I2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent Automation
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Pensions Administration Industry

  • Banking and Finance Industry
  • Insurance Industry
  • Fund Management Industry
  • Pensions Administration Industry
  • Telecoms & Media Industry
Home Industries We Work In Pensions Administration Industry

Case Management solutions for Pensions Administration

Insight 2 Value offers Business Automation and Customer Workflow solutions for Pensions Administration.

Our solutions are aimed at both in-house scheme managers who manage one or more schemes for large organisations and third-party administrators (TPAs) who provide a managed service for one or more pension schemes.

Our solutions enable Pension Administrators to dramatically improve productivity whilst providing unprecedented insights into operational performance.

Solutions can be implemented in weeks rather than months and quickly tailored to the specific needs of each organisation.

Solutions enables both scheme and member processes to be managed and provides the following ready-built processes out of the box:

Member processes:

  • Provide a member with a statement of their current pension value
  • Change a member’s address
  • Provide forecasts of their current pension value based on various contribution scenarios
  • Transfer a member’s pension or move it to a different scheme

Scheme processes:

  • Collect and distribute monthly company contributions amongst scheme members
  • Change members amongst schemes
  • Change contribution amounts
  • Calculate the total scheme value

These processes can be refined to meet the specific needs of each administrator, and further processes can be easily added as required.

The solution provides the following features for each process:

  • Generate detailed reports on performance against targets to ensure Service Level Agreements are met
  • Make real-time performance data available to enable managers and team leaders to manage their workloads and SLAs
  • Route and Allocate work to teams using sophisticated but flexible rules based on work types, schemes and management companies.
  • Provide different means of retrieving work dependent on users’ roles and the step within the process
  • Enable the automated capture of inbound correspondence, including letters, emails, text messages and web forms
  • Create work from inbound or outbound documents as well as at specific points in the process based on certain criteria
  • Automatically capture data from correspondence
  • Collaborate with other team members to share vital information and knowledge
  • Generate and capture outbound correspondence
  • Make all content available from your Pensions Administration system
  • Create business rules to enable many varied business scenarios to be supported
  • Undertake case analytics to provide a consistent view of structured and unstructured data across all work in the solution and content outside of the solution

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  • Home
  • About
    • About
    • Why Choose I2V?
    • ServiceNow
    • IBM
    • Meet The Senior Management Team
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy Pensions Admin)
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Services
    • Services Overview
    • Managed Services
    • Unstructured Data Discovery
    • Content Migration
    • System Upgrades
    • Solution Design and Implementation
    • Monitoring your ECM Platforms
    • Consultancy
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy – Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Solutions
    • Solutions Overview
    • Solutions For Customer Service
    • Solutions For GDPR
      • Data Breach Management
      • Subject Access Request
      • Privacy Risk Impact Assesment Management
    • Solutions For Complaints
    • Solutions For Guidewire
    • Solutions for Legacy Data Clean Up
    • Solutions for Safeguarding
    • Monitoring your ECM Platforms
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy – Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • By Industry
    • Industries Overview
    • Banking and Finance
    • Insurance
    • Pensions Administration
    • Fund Management
    • Telecoms & Media Industry
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Blog
  • News
  • Partners
    • Partners Overview
    • ServiceNow
    • IBM
  • Contact
I2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent Automation