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Pega for Insurance

Win more business. Exceed client expectations. Work smarter.

Life, Accident & Health

Boost Customer Acquisition

To get customers, you need to 'get' customers

To attract (and impress) new customers, you need to be as slick, fast, and as personalized as their favorite brand. From traditional term policies to investment and wealth management solutions, they expect a lot, and they won’t do business with you unless you get it right.

Seems tough, right? Not if you combine real-time data, AI technology, and an integrated CRM stack that delivers guided interactions and personalized offers across all of your channels – from your website to your branch network and beyond.

With today’s policyholders, you can’t afford to get it wrong. Pega empowers your agents to make the right offer to the right person every time.


Insurance carriers are recognizing that being responsive to immediate needs is intrinsically linked with their digital transformation journey. There’s an increased urgency for speed and scalability. Learn how.

Data sheet

Leverage real-time analytics and decisioning to recommend the most relevant offer to your customers.

Increase Wallet Share

People buy from people they trust

When it comes to the tough stuff, like term policies, trust is critical. Your clients need you to know them, and to protect their families and livelihoods.

That’s where Pega comes in. We offer an AI-driven brain that listens to your customer data, understands and analyzes customer context in real time, and then drives highly personalized recommendations to help you make the right offers for them, and your business. Our intelligent guidance will give your agents early identifiers, solid scripting, and predictive offers – all perfectly suited to the individual needs of your customers.

They’ll know you get them, and they’ll trust that you have their back.

Improve Customer Retention & Loyalty

Are your customers seeing someone else?

Some of your best customers are thinking about leaving you. They aren’t getting the personalized service that today’s consumers demand and there are plenty of insurers out there to choose from. Sure, you might make a last-ditch offer, but it may not be enough to keep them from walking out the door.

What if you predict what your customer needs and provide it when and how they want it? Instead of batch and blast, think the right offer to the right person at the right time.

With Pega’s proven AI technology, you can personalize any retention offer, on any channel. You can proactively initiate a sales or retention conversation with a customer the moment an issue arises. Even better, you can proactively contact them before they encounter a bad experience.

Predicting the future. Boosting loyalty. And outshining the competition. Not a problem with Pega.

CSAA Insurance Group: Transforming the customer experience

See how integrating Pega Sales, Customer Service, and Marketing had a profound effect on the CSAA customer experience.

The disruptions facing the insurance industry are unlike any other. Where do the opportunities lie?

Generate Quota-Busting Sales Execution

Turn your reps and agents into rainmakers

Is your sales-tech measuring up? According to Accenture, 60 percent of agents and brokers feel these tools hurt, not help them.

If you don’t know what’s right for your clients, how can you possibly deliver the outcomes they expect? You can’t, unless you transform your sales force automation (SFA) system from something you put information into - to something your producers get insight out of.

Pega technology intelligently guides your agents and brokers and recommends the next best actions and personalized offers throughout the sales cycle. By empowering your distribution teams with contextual insights, you can deepen client relationships and increase your book of business. You can’t afford to get it wrong. With Pega, you won’t.

Deliver Seamless, Omni-Channel Service

Exceed expectations. Everywhere. Every time.

You don’t just sell policies. You insure hopes and dreams. But if your reps are handcuffed, unable to see the whole picture of who a customer is and what they need, you can’t deliver the kind of personalized, seamless service that shows you value people over policies.

From sales to service to underwriting, only Pega lets you connect the data from your entire organization. Our next-generation customer service desktop gives reps a 360-degree view, starting in any channel, continuing through any other, and our AI-driven decision hub will give you the guidance you need. Plus, smart automation lets you streamline and simplify interactions, so no matter where you’re starting from, it’s easy to make frictionless service a reality.

Great American makes annuities simple with Pega Customer Service

Learn how Great American harnessed the power of Pega Customer Service to make it easier for representatives to deliver exceptional customer experiences.

Unum revitalizes customer service processes with end-to-end automation

With automation, Unum was able to eliminate many manual handoffs, freeing its reps to focus on customers – and reduce average call time from ten minutes to three.

Streamline Service Operations

No more silos. Just seamless service.

Digital disruption isn’t in the future. It’s already here. With the growth of non-agent channels, your customers expect fast, seamless service everywhere, not just in the same old places.

Insurers fail to deliver because they’re too focused on front-end technology. They shout into the digital void, “Hey, look at our new mobile app!” Well, slick, shiny apps don’t do the heavy lifting of automating their fulfillment processes. The result is laborious, manual legwork that drives both client engagement teams and customers crazy. We don't need to tell you what happens when your customers get too frustrated or unsatisfied.

Pega is engineered to automate across silos, finally connecting all your front-end channels to your back-office operations. Your customers get what they need fast, and you get the work done even faster. Happier customers at a lower cost of service? Brilliant.

Streamline the Underwriting Process

Make every underwriter an overachiever

Even the hardest-working underwriters need the right tools. If they’re struggling with legacy systems, manual workarounds, and inconsistent processes, they can’t deliver for producers or policyholders.

The fact is, your systems weren’t made for today’s fast-changing markets. Retirement doesn’t look like it did 10 years ago. Millennials want their own policies, their way. To keep up, you’ll have to stay agile in every aspect of your business.

That’s why Pega built underwriting automation solutions with your needs in mind. By seamlessly connecting the front and back office, you can exceed expectations, operate simply, and embrace agility. You’ll rapidly book new business, respond to market changes faster than competitors, and free your staff to realize its full potential.

Learn how Tokio Marine unified their underwriting systems and developed a consolidated framework.

Win more business. Exceed client expectations. Work smarter.

Explore featured applications and solutions for life insurers:
Pega Customer Service for Insurance

Transform. Engage. Innovate.

Learn more
Pega Distribution Management

Optimize the effectiveness of your agents and brokers.

Learn more
Pega Underwriting Automation

Exceed expectations and accelerate quote turnaround.

Learn more
Pega Robotic Automation & Intelligence

Automation and insight to drive operational excellence.

Learn more
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