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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

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
QuickBooks Online
Salesforce

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
QuickBooks Online
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$0.75/member/month
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

Union Digital

Founded

1980

Country

Canada

Website

un1on.ca

Product Features

Product Features

Association Management

Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Membership Management

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

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