Case Study: HDI Insurance AG boosts exclusive sales efficiency with BSI CRM from BSI Business Systems Integration AG

HDI, a digitization pioneer, counts on BSI’s CRM solution in exclusive and direct sales, its broker section, and customer journey management

HDI Insurance AG, part of the Talanx Group, wanted to modernize its exclusive sales organization to better meet changing customer expectations in the digital era. To improve agency administration, lead handling, prospective customer management, and sales tracking, HDI turned to BSI Business Systems Integration AG and its BSI CRM solution.

BSI Business Systems Integration AG implemented an agency CRM system built around a central 360° customer view, supporting multichannel sales, automated business processes, self-service applications, and improved data exchange and appointment planning. The result was a more efficient and effective sales organization with better customer consultation and support, though no specific numerical impact was provided.

HDI Insurance AG

Juliane Czepak

Senior CRM and CX Manager