Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

PensionPro is a comprehensive cloud software solution aimed at enhancing the efficiency of Third Party Administrators (TPAs) by simplifying plan management, client interactions, and overall business operations. It features three different levels: TRACK, TEAM, and BUSINESS, each specifically designed to cater to diverse organizational requirements. TRACK is the foundational tier, offering fundamental tools such as Client Relationship Management (CRM), a Plan Cycle Milestone Dashboard, and basic reporting options. Additionally, it grants access to PlanSponsorLink.com, a secure portal that facilitates seamless information sharing between administrators and their clients. The TEAM tier builds on the capabilities of TRACK by incorporating features like online data collection, time tracking, mass email functionality, fee schedule oversight, and integration with ftwilliam.com for necessary forms and compliance needs. This level is crafted to enhance operational organization and streamline internal processes, ultimately boosting profitability. Furthermore, the BUSINESS tier offers even more advanced tools and analytics to support larger organizations in maximizing their operational effectiveness.

Description

V3locity®, developed by Vitech, is a groundbreaking cloud-based platform for administration, engagement, and analytics that provides comprehensive business functionalities throughout the entire life cycle, alongside powerful enterprise features. This innovative platform seamlessly integrates essential administrative tasks with an exceptional digital user experience. Its modular architecture allows for adaptable and swift deployment approaches, catering to various business needs. Built on a sophisticated cloud-native framework, V3locity harnesses the distinctive advantages of AWS, ensuring a solution that excels in security, scalability, and resilience, ultimately transforming how organizations operate and engage with their clients.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PensionPro

Founded

2010

Country

United States

Website

pensionpro.com

Vendor Details

Company Name

Vitech Systems Group

Founded

1986

Country

United States

Website

www.vitechinc.com/v3locity

Product Features

Product Features

Benefits Administration

COBRA Administration No 
Claims Management Yes 
Deduction Management Yes 
Disability Insurance Administration Yes 
Employee Benefits Administration Yes 
FMLA Administration No 
FSA Administration No 
Flexible Spending Accounts No 
For Brokers No 
For Employers No 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration No 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management No 
Retiree Administration No 
Retirement Plan Management Yes 

Claims Processing

Adjustor Management No 
Case Management No 
Claim Resolution Tracking No 
Co-Pay & Deductible Tracking No 
Compliance Management No 
Customer Management No 
Electronic Claims No 
Forms Management Yes 
Paper-Based Claims Yes 
Payor Management No 
Policy Administration No 

Onboarding

Course Management No 
Document Management No 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook No 
Employee Portal No 
File Management No 
Job Description Management No 
Orientation Management No 
Self Service Portal No 
Task Management No 
Tax Forms No 
Training Management No 

Alternatives

PensionGold Reviews

PensionGold

Levi, Ray & Shoup

Alternatives

PX3000 Reviews

PX3000

Penad Pension Services
SpyGlass Reviews

SpyGlass

Beacon Technologies
PensionGold Reviews

PensionGold

Levi, Ray & Shoup
Milliman MARC Reviews

Milliman MARC

Milliman
PX3000 Reviews

PX3000

Penad Pension Services