Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Pension OS, developed by Union.dev, is an innovative software solution for pension administration that simplifies the management of union pensions across various plans. This platform features a centralized database that tracks exhaustive details for every member, whether they are currently active or have left, which allows administrators to swiftly update contact details, manage dues, and handle beneficiary processes while maintaining a thorough audit trail for all modifications. It accommodates a variety of plan types, including defined contribution, defined benefit, multi-employer pension plans, and Taft-Hartley plans. The robust system incorporates a modern cloud database, customizable workflows, security-focused permissions and approvals, tailored reporting options, payment integrations, instant statements, and a comprehensive audit trail. Additionally, Pension OS enables smooth transitions for its members, facilitating the quick processing of retirements, terminations, or deaths with minimal effort, and ensuring that the administrative burden is significantly reduced. With its user-friendly interface and powerful features, Pension OS stands out as a leading choice for unions looking to modernize their pension management processes.
Description
The Plexus platform is designed to help Life and Pension providers revolutionize their operations through advanced technology, offering robust SaaS capabilities alongside effective customer engagement solutions. In this rapidly evolving technological landscape, it is crucial for organizations to stay ahead of trends and consistently surpass the expectations of their clientele. Keylane prioritizes the needs of policyholders by presenting the industry-leading platform for Life and Pension providers: Plexus. This platform integrates essential Policy Administration System features into a cohesive SaaS offering. By streamlining and enhancing processes into a flexible, modular array of vital tools, Plexus delivers significant, customer-centric experiences for industry leaders both now and in the future. Our state-of-the-art SaaS core encompasses all the essential functionalities necessary for efficient policy administration; furthermore, the API layer ensures seamless connections with both in-house and third-party applications, while customer journeys are expertly managed through our comprehensive solution, ultimately fostering deeper engagement and satisfaction. Additionally, our commitment to innovation positions Plexus as a future-ready platform that adapts to the evolving needs of the market.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Union.dev
Founded
2019
Country
United States
Website
union.dev/pension-os
Vendor Details
Company Name
Keylane
Founded
2012
Country
The Netherlands
Website
keylane.com/platforms/plexus/
Product Features
Product Features
Insurance Policy
Cancellation Tracking
No
Claims Tracking
No
Policy Generation
No
Policy Issuance
No
Policy Processing
No
Quotes / Estimates
No
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
No
Underwriting Management
Yes