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Data Sheet

Pega Distribution Management for Insurance

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Enhance Captive Channel Sales Effectiveness

KEY CHALLENGE:
Insurance carriers must reinvent the captive distribution model in order to fend off competition from price-driven, direct channels. Carriers must be easy to do business with and demonstrate the value tied agents and representatives add in the insurance sales process – a daunting challenge as carriers must meet profitable growth targets while cultivating the next generation of insurance producers.

THE SOLUTION:
Pega Distribution Management for Insurance helps every agent execute like a top performer regardless of skill or tenure. Sales personnel leverage predictive and adaptive analytics to personalize each sales interaction and dynamically match the carrier’s offerings to each policyholder’s unique needs. Pega optimizes each sales interaction and seamlessly integrates with the back office to fulfill sales activities in real time. With Pega, carriers attain an agile, intelligent sales platform to accelerate sales production and maximize book of business potential for generations to come.


Tags

Industry: Insurance Product Area: Marketing Topic: Personalized Customer Experiences

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