Insurers who want to grow need agencies that make the most of every customer contact. This is exactly where the BSI Element Agency System (TAM) comes in. It brings all customer data into a central view and enables consulting that is professional, proactive and truly needs-oriented. The existing portfolio is thus turned into clearly recognizable sales potential. At the same time, the system improves the interaction between sales and internal staff. Processes run smoothly and efficiently, supported by AI, which makes everyday work noticeably easier. In the end, everybody benefits: agencies that work faster and more purposefully and your customer Lena, who experiences seamless and personalized support throughout her entire journey.
The challenge
What are the challenges?
Customers have high expectations when it comes to the professionalism of the support they receive. Insurance agencies, however, often have to laboriously gather the necessary information from various systems. This means less time for genuine customer service as well as untapped sales opportunities.
Solutions
The solution? It’s BSI.
BSI enables you to orchestrate your existing customer communications across all sectors and based on data. Whether it is master data, life stages or contact history – with 360° views, you can see what matters at a glance. This allows you to respond quickly, provide tailored advice and leverage every opportunity in your portfolio.
Hybrid support
How do you control your processes?
Hybrid support combines personal proximity with digital efficiency – on site and remotely. With BSI TAM, agencies can identify specific gaps in coverage, recognize optimization potential in existing contracts and use closing stages directly in conversations. This turns every contact into a concrete step toward expanding your portfolio.
Your challenge
Target group-specific approach
In order to make optimal use of the existing selling power in exclusive distribution, information must be handled in a transparent and targeted manner. Gaps in coverage can quickly lead to portfolio erosion and are not sustainable in the long term. If you want to provide your customers with long-term support, a target group-specific approach is essential.
How you benefit
Score points with a hybrid support system
With the tied agent management from BSI you get 360° views right out of the box and can build efficient processes for your business transactions. Data is evaluated transparently, enabling efficient customer support. This way, you can ensure optimal portfolio development and provide customer service at the highest level!
Our solution
AI-supported follow-up of customer appointments
After the customer appointment, all it takes is a short audio recording, which the BSI Companion automatically turns into a structured meeting documentation – including concrete tasks and follow-up recommendations. No notes, no typing, no forgetting. This way, your head stays clear for what is important: customer proximity, closing deals and excellent advice.
360° view in the BSI Customer Suite
Advantages
Everyone benefits
Target group-specific approach
BSI TAM enables the optimal use of existing sales resources thanks to the transparent and targeted handling of relevant customer information.
Hyprid support
A hybrid support system offers optimal support to both customers and agencies. Thanks to TAM, gaps in insurance coverage can be accurately identified and optimization potential in existing contracts can be detected.
Transparent data, efficient customer service
You get 360° views right out of the box, optimize processes and enable efficient customer service as well as optimal portfolio development thanks to transparent data analysis.
Insurance solutions
There are many reasons why most insurance companies in Germany count on the BSI Customer Suite. One of them is called Digital Operational Resilience Act (DORA).
Let’s talk
I would be happy to assist you at any time.
Oliver Hechler
Community Manager Insurance
+49 89 189 170 912