The Pega Agentic AI proactively queried Knowledge Buddy to provide the customer with accurate insurance criteria for their personal loan application.

Key benefits:

•Proactive guidance: Surfaces eligibility criteria at the right moment, reducing surprises late in the application.

•Faster decisions: Minimizes back-and-forth by providing the right information upfront.

•Improved customer experience: Clear, timely insights build trust and reduce friction.

•Higher conversion: Applicants are more likely to complete when they understand requirements early.

•Better accuracy and compliance: Standardized, up-to-date criteria help ensure consistent decisions.

•Personalization: Context-aware recommendations tailored to the applicant’s profile and loan type.

•Operational efficiency: Shorter handling times and fewer follow-ups across the loan workflow.

Demo:

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