden record, data errors, duplicates, and contradictions must be removed first

Once the golden record is created, it becomes the central source for all departments and systems in your company. All departments, from sales and claims processing to accounting, access the same verified data, promoting efficiency and reducing errors, and, most of all, enhancing the customer experience. 

Advantages 

Everyone benefits

Customer-oriented & simple

The golden record ensures that your customers have to provide their information to your reps only once. It is then used for all future transactions and interactions.  

Marketing and sales

Having a complete view of customer history and preferences makes it easier for your insurance company to present targeted offers and cross-sell new products. 

Risk assessment & underwriting

Underwriting benefits from the golden record by being able to prepare accurate risk assessments based on all available and consolidated customer data. 

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