Redesign customer engagement in insurance
Improve customer value and satisfaction with every interaction
Today’s insurance customers expect seamless experiences tailored to their needs. With Pega, you can pivot between selling, serving, risk mitigation, and retaining to deepen your customer relationships with relevant, contextual next best actions during every interaction across channels.
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Improve customer satisfaction and retention
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Improve marketing efficiency
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Minimize or prevent losses
Featured customers
Achmea personalizes interactions across 11 channels
See how Achmea elevated the customer experience across inbound, outbound, owned, and paid channels with one central brain.
Primerica creates personalized experiences for prospects and clients
See how Primerica has gone from process-focused to outcome-focused, generating real revenue across the business rather than focusing on executing individual campaigns.
Sales & marketing
Acquire more customers and grow the book
Digital signals can show customer intent, but the window closes fast. Identify in-market customers with real-time AI to deliver contextual offers automatically, driving conversion rates through the roof – all without having to wait for a campaign.
How we do it
- Personalize and bundle offers based on customer context and propensity modeling
- Unify inbound, outbound, owned, and paid channels with one central brain
- Follow up on abandoned/incomplete quotes with dynamic, real-time discounts
Service excellence
Build loyalty and trust with proactive servicing
Find patterns that help identify customers who are likely to need service and reach out proactively using messaging tailored to the situation. With Pega, you can analyze billions of data points in under 200 ms to determine the right course of action – for a one-to-one experience as unique as every customer.
How we do it
- Use real-time AI to understand an individual’s propensities, behavior, and needs
- Help customers with digital self-service portals that deliver personalized service
- Empower agents with GenAI-powered recommendations that improve nurture, upsell, and cross-sell
Retention
Improve retention and reduce churn
Keep customers happy with proactive, loyalty-building offers. Empower agents with real-time retention recommendations they can use to retain customers when they call in to cancel a renewal or policy.
How we do it
- Create and implement predictive and adaptive churn risk models in minutes, not weeks
- Bundle products and personalize offers during renewal – only if they’re likely to continue
- Unify your data to align marketing strategies with overall business objectives
Loss control
Promote loss control best practice
Proactively identify and respond to key risk events, provide timely communication about risk prevention, and deliver preventative measures for natural disasters.
How we do it
- Use real-time AI to detect and respond to key risk events for connected insurance
- Proactively personalize communication to customers on risk prevention advice
- Identify and recommend additional risk coverage to protect customers