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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
API Access
Has API
Integrations
QuickBooks Online
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
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
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management