Many insurance companies face the challenge of dovetailing their internal and external sales (ID/AD) efficiently. Frictional losses, media disruptions and unclear responsibilities lead to information gaps, duplication of effort and delayed processes - with negative consequences for customer satisfaction and the company's success. At the same time, valuable data potential remains unused and existing processes are often not aligned with digital customer behavior.
In the interactive workshop, we will identify key breakpoints along the customer journey and show how a consistent 360° view of the customer is made possible. Using concrete practical examples and the use of modern technologies such as AI, we will shed light on how insurers can optimize their processes based on data, strengthen the interaction between AD and ID and thus increase closing rates and service quality in a targeted manner. BSI partner Riskine will also present use cases for data-driven consulting in practice.
Our topics on site:
- Modern communication is changing responsibility and customer expectations: how to respond in a structured and confident manner
- Avoid reputational damage, seize opportunities: How to identify weaknesses and turn them into strengths
- Solutions for complex processes: How AI can provide support across departmental boundaries
- Success stories from the field: What process simplification and standardization can actually achieve
- Before/after comparison: What tangible process optimization looks like in reality
- Outlook with Riskine: How a 360° view paves the way to holistic and targeted customer advice
Your added value:
- Clear identification of the greatest levers for increasing efficiency and closing rates
- Inspiring insights into tried-and-tested success models from the field
- Concrete tools and methodical impulses for sustainable process harmonization
- New perspectives on the interaction between back office and field sales - with a view to service quality and sales success
Who is the workshop for?
For decision-makers, managers and specialists in sales, customer service, process management and digital transformation who want to question established structures, break down silos and improve collaboration along the entire value chain.
About BSI
BSI is the leading, fully integrated CRM and CX software platform for B2C markets in Europe. With BSI, insurers improve their sales and service processes, strengthen customer loyalty and create the basis for a future-proof organization through intelligent data usage and networked processes.