Pega Distribution Management

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

Invigorate

Most sales tools don’t help producers sell, they only track results. Producers need tools that help them execute the deal, help them close business and optimize their performance.

Support

Producers are an expensive sales channel. Making them effective is an important issue that insurers are trying to address. Part of this is giving them tools and options that they already feel comfortable with and can leverage with no training.

Accelerate

Management of producers today is about more than tracking results, its about collaboration, promotion and, yes, mentoring the producer channel.
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.
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.
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.
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.
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.
"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