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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Transform the management of your benefits and retirement plans with a solution that is comprehensive, scalable, and cost-effective. Oliver offers innovative benefits administration software designed to revolutionize the way you handle these crucial aspects. With the significant responsibility of migrating and managing vast amounts of sensitive employee information, our team draws on decades of expertise to facilitate a seamless Data Migration process. Accurately assessing and establishing eligibility for hourly workers can be challenging, particularly when dealing with intricate plan details, but Oliver’s Hour Bank Product is here to simplify your workflows. Additionally, making modifications to legacy systems can lead to considerable challenges for administrators, often hinging on the availability of a single person. Discover how our thoughtful configuration strategy enhances the effectiveness of our Pension Plan Products, ensuring that you can efficiently navigate these complexities. By embracing Oliver, you’re not just adopting a software solution, you’re investing in a more streamlined and efficient future for your organization.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Oliver Benefits Administration Software

Founded

1978

Country

Canada

Website

oliver.app/

Vendor Details

Company Name

PensionPro

Founded

2010

Country

United States

Website

pensionpro.com

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Product Features

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