Case Study: Baloise Insurance achieves a 360° customer view and streamlined sales processes with BSI CRM

Baloise Insurance - Customer Case Study

Baloise Insurance, a leading financial services provider in Switzerland, required a comprehensive CRM solution to support core processes and provide a unified view of customer information. They partnered with vendor BSI Business Systems Integration AG to implement BSI CRM and BSI Contact Center, aiming to reduce system complexity and streamline operations for their sales force and customer service teams.

BSI implemented a strategic CRM solution that provided a 360-degree customer view, integrated essential insurance applications, and automated key processes like lead, contact, and complaint management. This resulted in a significant reduction in system complexity, gave employees more time for customer-facing activities, and established a uniform data foundation for reporting. The success of this initial implementation for Baloise Insurance later led another group company, Baloise Life (Liechtenstein), to also adopt BSI CRM, where it was implemented in a record time of just four months with minimal external support.

Baloise Insurance

Christian Sterr

COMET Project Manager