Pega Distribution Management

products-operations
 Optimize the effectiveness of your agents and brokers with
Pega Distribution Management

Optimize

Improve agent performance by embedding best practices, upsell and cross sell strategies, and visibility into the underwriting process.

Accelerate

Get to market faster with an agile, easy-to-use sales platform. Improve hit rates by proactively feeding producers the information they need and launch products and sales strategies more quickly and effectively.

Manage

Gain valuable insights into field operations. Manage agent performance, monitor submissions through to close rates, and proactively guide front office staff responsible for producer results.
Increase premiums with

Intelligent Guided Selling

Increase revenue by managing and executing an optimized sales process. With Pega, rules, analytics, and alerts intelligently guide sellers to identify, qualify, progress, and close opportunities.
Engage anywhere with

Mobile Sales Applications

Support agents wherever they are—at the office, at home, on the road and on-site—without device restriction, with online or offline support.
Satisfy producers with

Email and Calendar Access

With Pega, producers can work with the tools they’re most comfortable with. Calendar and email functions are supported via an integrated Microsoft Outlook plugin.
Optimize sales with

Predictive Analytics

Intelligently manage sales opportunities in real time. Pega’s predictive analytics lets you identify unmet policyholder needs, improving selling insights, prospecting, and customer retention.
Manage your business with

Real-time Dashboards

Empower your producers with real-time access to data, better functionality, and interactive tools. Pega’s graphical dashboards let you improve market responsiveness. Track leads, in-process applications, quotes, forecasts, and other critical sales KPIs to get more done.
"The system that we developed, we are extremely proud of what came out. Out of the box, every agent that used the system said it was a simple and intuitive system.”

Ramesh Ramaswami, Transformation Partner, TCS

"The system that we developed, we are extremely proud of what came out. Out of the box, every agent that used the system said it was a simple and intuitive system.”

Ramesh Ramaswami, Transformation Partner, TCS

Additional Product Features

Support both agents and front office staff: Pega lets you tailor interactions by market.
Create multiple territory models and associated permissions for direct and channel sales teams.
Get a complete view of customer/agent activity history, communications, and internal discussions.
Easily track leads and opportunities from creation to close, and manage sale stage requirements.
Automatically trigger reminders, tasks, and activities for approvals, onboarding steps, and more.
Share files, discuss them, and push content in real time based on the sales situation.
Move seamlessly from mobile to tablet to desktop without interrupting transactions.
ECM Taxonomy Terms: 
Insurance
Sales Automation
CRM