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Pegasystems wins Zurich Insurance deal

The Boardroom Jason Stamper

09:41, January 7 2013

To streamline commercial underwriting in Switzerland

Business process management and customer relationship management player Pegasystems announced that it has signed a deal with Zurich Insurance Group for a BPM system for its commercial underwriting process in Switzerland.

Zurich is a multi-line insurance provider which serves customers in more than 170 countries.

The commercial underwriting process encompasses both the broker and agent channel, spans several products and includes new business as well as renewal business. For Sepp Ruchti, project leader, business transformation, Zurich Switzerland, the focus is on improving the experience for customers. "We aim to reduce the complexity of the work environment for our employees, which will result in us being able to better serve our customers. Automation of this kind will help us to become more efficient."

"Zurich is developing the BPM solution in co-creation sessions thanks to how Pega is designed. This approach results in a solution not only developed together with our users but also based on their specific needs. It has led to a very strong buy in for the solution and has also meant that we have the benefit of real-time change management," Ruchti added.

Alan Trefler, founder & CEO of Pegasystems added, "Zurich has a vision to improve service quality, which is exactly what Pega strives to help our customers achieve with every implementation. By putting the emphasis on customer service, Zurich will not only streamline its processes but will also be perfectly poised to build upon this for the future by building true customer loyalty."
The project kicked off at the end of 2012 and the roll out will start in 2013.

Q&A: What chess can teach us about BPM and CRM: Jason Stamper's recent interview with Alan Trefler, Pegasystems founder and CEO.

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