Pega-Based Management and Marketing Tool

Kaiser Permamente

Project Type
Technologies
  • CSS
  • HTML
  • Pega
Roles
  • Creative Design
  • Information Architecture
  • Quality Assurance
  • User Experience Design

Managing a book of business and getting customized marketing pieces has never been this easy.

A Single Sign On to Rule Them All

Creating simple solutions is great, but creating simple solutions that exist in an easy-to-use ecosystem is even better. With one login, users can manage their book of business and create, email or order customized marketing pieces.

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If you care about privacy and compliance, you probably know about Pega.
This is Pega with a makeover.

Pegasystems is a leader in the healthcare industry. It’s logical, compliant and powerful…and utilitarian. We specialize in creating custom front end solutions for Pega web applications that make the system user friendly, look great and leverage all the power that Pega has to offer. That’s the best of both worlds.

Managing a book of business, large or small, made easier.

Our client needed a solution that made managing the individual and family market easier for their broker partners. We created a robust web application that does just that. With a multitude of lead management tools and proactive renewal notification options, brokers can map out their day, week, or month to stay ahead of renewals, manage leads, and ultimately, generate sales!

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Hit the road, Jack.

Brokers will tell you that the in-person sales call is what seals the deal. Our client did too, so we integrated tools to make that easy. Brokers can easily see their active leads and renewals on a map, create a game plan then get on the road.

Get in touch. Stay in touch.
Earn their business.

With contact lists and built-in messaging, staying on top of renewals and the sales cycle is easy. We created a one-stop-shop to keep even the biggest book of business manageable.

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Another great tool for making the sale
The Advanced Marketing Program (AMP)

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Version Control. Cost Control.
Instant delivery of marketing materials with AMP!

Our marketing material management solution allows our client to keep all of their marketing materials up-to-date, easy to access, and easy to order. Because it’s available anytime, brokers can get what they need, when they need it, and without the need to stockpile printed materials.

Regardless of delivery method brokers get what they need when they need it.

GET IT PRINTED
Integrated print order system allowing brokers to purchase printed materials and more on their own time.

DIRECT EMAIL
Send generic or custom versions of collateral to clients without leaving the application.

DOWNLOAD
Download PDF versions of materials to share, print, or email on their own.

Now that you've seen an example of our process, let us know how we can apply it to your project.