Pega CRM for Insurance
Real-time engagement on a unified platform.
Overview
Pega CRM for Insurance is a unified platform that uses real-time AI and automation to transform customer engagement across the entire insurance lifecycle. It helps insurers deliver personalized experiences, streamline operations, and drive growth.
✨ Key Features
- Real-time AI and decisioning
- End-to-end automation
- Omnichannel customer engagement
- Low-code application development
- Case management
- Robotic process automation (RPA)
🎯 Key Differentiators
- Real-time AI and decisioning engine
- Unified platform for CRM and process automation
- Low-code development capabilities
Unique Value: A unified platform that combines AI, automation, and case management to help insurers deliver exceptional customer experiences and achieve operational excellence.
🎯 Use Cases (4)
✅ Best For
- Enabling large insurance carriers to modernize their operations and improve customer engagement.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Small agencies with limited IT resources and budgets
🏆 Alternatives
Offers a more integrated and intelligent approach to customer engagement and process automation compared to traditional CRM systems.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Varies tier)
🔒 Compliance & Security
💰 Pricing
✓ 30-day free trial
Free tier: NA
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