Case Study

New York Life: Standardized, Scalable Business Processes

Innovative Long-Term Care Insurance (LTCi) provider New York Life Insurance needed to standardize technology and make processes scalable to address current and future new business-related activities including information entry, application processing and underwriting, as well as supporting future LTCi claims management processes. With a focus on reinventing and streamlining processes, the company chose Pega for its ability to track and manage case complexities while providing a holistic view of the process.

Business Goals:

  • Standardize disparate technology
  • Develop cohesive, scalable processes to operate the business
  • Cut costs, processing time & minimize future costs
  • Reduce paper backup file dependencies


  • Shorter timeframes for new business processing
  • Lower dependency on hard copy documents, manual processes
  • Reduced development & implementation time for new business solutions
  • Minimized training time with intuitive, feature rich interface
  • Extensive reporting


Related Resources

PegaWorld 2018 promo card

PegaWorld 2018

Registration is Now Open

Discover why 4,500 global leaders plan to join us next June in Las Vegas!

The Alternative


Don’t fall for the hype. See why today’s leading enterprises choose Pega CRM.