Pega for Insurance

Win more business. Exceed client expectations. Work smarter.

Boost Customer Acquisition

Your next customer is out there. Are you ready?

Quick, who are your prospects? What’s affected them in the last week? Last hour? Last minute? When do they want to hear from you? How do they want to hear from you? Which policy is the right fit to get them to convert, right now?

If you can’t answer any of these questions, your relationship may be over before it begins.

Whether it’s a new car, a new boat, or a new home, life moves fast. You've only got a precious moment to sway a customer in your direction. Having the right information and the right policy at the right time would be a good place to start.

With Pega’s AI-powered recommendations, segmenting, and ability to instantly execute personalized engagement strategies on any channel, you’re empowered to transform from just another generic insurer to your new customer’s irreplaceable guardian angel.

Video | 3:18

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.

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Case Study

AIG Japan: Reinventing Insurance

With Pega Sales Automation, AIG Japan empowers agents in a whole new way. See how.

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Increase Wallet Share

Are your customers really covered?

Your customers have more stuff than they realize, and it’s not all under your policy. Meanwhile, they face new risks like cybercrime and identity theft. If disaster strikes, who’s going to break the bad news that they aren’t covered? To be their insurer of choice – whether personal or commercial – you need to be proactive, figure out what they need now, and get them the best coverage possible.

That’s where Pega comes in. You need a solution that looks at all your customer data, understands and analyzes customer context in real time, and then drives AI-powered recommendations to help you make relevant and personalized offers. Our intelligent guidance will give your agents early identifiers, solid scripting, and matched offers – all supported by your perfectly personalized outbound marketing campaigns.

Then if disaster strikes, you’ll have it covered. All of it.

Improve Customer Retention & Loyalty

Your customers might be 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.

Data Sheet

Pega Next-Best-Action for Insurance

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

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Demo Video | 1:53

Pega Distribution Management for Insurance

Give every rep the chance to execute like your best.

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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 that no matter where you’re starting from, it’s easy to make frictionless service a reality.

Video | 2:48

AEGON Transforms Customer Service with Pega

You won’t believe how much AEGON improved their NPS and first call resolution rate.

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Product Demo | 1:58

Pega Customer Service for Insurance

Your policyholders expect their experiences to be personalized. This is the desktop that does it.

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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.

Achieve New Levels of Operational Excellence

Look beyond the robot band-aid

You know disparate and disconnected point solutions won’t transform your end-to-end digital processes. And if you buy the hype that “deploying a bunch of robots” is an automation strategy, it’s going to get real ugly, real fast. You need to reduce the cost of delivering service to your customers…but you’ve got to take a smart approach to getting there.

According to McKinsey, the best automation strategies start by “taking an end-to-end view of the outcome needed” and applying the right automation technology to the right problem.

Pega is the industry’s only unified Digital Process Automation platform, with robotics, process automation, and case management together in a unified architecture. We build in powerful decision analytics, so you’ve got everything you need to automate any process in your business. You can move as fast as any point solution – faster, even – and still deliver the end-to-end results that drive costs down and push customer satisfaction sky high.

Case Study

Desktop Automation for Insurance

See how a North American insurance provider saved hundreds of hours per CSR.

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Aegis Creates a Next-Generation Underwriting System

Take a look inside Aegis’ next-generation underwriting system.

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Streamline the Underwriting Process

Make every underwriter an overachiever

You might have the world’s hardest-working underwriters, but they’ll never realize their potential without the right tools. Legacy systems, manual workarounds, and inconsistent processes keep them from delivering for producers or policyholders.

If you’re struggling to get new policies into market or improve your hit ratios, your old, slow systems could be to blame. And as industry changes accelerate, only the agile will be able to keep up.

Pega’s underwriting automation solutions were designed to meet these challenges, and more. By seamlessly connecting the front and back office, you’ll exceed expectations, operate simply, and embrace agility. So you can fast-track quote acceptance. Respond to market shifts before competitors. And free your staff to achieve extraordinary results.

Win more business. Exceed client expectations. Work smarter.

Explore featured applications and solutions for property & casualty insurers:

Pega Marketing for Insurance

Personalize your customer interactions.

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Pega Customer Service for Insurance

Transform. Engage. Innovate.

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Pega Distribution Management

Optimize the effectiveness of your agents and brokers.

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Pega Underwriting Automation

Exceed expectations and accelerate quote turnaround.

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Get Pega for Property & Casualty Insurance

Let us show you how Pega can help your business.