Success Story – Basler Insurance

To the customer

Basler Versicherungen and Baloise Bank SoBa act together as a focused financial service provider, a combination of insurance and banking. In Switzerland, they are leaders in integrated solutions for insurance, pensions and wealth creation for private customers and SMEs.

To the cases

In addition to the Swiss parent company and the sister company in Liechtenstein, Basler Insurance Germany also relied on BSI as a strategic CRM partner.

BSI supports the systematic consulting process and management approach and simplifies work in the field. With the central CRM solution, employees can view all relevant information about customers at a glance, manage leads or simply prepare customer meetings. The customer service center and other sales channels are integrated in BSI.

  • Personalized customer journeys

BSI is used to provide customers and leads with personalized service and to optimize costs at the same time. Instead of continuing to rely on expensive, elaborate advertising campaigns with large target groups and impersonal content, the customer management team switched to trigger- and data-based micro journeys and smaller target groups with the BSI Digital Experience Platform.

  • Business partner ideally looked after

In order to offer its business partners a holistic support experience, Baloise Life (Liechtenstein) also relies on BSI. The employees benefit from a 360 ° view of business partners (asset managers, banks and custodian banks) – with the aim of increasing efficiency in the lead and sales process and optimizing service quality.

  • Broker Relationship Management

Basler Insurance Germany uses BSI in Broker Relationship Management and in the Contact Center to simplify the processing of broker inquiries. Around 150 employees from sales and the divisions look after around 4,000 sales partners from exclusive and broker sales in BSI.

BSI for Insurance

With BSI you not only make your internal processes of highly complex sales structures more efficient, you also increase the customer experience.


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