Next best actions provided out of the box (8.5)
Pega Sales Automation for Insurance™ includes a number of next best actions for use out of the box. Review the table below for the usage of these next best actions, as well as to check whether the next best action is compatible with mobile apps.
The next best actions provided with Pega Sales Automation for Insurance are listed in the table below, with their default rank, the criteria based on which the next best action is displayed, and whether it is also available for use in mobile apps. An X in the table is a user-definable variable in the system and N is a number of work objects eligible for a next best actions.
| NBA displayed | Criteria when generated | New NBA | Group NBA [Y/N] | Default rank | Available on mobile [Y/N] |
|---|---|---|---|---|---|
| Pursue high priority web lead | High priority lead was created from website today | False | N | 999990 | Y |
| You have N accounts to review | Internal policy was created from an external source | False | Y | 999990 | Y |
| Close opportunity as won | Opportunity is open and internal policy created in underwriter system | False | N | 135 | Y |
| N opportunities have had no engagements in the past week | No upcoming task, appointment, or recent updates for the opportunity | True | Y | 130 | Y |
| N new leads assigned since last week | Need initial outreach for the newly assigned lead. | True | Y | 125 | Y |
| N leads that are inactive for more than X weeks | No recent activity on the lead by the current owner | True | Y | 120 | Y |
| Qualify out N opportunities | All internal quotes are UW declined | False | Y | 115 | Y |
| Close opportunity | Close date is in past or expiring policy of renewal or remarket opportunity expired | False | N | 110 | Y |
| Priority task | Opportunity task with priority as 1-High or 2-Medium | False | N | 100 | Y |
| N emails may need immediate attention | Negative sentiment for an email from a customer or prospect | True | Y | 100 | Y |
| Ensure renewal of N policies | Internal policy is expiring in X upcoming days | False | Y | 100 | N |
| Compete at renewal for N competitor policies | External policy is expiring in X upcoming days | False | Y | 90 | N |
| N emails need you to respond | No response for an email from a customer or prospect | True | Y | 90 | Y |
| Prepare a competitive proposal for N opportunities | No internal quotes for an opportunity are present | False | Y | 90 | N |
| N emails need you to follow-up on | No response from a customer or prospect for an email | True | Y | 85 | Y |
| You have had no interactions with these contacts with open opportunities in the last X weeks | No recent interaction with these contacts with open opportunities | True | Y | 80 | Y |
| Contacts that you recently interacted with are missing key information | Contact is missing key information, for example, work phone or work email | True | Y | 78 | N |
| Review N opportunities amount | The premium amount of the external quote is lower than the opportunity amount or the difference between the opportunity amount and the internal quote amount is X% or more | False | Y | 75 | Y |
| Life insurance checkup | Contact's milestone birthday (40,45,50,55,60,65) is within next 30 days | False | N | 75 | N |
| Pursue umbrella | Contact is married or reaches the age of 30 and have home owners or auto policy but no umbrella opportunity is present | False | N | 70 | N |
| Progress opportunity | Opportunity is in current stage for more than X days | False | N | 70 | Y |
| Update meeting outcome for N appointments | Meeting notes are not updated for the past appointment with the customer or prospect | True | Y | 65 | Y |
| Gather more top-level contacts | No senior level contacts for an organization with open opportunities | True | Y | 55 | N |
When you set the UsePreloadedNBA dynamic system setting to true, you can use the next best actions listed in the table above with True or False in the third column. For these next best actions, the GenerateNBA job scheduler runs daily and calculates the next best actions for all of the records in the system, and then saves it in the NextBestActions data set. Next best actions in the NextBestActions data set are then displayed on the dashboard in the Next Best Actions widget. Setting the UsePreloadedNBA dynamic system setting to true to increase performance.
Group NBA in fourth column of above table will come into effect when UsePreloadedNBA dynamic system setting is set to true. When next best action has Group NBA as True then all work objects which are eligible for this next best actions will be grouped together and displayed on dashboard widget.
When you set the UsePreloadedNBA dynamic system setting to false, you can use the next best actions listed in the table above with False in the third column. The system calculates these next best actions instantly and displays them on the dashboard and in the Opportunity Insights widget.
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