Make smart use of the potential hidden in your customer database

A hybrid support system offers customers and agencies the best possible support – locally as well as remotely. With TAM, you can accurately identify gaps in a customer’s insurance protection, find old policy statuses, and pinpoint the optimization potential of existing policies. Suitable closing stages aid brokers in their customer support.

Utilizing the available sales force as well as possible in exclusive sales requires the transparent and purposeful handling of information. Coverage gaps can quickly lead to the erosion of premium income and are untenable in the long term. Brokers who want to support their customers sustainably cannot do without target group-relevant outreach.

With the Tied Agent Management from BSI, you can define 360° views and build efficient processes for your business cases. Data is analyzed transparently, enabling you to support your customers efficiently. This approach ensures maximum premium income development and customer service at the highest level.

BSI offers collaborative tools for targeted customer outreach. Using business type-transcending 360° views such as master data, customer-specific information, and contact history, you can transparently display each customer’s development and respond promptly to any personal changes in their individual life phases.