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🔧 Pegasystems (Pega) Underwriting

Pegasystems (Pega) Underwriting

Intelligent automation for the modern underwriter.

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Overview

Pega's solution for underwriting is built on its core Pega Platform, which excels at intelligent automation and case management. It helps insurers automate the end-to-end underwriting journey, from submission intake and data enrichment to risk assessment and decisioning. Pega's 'Center-out' approach focuses on orchestrating workflows around the customer and the case, providing a unified view for underwriters and automating routine tasks.

✨ Key Features

  • Intelligent case management
  • AI-powered decisioning and process automation
  • Robotic Process Automation (RPA)
  • Low-code application development
  • Underwriting workbench providing a 360-degree view
  • Business rules engine

🎯 Key Differentiators

  • Powerful combination of case management and real-time AI decisioning
  • 'Center-out' business architecture is highly adaptable
  • Scalability for very large, complex enterprise deployments

Unique Value: Provides a powerful platform to intelligently automate and orchestrate complex underwriting processes, driving efficiency and consistency while empowering underwriters to handle high-value work.

🎯 Use Cases (4)

Commercial and specialty lines underwriting automation Life insurance new business and underwriting Creating a unified desktop for underwriters Orchestrating complex underwriting workflows

✅ Best For

  • Automating the new business process for a life insurer, reducing cycle times significantly.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Serving as a full-stack policy administration system (it's a workflow/decisioning layer)
  • Simple, out-of-the-box risk scoring

🏆 Alternatives

Appian Salesforce ServiceNow

Offers a more robust and integrated AI and decisioning engine compared to other low-code platforms that may require separate AI services.

💻 Platforms

Web API

🔌 Integrations

API Extensive connectors for enterprise systems Data integration with third-party providers

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies by support level tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001 ✓ FedRAMP ✓ PCI DSS

💰 Pricing

Contact for pricing

✓ 30-day free trial

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