BSI Customer Suite for your business

Raise untapped potential with BSI CRM: Only those who know their customers can bind them in the long term and develop a successful sales strategy.

Increase efficiency by digitising customer relationships

Thanks to intuitive user guidance and powerful analytics functions, you can easily maintain your customer relationships in BSI CRM. With the 360° view, you get an overview of all interactions of a customer and can thus positively influence customer experiences and satisfaction. BSI CRM thus enables a fully comprehensive representation of important and central key data for sales control and customer relationship management.

Automation through the use of artificial intelligence

Benefit from the recommendations of Artificial Intelligence (AI) in the areas of marketing, sales and service. AI supports and relieves you at many points in your business processes, e.g. with the help of text recognition and classification, a contact can be created in CRM or e-mails can be automatically assigned to the appropriate team in customer service. With churn detection or lead scoring, you are provided with the appropriate KPIs and thus receive support for important decisions in customer relationship management.

Systematic data analysis as a success factor for new revenue opportunities

The data of the entire interaction history of a customer is bundled centrally and can be accessed by all employees. The central collection of customer data enables systematic data analyses in order to identify new sales opportunities and to ensure needs-based advice. Guided processes for marketing, sales and service benefit from the high degree of automation in BSI CRM. Automated suggestions (Next Best Actions) allow you to optimally exploit your cross-selling or upselling potential.

Integration into any IT landscape and dynamic adaptation to requirements

In addition to our expertise in implementing IT systems, BSI supports you with a zero-code approach, open technology and industry templates with the relevant standard interfaces and integrations that dynamically adapt to the requirements of your industry. Thanks to its modular structure and high configurability, you can easily create individual smart dashboards or ad-hoc reports, for example. Whether private cloud, on-site cloud or on-premise solution - with BSI CRM you can simply change your operating model at any time.

Configure individual customer journeys with BSI CX in simple steps using a no-code approach.

Personalised customer lifecycle management makes touchpoints a reality

We help you tell the right story to your customers and sales partners. And to design, execute, optimise and evaluate automated customer journeys across departments. Thanks to trigger-based approaches, you can react in real time and individually to your customer's events and thus create positive customer experiences. In this way, you always maintain an overview of the networked processes of the customer journey and can interact with your customers in a needs-oriented manner.

Deliver the right content to each individual at the right time

With BSI CX, you recognise the wishes of your customers in good time and pick them up on their respective customer journey across all channels. Easily create the right content for all touchpoints with the integrated content management system (CMS) and the connection to CRM data and processes. The content can be created easily and intuitively on the basis of templates and integrated into the customer journeys: from personalised newsletters and emails to landing pages or advisory tools with navigation. Artificial intelligence makes the customer approach more proactive, e.g. by showing the best time to contact the customer.

Achieving higher conversion rates with efficient lead management

We support you in representing the areas of sales and marketing as a single unit. Your generated leads from marketing are scanned in real time, automatically assigned to the right sales channel and played with optimal measures. This ensures that you save valuable resources and generate more sales. This needs-based service increases the satisfaction of your customers.

Achieve more deals and increase your turnover with BSI BRM.

BRM system as a guarantee of success for your partner support

A broker relationship management system, or BRM system for short, is a special CRM system for broker support staff in the insurance industry. With BRM, you always keep an eye on the quality and profitability of your broker base and receive important comprehensive content and customer-based information. Insurance companies with broker sales, broker pools and insurance companies thus gain a competitive edge with 360° views of their brokers or sales staff.

Make sales more efficient

Digitise sales and take advantage of every sales opportunity thanks to a comprehensive overview of how you work with your broker base and sales partners. A BRM solution helps you provide tailored support, increase efficiency and save valuable time. A high level of user-friendliness and strong functionalities ensure that your day-to-day business is once again easy to handle and you thus have more time for what is essential - partner support.

Satisfied sales partners through the digitalisation of sales

A BRM solution is the optimal basis for the digitalisation of sales in the insurance sector. Easily organise seminar and training events on new insurance products. With BSI BRM, you have all information at a glance, such as the mapping of agent status or hierarchy. In addition, the broker's main areas of activity and comparison programmes are stored as well as brokered contracts, requested offers and cancelled contracts.

From video consultation to digital signature: With SnapView, you optimise your digital advice and inspire your customers and employees.

Efficient customer service with omnichannel software

With BSI SnapView you are accessible to your customers via all channels: Use video, audio and text chat; share your screen to present solutions and work with drawing pad and highlighter for real pencil selling. Additional screens (e.g. iPad) can be easily integrated via QR scan, e.g. to make better use of consulting apps. Assign customer concerns quickly and easily to virtual teams via inboxes. The processing takes place in the push and pull principle. The visibility of incidents can be easily set for each of your employees.

Administrate and configure your contact centre individually

BSI SnapView gives you a transparent overview of current escalations, first contact resolution and business incident development at any time. You can easily create additional cockpits such as customer satisfaction or data quality of leads (outbound). Identify your optimisation potential with detailed real-time reports and benefit from a fast time-to-market and a customised view of your contact centre.

Service automation to relieve your customer service

Digitise your services on all channels and increase the level of automation to optimise and relieve your contact centre. Above all, customer service will appreciate the uniform view of the customer throughout the company. Both the simple and intuitive usability and the seamless connection with automated processes from sales and marketing optimally support your service staff.

Easily define complex rules - e.g. for automatic segmentation of customers, cleansing of customer data and creation of leads. An AI-supported pre-sorting of emails relieves your customer service. In addition, the contact centre enables you to perform automatic calculations, customer recognition and process assignment using complex text recognition or direct dark processing.