Case Study: Primerica achieves personalized prospect and client experiences with Pegasystems

Primerica creates personalized experiences for prospects and clients

Primerica, a North American financial services company, was working through an enterprise digital transformation and needed to reduce costly customizations in its Pega-based Rep Marketing Center. The company wanted to return to out-of-the-box functionality on the Pega Platform to improve operational processes, employee satisfaction, and the experience for prospects, clients, and independent representatives.

Pegasystems, working with partner IQZ, helped Primerica redesign the RMC with fewer customizations and new capabilities such as AI-driven next-best-content, real-time campaigns, and personalized landing pages. The result was a more user-friendly, modern platform that improved agent efficiency, enabled one-to-one personalized experiences, increased visibility into the prospect-to-customer journey, and significantly reduced time to market for new B2C services.

Primerica

Dale Tuck

Chief Information Technology Officer