Pega Sales Automation for Insurance
"We went from 14 days on the things we rolled out, to 14 minutes."
Get to know Pega Sales Automation for Insurance
Increase premiums with
"closer" based processing
"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.
Improve "ease of doing business" with
tools producers want
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.
Decrease cycle times with
seamless communications streams
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.
Optimize agent performance by
operationalizing sales excellence
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.
Improve production with
real-time insight
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.