Case Study: Bayerische improves broker service with BSI CRM for Insurances

Bayerische - Customer Case Study

The customer, Bayerische, an insurance group, sought to improve the service and support it provided to its network of independent brokers across Germany. To address this challenge, they selected the BSI CRM for insurances solution from vendor BSI Business Systems Integration AG.

The solution implemented by BSI provided a comprehensive, integrated portal for broker support, replacing previous isolated systems. This gave Bayerische's sales teams a 360-degree view of broker interactions, along with tools for contact management, task scheduling, and sales management. According to the head of broker sales, the highly configurable system ensured good user acceptance and contributed to seamless broker information and support, optimizing service, performance, and quality in broker sales.

Bayerische

Maximilian Buddecke

Head Broker Sales