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Pega Sales Automation for Insurance

Optimize the effectiveness of your agents and brokers.

"We went from 14 days on the things we rolled out, to 14 minutes."

Get to know Pega Sales Automation for Insurance

Distribution Management helps producers

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.

Sales Automation Outlook Integration

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.

Distribution Management with seamless communication streams

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.

Distribution Management operationalizing sales excellence

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.

real-time insight with distribution management

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.

Additional Product Features

Independent / Captive agent support

Support both agents and front office staff: Pega lets you tailor interactions by market.

Territory Management

Create multiple territory models and associated permissions for direct and channel sales teams.

Account and Contact Management

Get a complete view of customer/agent activity history, communications, and internal discussions.

Lead and Opportunity Management

Easily track leads and opportunities from creation to close, and manage sale stage requirements.

Tasks and Activity Management

Automatically trigger reminders, tasks, and activities for approvals, onboarding steps, and more.

Sales Content Management

Share files, discuss them, and push content in real time based on the sales situation.

Omni-Channel Access

Move seamlessly from mobile to tablet to desktop without interrupting transactions.

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