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
By Our Union for your Union.
Un1on Member Engagement Software allows you to connect with your union members in a consistent, easy way.
Here are some of the things you can do to organize and support union resources:
Create Reports - create, edit and share reports on member lists, job sites, communication engagement, key dates, case stages, and so much more.
Collective Agreements - easily search your Collective Agreements with a full-text search. Your agreements are automatically turned from pdf to searchable text via OCR. Upload past Collective Agreements to search for keywords on-the-fly and view historical data during bargaining sessions.
Map Areas - Built-In map templates of electoral districts to see your members and worksites by ridings and wards. Easily send out comms to members in a particular area (a valuable tool during elections).
Committees - Set up Committees and assign members to them. Easily organize all files, notes, documentation and decisions in a central place. Upload meeting minutes for each committee.
API Access
Has API
No
API Access
Has API
No
Integrations
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Dynamics 365
No
QuickBooks Online
No
Salesforce
No
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Dynamics 365
Yes
QuickBooks Online
Yes
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$0.75/member/month
Depending on the size of the union prices change.
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
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Union.dev
Founded
2019
Country
United States
Website
union.dev/pension-os
Vendor Details
Company Name
Union Digital
Founded
1980
Country
Canada
Website
un1on.ca
Product Features
Product Features
Association Management
Chapter Management
Yes
Committee Management
Yes
Dues Management
Yes
Election Management
Yes
Email Marketing
Yes
Event Management
Yes
Financial Management
No
Fundraising Management
No
Jobs Board
Yes
Member Communities
No
Member Directory
Yes
Member Portal
Yes
Membership Management
Yes
Website Management
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
Yes
Membership Management
Application Management
No
Automatic Renewals
No
Committee Management
Yes
Dues Management
Yes
Email Marketing
Yes
Event Management
Yes
Member Directory
Yes
Member Portal
Yes
Member Types
Yes
Membership Database
Yes
Nonprofit Membership
Yes
Payment Processing
Yes
Website Management
Yes