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Next best actions provided out of the box (8.5)

Updated on April 23, 2021

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 displayedCriteria when generatedNew NBAGroup NBA [Y/N]Default rankAvailable on mobile [Y/N]
Pursue high priority web leadHigh priority lead was created from website todayFalseN999990Y
You have N accounts to reviewInternal policy was created from an external source FalseY999990Y
Close opportunity as wonOpportunity is open and internal policy created in underwriter systemFalseN135Y
N opportunities have had no engagements in the past weekNo upcoming task, appointment, or recent updates for the opportunityTrueY130Y
N new leads assigned since last weekNeed initial outreach for the newly assigned lead.TrueY125Y
N leads that are inactive for more than X weeksNo recent activity on the lead by the current ownerTrueY120Y
Qualify out N opportunitiesAll internal quotes are UW declinedFalseY115Y
Close opportunityClose date is in past or expiring policy of renewal or remarket  opportunity expiredFalseN110Y
Priority taskOpportunity task with priority as 1-High or 2-MediumFalseN100Y
N emails may need immediate attentionNegative sentiment for an email from a customer or prospectTrueY100Y
Ensure renewal of N policiesInternal policy is expiring in X upcoming daysFalseY100N
Compete at renewal for N competitor policiesExternal policy is expiring in X upcoming daysFalseY90N
N emails need you to respondNo response for an email from a customer or prospectTrueY90Y
Prepare a competitive proposal for N opportunitiesNo internal quotes for an opportunity are presentFalseY90N
N emails need you to follow-up onNo response from a customer or prospect for an emailTrueY85Y
You have had no interactions with these contacts with open opportunities in the last X weeksNo recent interaction with these contacts with open opportunitiesTrueY80Y
Contacts that you recently interacted with are missing key informationContact is missing key information, for example, work phone or work emailTrueY78N
Review N opportunities amountThe 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 moreFalseY75Y
Life insurance checkupContact's milestone birthday (40,45,50,55,60,65) is within next 30 daysFalseN75N
Pursue umbrellaContact is married or reaches the age of 30 and have home owners or auto policy but no umbrella opportunity is presentFalseN70N
Progress opportunityOpportunity is in current stage for more than X daysFalseN70Y
Update meeting outcome for N appointmentsMeeting notes are not updated for the past appointment with the customer or prospectTrueY65Y
Gather more top-level contactsNo senior level contacts for an organization with open opportunitiesTrueY55N

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.

  • Previous topic Configuring next-best-action strategies for Pega Sales Automation For Insurance 8.5
  • Next topic Pega Sales Automation for Insurance dashboard widgets and reports

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