Maximize agent performance with distribution management

Accelerate agent productivity and become a partner of choice

Connect distribution channels and disparate back-end systems to power product offerings, quotations, customer and agent onboarding, and book of business management more effectively.

Featured customers

Bradesco Seguros accelerates deal progression 

See how Bradesco Seguros integrated back-office and mobile tools to enable agents to close more deals, faster.

Check out the case study

Church Mutual doubles efficiency

Learn how Church Mutual leveraged the Pega Platform to break down silos and scale, generating over 2.5M in cost savings.

Check out the case study

Recruiting & onboarding

Automate agency and agent appointments and onboarding

Target the right agencies and advance them to the business of selling faster. Create a single system of engagement to streamline producer code and commission plan set up that connects to each of your core systems.

How we do it

• Manage distributor prospect database and target available partners against new or under-performing markets
• Enable online appointment applications and automate the contract and appointment process
• Manage complex relationships in a market heavy in attrition and acquisitions

Compliance, service, and relationship management

Streamline agency management from start to finish

Automate compliance management and agent service requests while shifting employees to focus on more impactful work. Leverage AI and workflow automation to manage and automate the logistics of changing markets.

How we do it

• Link your licensing verification provider to Pega to automate compliance-related workflows
• Manage service level rules across your agency segments to maximize service
• Enable just-in-time appointments and licensing verification in your quote process

Performance management

Maximize the effectiveness of your partner ecosystem

Streamline performance management and strengthen relationships with intelligent insights driven by data from your entire tech stack.

How we do it

• Leverage Pega’s API infrastructure to aggregate meaningful agency and agent data into a single management platform
• Deliver a true Agency 360 through a pane of glass that reduces swivel chair and turns your agency managers into consumers of data
• Use AI to develop a health score for every agency that unlocks insights into the performance measures you care about most

Partner self-service

Deliver seamless self-service experiences for partners

Deliver a complete web and mobile experience to streamline and accelerate partner workstreams. Keep distributors engaged with communications about new product campaigns and events while providing easy access to policy forms, training assets, and marketing collateral.

How we do it

• Provide distributors with easy access to policy data, commissions, reporting, and analytics
• Deliver automation with profile, communication, and service requests that includes pipeline transparency that deflects the need to engage your employees
• Remove the need for agents to remember where assets are located by delivering GenAI-driven interactive tools that direct agents to guidelines, educational materials, and more – regardless of where they’re located

Virtual assistants

Turn every agent into your best agent

Power your agents to new heights by extending AI-driven next best actions across the entire distribution management lifecycle.

How we do it

• Serve up intelligent insights, regardless of the pane of glass your team uses
• Leverage process AI and machine learning to deliver dynamic insights based on real-time data updates
• Direct your partners and specialists toward the right activities with real-time AI and guided selling