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Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Our innovative technology is specifically designed for the pension sector, emphasizing a digital-first approach that simplifies pension administration for employers. Furthermore, our app enables members to effortlessly oversee their pension savings whenever they choose, with just a simple tap. We are committed to investing members' pension funds to ensure robust returns while actively addressing climate change to foster a healthier society and planet. Our goal is to achieve net-zero emissions by 2040, along with a 50% reduction in emissions by 2025. To safeguard members' pension savings, we implement strong governance practices, complemented by oversight from independent trustees. Recognizing that financial needs vary for each individual during retirement and can evolve over time, we have developed Smart Retire to adapt to these changing requirements. Our commitment to a user-friendly, tech-driven solution ensures that both employers and members can navigate their pension needs efficiently and effectively. The combination of our strategic investments and advanced technology places us at the forefront of the industry, dedicated to both financial growth and social responsibility.

Description

Union Fusion oversees various local dues, manages apprenticeship information for JATCs, handles remittances, benefits administration, and a host of additional services. The platform facilitates dues collection, offers a member portal, supports scheduled payments, manages dues checkoff, and organizes events while maintaining a robust contact management system. In terms of apprenticeship oversight, it handles everything from upgrades and on-the-job training (OJT) to certifications, class administration, grading, and tracking attendance. Furthermore, it manages remittances, benefits disbursements, pensions, health benefits, disability payments, annuities, and 401k accounts seamlessly. Our integrated payment solution allows users to process dues in a single action, ensuring a swift and efficient experience. Members can conveniently pay their dues online or arrange for monthly payments, enhancing accessibility and flexibility. Additionally, we provide integrated communication tools that utilize Amazon Simple Email and Twilio for text messaging and automated calls, ensuring that all stakeholders stay informed and connected.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Web Services (AWS) No 
Pento Yes 
Seers AI Yes 

Integrations

Amazon Web Services (AWS) Yes 
Pento No 
Seers AI 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 Yes 
Live Rep (24/7) No 
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) No 
In Person No 

Types of Training

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

Vendor Details

Company Name

Smart Pensions

Country

United States

Website

www.autoenrolment.co.uk

Vendor Details

Company Name

Union Fusion

Country

United States

Website

www.unionfusion.com

Product Features

Benefits Administration

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

Product Features

Association Management

Chapter Management No 
Committee Management No 
Dues Management No 
Election Management No 
Email Marketing No 
Event Management No 
Financial Management No 
Fundraising Management No 
Jobs Board No 
Member Communities No 
Member Directory No 
Member Portal No 
Membership Management No 
Website Management No 

Benefits Administration

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

Contact Management

Activity Management No 
Appointment Management No 
Contact Database No 
Contact History No 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management No 
Prospecting Tools No 
Sales Pipeline Management No 
Search / Filter No 
Segmentation No 
Shared Contacts No 
Social Media Integration No 

Membership Management

Application Management No 
Automatic Renewals No 
Committee Management No 
Dues Management No 
Email Marketing No 
Event Management No 
Member Directory No 
Member Portal No 
Member Types No 
Membership Database No 
Nonprofit Membership No 
Payment Processing No 
Website Management No 

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