Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Enhance engagement and streamline automation throughout every phase of the customer journey. Transition from conventional CRM systems to a comprehensive, journey-focused customer engagement platform. Whether seeking a replacement for your existing system or aiming to expand and strengthen your current setup, Pega is here to assist you. The effectiveness of your agents is crucial to achieving success. Ensure your team remains connected, efficient, and productive, no matter their location. Customers desire to feel valued and cared for; deliver them proactive, tailored, and seamless experiences across all channels. In today’s competitive landscape, comprehensive capabilities are essential. Reduce expenses and maximize your channel effectiveness through intelligent automation and efficient case management. Facilitate the connection and automation of tasks across teams and systems to expedite the resolution of customer inquiries. Pega’s AI-driven case management adjusts to various customer service needs, while pre-established microjourneys, based on industry best practices, serve as quick-start templates. This enables you to launch initiatives promptly and efficiently.
Description
Pega’s underwriting application aims to enhance the quality and consistency of underwriting for carriers while also lowering operational costs and seizing emerging market opportunities. By utilizing smart processes, the application allows carriers to scale operations efficiently, thereby boosting productivity and fostering better collaboration among underwriters. The solution enables the automation of underwriting tasks in line with established guidelines and effectively connects various functional areas through comprehensive case management, ensuring security and accountability. To maintain profitable growth, it is crucial for commercial lines carriers to have an underwriting framework that can swiftly adapt to market fluctuations and enhance operational outcomes. Pega's underwriting solutions are crafted to assist carriers in achieving these goals while also streamlining their existing capabilities and modernizing their technological infrastructure. With Pega, carriers can not only enhance their operational effectiveness but also position themselves to better meet future challenges in the insurance landscape.
API Access
Has API
No
API Access
Has API
No
Integrations
ABBYY Mobile Capture
Yes
Capgemini Intelligent Automation Platform
Yes
ClearProcess
Yes
CognitiveScale Cortex AI
Yes
Diabolocom
Yes
Documaster
Yes
Google Cloud Anti Money Laundering AI
Yes
HintEd
Yes
LinkedIn Sales Navigator
Yes
OneSpan Identity Verification
Yes
Integrations
ABBYY Mobile Capture
No
Capgemini Intelligent Automation Platform
No
ClearProcess
No
CognitiveScale Cortex AI
No
Diabolocom
No
Documaster
No
Google Cloud Anti Money Laundering AI
No
HintEd
No
LinkedIn Sales Navigator
No
OneSpan Identity Verification
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Pegasystems
Founded
1983
Country
United States
Website
www.pega.com/es/products/crm-applications
Vendor Details
Company Name
Pegasystems
Founded
1983
Country
United States
Website
www.pega.com/insights/resources/pega-underwriting-insurance
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Healthcare CRM
Audience Targeting
No
Campaign Management
No
Marketing Automation
No
Medical History Records
No
Patient Communications
No
Patient Management
No
Physician Management
No
Predictive Analytics
No
Product Features
Commercial Insurance
Billing & Invoicing
No
Broker / Agent Portal
No
Claims Management
No
Commission Management
No
Customer Portal
No
Document Management
No
Insurance Rating
Yes
Policy Management
No
Quote Management
Yes
Reinsurance Administration
No
Risk Assessment
Yes
Underwriting Management
Yes