Case Study: Zurich Santander achieves faster product launches and underwriting efficiency with Pegasystems (Pega)

Zurich Santander automates underwriting with Pega

Zurich Santander, part of Zurich Insurance Group, struggled with legacy systems, manual underwriting, and slow product launches across more than nine million customers. Using Pegasystems’ Pega Platform, the company needed a way to unify product management, streamline underwriting, and deliver more personalized offers and quotes across channels.

Pegasystems implemented Pega Product Builder and AI-driven automation to decouple processes from legacy systems, automate data capture, and improve pricing accuracy. The results included a 50% reduction in time to market for new products, an 80% efficiency gain in the product model, and more than 1.1 million personalized quotes delivered per month.

Zurich

João Viana

Head of Customer Strategy