Featuring: BSI Elements AI-Powered Lead Management

The BSI AI Element: Lead Management is a comprehensive configuration package for insurance companies that facilitates the efficient and fair distribution of incoming leads to agencies.

In addition to EIP interfaces for capturing and managing leads and an AI brain for routing them to the best possible agency, this Element includes, among other things, a specific 360° view and a KPI calculation feature for optimal processing and response times.

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What are the current challenges?

Insurance companies with a distribution structure designed as a network of independent agencies face a problem when redistributing potential new customers: How can they forward leads to affiliated agencies with as much efficiency and fairness as possible and the greatest promise of a sale?

The commonly used manual assignment practice results in more than a high level of effort: Complex and error-prone decision paths often lead to inexplicable decisions and inefficient resource allocation.

Benefits for all

  • Transparency and traceability

BSI AI: Lead Management converts complex decision trees into comprehensible score values with the help of an integrated fuzzy logic component, resulting in transparent and traceable lead assignments.

  • Efficiency and fairness

BSI AI ensures the intelligent distribution of leads and therefore lead management processes that are both efficient and fair.

  • Improved customer satisfaction

Special customer requests and other specific requirements are taken into account in the lead distribution, which noticeably improves your customers’ experience.

Let’s talk.

I would be happy to assist you at any time.

Oliver Hechler, Creator of Customer Delight

+49 89 189 170 912

oliver.hechler@bsi-software.com

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