Case Study: Primerica achieves 20% faster case processing with Pegasystems' Pega UI Kit

Primerica empowers employees with Pega’s UI

Primerica, the largest independent financial services marketing organization in North America, needed a more intuitive way to manage back-office work during its digital transformation. Its teams were relying on spreadsheets, reports, and disconnected tools for workflow, case management, routing, and prioritization, making it hard to assign work by skill and give employees only the information they needed.

Pegasystems helped Primerica implement Pega’s UI Kit and out-of-the-box UX/UI capabilities, along with Situational Layer Cake, to standardize workflows and simplify case management across groups. With Pegasystems, Primerica reduced case processing time by about 20%, improved employee satisfaction within months, and strengthened collaboration between business and technology users.

Primerica

Michael Adams

Assistant Vice President, Life Ops Projects