Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Best practices for bundling for Insurance

Updated on September 15, 2022

Insurance bundling is a common practice within the insurance industry. This document provides guidance and best practices for how to implement bundling for insurance actions while using the Next-Best-Action Designer Template for Insurance.

Pega Customer Decision Hub

Bundling actions is a Pega capability shipped with Pega Customer Decision Hub.

In typical marketing scenarios, bundling can be used for a variety of reasons, such as incentives, logistics, etc.

Pega actions or offers within a bundle are categorized into two rules: parent action and member action.

The parent action and the details of the parent action represent the bundle itself. For example, the name of the parent action may be Home and Auto.

Pega supports 3 types of action bundling: Fixed Bundle, Flexible Bundle, and Grouped actions.


For insurance bundling, Pega recommends using fixed bundles. Different combinations of fixed bundles are provided so that the customer can choose to up-size or cross-sell, or simply buy a fixed bundle, rather than one particular type of insurance.

Fixed bundles are preferable to other types of bundles, because a bundle is only valid if the customer accepts or purchases the bundle in its entirety (all members).

If a customer is choosing between bundling 2 and 3 insurance packages, this would be treated as two separate fixed bundles, so that the different incentives can be provided for the two separate bundles.

The following figure shows how the Next-Best-Action Designer for Insurance is configured:

Taxonomy tab in Next-Best-Action Designer for Insurance

Issues correlate to business lines. As such, you will create multiple copies of the bundles within each respective issue and possibly within a different groups in that issue. For example, a Home and Auto bundles will have to be defined both under the Homeowners Issue, Sales Group and the Automobile Issue, Sales Group.

If from a business requirement perspective, you always provide a bundle, then you should create a bundle group under each of the issues, so that you can provide bundles as long as someone showed interest in the issue.

To learn more about how to create fixed bundles, see Designing Flows for Bundles.

  • Previous topic Bundled email treatments
  • Next topic Configuring an action flow to write information to an external system

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us