Our client, affiliated with a major national insurance service provider, was looking to modernize their B2B lead management system that would result in enhanced agent productivity & overall improvement of the operational efficiency for the business.
A premium car buying service provider, affiliated with a major National Automobile Association, required an upgrade of their lead management system, that would improve the handling of qualified leads.
The client required a robust & flexible rules engine that can enable them to create business rules & automation, helping them save on operations time and costs by taking advantage of manageable processes, rules & data. As a popular timeshare vacation ownership organization known across the globe, our client wanted to change business rules with ease and speed to effortlessly meet ever-changing customer demands and enable an Agile organizational change.
Exavalu Lead Management System empowers insurers to leverage intelligent automation for incoming leads in Pega Sales AutomationTM. Insurers can deliver qualified leads to the right agent through automatic factor analysis for geographic location, historical sales rep performance, and dynamic lead scoring, and streamline workflows using efficient data processing to convert those leads into sales.