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Updated on October 6, 2021

Pega Sales Automation for Insurance is designed to help insurers improve the performance of these professionals while providing the front office staff that supports the producer the tools to interact, support, and manage the channel. It is the only tool that enables insurers to operationalize business strategies, streamline processing, and provide visibility into all sales activities to producer and management alike.

Pega Sales Automation for Insurance:

  • Creates a single point of entry for all producer needs in the context of the producer.

  • Leverages artificial intelligence to provide client specific recommendations to the producer real time, improving close ratios, and improving the sales skills of the entire producer force.

  • Pulls back-office processing forward, which enables producers to decrease sales cycle times and focus on selling, not processing.

  • Embeds rules and processes to ensure compliance with regulatory/corporate requirements and to support business goals and strategy.

  • Provides the front office with tools to manage and collaborate with producers.

  • Accelerates end-to-end processing and maximizes sales effectiveness by integrating with existing enterprise systems and capabilities.

  • Enables the insurer to create a user experience that matches the role of the producer. The way that an insurer provides a desktop for a tied/captive/exclusive agent is different than the way it collaborates with an independent agent/broker or other partner seller via portal. Pega Sales Automation for Insurance can create the experience that matches the producer strategy and requirements.

Intelligent support for producer sales processes

Supporting professional producers can be a complex and expensive process. Making producers as effective as possible is critical for insurers today. Pega Sales Automation for Insurance provides the tools and insight producers need to boost their sales skills, reduce processing requirements, and provide client insight that can be leveraged from lead to policy binding.

The following are the key features:

  • Guided selling to increase producer effectiveness and adherence to regulatory requirements, underwriting requirements, and company guidelines.

  • Actionable client insight based upon available internal and external data, and business strategies.

  • Sales process management to:

    • Accelerate the sales cycle

    • Manage the full sales cycle consistently and automatically

    • Reduce human error and inconsistency

  • Provide producers a seamless sales process by providing a single "pane of glass". Eliminates the need to access multiple systems as a part of the sales process by integrating underlying systems and processes (policy administration, rating, illustration, billing, commissions, etc.) into Pega Sales Automation for Insurance.

  • Real-time reporting and dashboards to improve visibility into each producer's pipeline and performance.

  • Empowers your producers and front office staff to be productive everywhere by seamlessly delivering the sales experience on any device, including tablets and smartphones. Sales automation can be managed on a mobile device through a portal or as a separate mobile application.

  • Configurable models and built-in adapters to reduce implementation time and risk.

Empower the front office

Front office staff needs complementary functionality to the producers, to facilitate quick turnaround, provide superior producer support, improve the quality of the book written, and improve hit ratios. Front office, back office, and producers can work together to guide prospects and clients from lead qualification through binding the coverage. Additionally, the front office needs the tools to manage producers' performance and improve the way the field is selling overall. Pega Sales Automation for Insurance enables:

  • Full pipeline visibility tracking and producer performance monitoring

  • Leverage metrics and artificial intelligence to provide front line managers with tools to mentor producers

  • Single consolidated desktop eliminating the need to perform tasks across multiple systems

  • Collaboration with producers, underwriters, and other team members

  • Automation of repetitive, structured tasks where collaboration is not needed

  • Visibility into service activity for shared clients done in Pega Customer Service for Insurance give agents and front office staff a quick and easy way to understand key parts of each client's experience.

Quick deployments and ability to specialize

Pega Sales Automation for Insurance is a full featured turn-key solution that you can quickly deploy. Additionally, since it is built on the Pega Platform, using Pega's proven development methodology, you can implement new capabilities in short iterative cycles, directly capturing objectives with minimal coding. The application is designed to be configured to leverage enterprise systems of record (policy administration, commissions, billing, claims, and so on).

With Pega Sales Automation for Insurance, you can:

  • Build and specialize applications quickly - built on the world leading Pega Infinity TM Platform, Pega Sales Automation allows you to manage your enterprise's complexity, develop and change applications 7x faster than Java coding. You can configure and run an unlimited combination of sales processes on one application. The Pega Platform also allows you to maximize existing technology investments and ensure the fastest time to value by easily integrating with and orchestrating legacy systems.

  • Choose cloud or an on-premises deployment - you choose the best deployment option to manage your business most effectively. You can run your application with confidence, knowing that you are running on proven technology that has been securely scaled to meet the needs of the world's most complex and demanding organizations.

  • Delegate authority - based upon strategic design decisions, you can delegate configuration of some capabilities to appropriate business users to speed the ability to change implemented solutions, striking the right balance between what is owned by IT versus the business community.

  • Avoid the Legacy Trap - by leveraging Pega's unique configuration process, separating your business logic from the underlying code, your organization can take advantage of technology upgrades quickly without having to reimplement.

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