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Article

Aug 13, 2019

Pega Sales Automation for Insurance™ includes numerous artificial intelligence (AI) features to help you to personalize your sales offers. Review the following list of the Pega Sales Automation for Insurance key AI capabilities: Accelerate lead qualification by using Sales Chatbot. For more…

Article

Aug 9, 2019

Pega Sales Automation™ applications provide a set of standard dashboard widgets that capture your sales data to give you a real-time view of the state of your business. You can customize dashboards to display the widgets that you need. When customizing dashboards, the widgets window shows a list of…

Article

Aug 9, 2019

Pega Sales Automation™ applications provide a set of standard reports that capture your sales data to give you a real-time view of the state of your business. In addition to the provided reports, you can create your own reports to analyze the data that is most important to your organization. For…

Article

Jul 23, 2019

Pega Sales Automation™ uses Pega's Customer Decision Hub and Decision Management capabilities to identify the next best action for every sales opportunity. Prerequisites Before you begin your configuration, ensure that the following conditions are met: Pega Sales Automation is installed…

Article

Jul 8, 2019

Pega Sales Automation for Insurance provides a set of insurance-specific dashboard widgets and reports that capture your sales data to give you a real-time view of the state of your business. Select the dashboard layout, widgets, and widget arrangement that you want to display on your personal…

Article

Jul 4, 2019

When you configure next-best-action strategies for Pega Sales Automation, you can display the Next best actions widget on your sales representative's dashboards. The widget displays the top ten (ranked) actions for the sales representative. Each action includes a tooltip that displays the…

Article

Jul 2, 2019

Pega Sales Automation for Insurance provides an interface into Pega Underwriting for Insurance to create new submission cases. Pega Sales Automation for Insurance and Pega Underwriting for Insurance have been designed to communicate by using Federated Case Management. One feature of Federated Case…

Article

Jun 17, 2019

The Pega Sales Automation™ application uses decisioning capabilities to provide predictive lead scores for lead ranking. The lead score predicts how likely it is that a lead will turn into an opportunity. This helps to focus on the most promising leads to maximize sales. For information about this…

Article

Jun 7, 2019

Artificial intelligence in Pega Sales Automation for Insurance helps you to proactively assess risks on deals in the pipeline, coach newly recruited sales representatives, and identify leads that have a high probability to be converted to opportunities. Before using artificial intelligence insights…