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Pega Sales Automation for Insurance

Optimize the effectiveness of your agents and brokers.

"We went from 14 days on the things we rolled out, to 14 minutes."

Pega Distribution Management for Insurance
Pega Distribution Management for Insurance
Video duration: 01:53

Get to know Pega Sales Automation for Insurance

3:30
Pega Sales Automation: Guided Selling
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    Distribution Management helps producers

    Increase premiums with
    "closer" based processing

    Sales systems today are engineered to track producers activities, not to actively help producers sell policies. Instead, enable producers to focus on what actually helps them sell.

    2:29
    Pega Sales Automation: Mobile
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      Sales Automation Outlook Integration

      Improve "ease of doing business" with
      tools producers want

      Part of keeping producers, and keeping them happy, is giving them tools they want, tools they are used to and will use every day. This includes mobile applications on devices of their choosing, on line portals whenever or wherever they need it.

      3:29
      Pega Sales Automation: Outlook Integration
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          Distribution Management with seamless communication streams

          Decrease cycle times with
          seamless communications streams

          Producers want to leverage tools they are familiar with, and they want the tools to do more. With Pega, emails, calendaring, routing and filing of correspondence can be managed across Outlook and client files. Producers and front office staff will have all relevant information at their fingertips, speeding production.

          2:53
          Pega Sales Automation: Next Best Action and Marketing Campaigns
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              Distribution Management operationalizing sales excellence

              Optimize agent performance by
              operationalizing sales excellence

              Not all producers are operating on the same level due to experience, training and natural talent. Leveraging artificial intelligence with company driven marketing and sales strategies insurers can improve the performance of all producers.

              2:41
              Pega Sales Automation: Dashboards
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                  real-time insight with distribution management

                  Improve production with
                  real-time insight

                  From prioritizing leads to monitoring throughput and production results, both producers and producer management benefit from being able to see results and status real time.

                  Additional Product Features

                  Independent / Captive agent support

                  Support both agents and front office staff: Pega lets you tailor interactions by market.

                  Territory Management

                  Create multiple territory models and associated permissions for direct and channel sales teams.

                  Account and Contact Management

                  Get a complete view of customer/agent activity history, communications, and internal discussions.

                  Lead and Opportunity Management

                  Easily track leads and opportunities from creation to close, and manage sale stage requirements.

                  Tasks and Activity Management

                  Automatically trigger reminders, tasks, and activities for approvals, onboarding steps, and more.

                  Sales Content Management

                  Share files, discuss them, and push content in real time based on the sales situation.

                  Omni-Channel Access

                  Move seamlessly from mobile to tablet to desktop without interrupting transactions.

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