Bringing AI to Pension Risk Transfer and Group Benefits

Simplify the creation of Group Benefit Booklets with AI assistants that generate comprehensive booklets personalized to the level of the individual employee as needed. It can also perform a detailed clause-by-clause audit comparing an old booklet from the earlier insurer with the new ones to ensure a seamless port-over.

Streamline the commercial onboarding process of new employers with AI tools that identify discrepancies between contracts and policy booklets, automate the extraction of provisions for system setup, and ensure accurate data migration from previous administrators with minimal errors.

Enhance the administration process with AI-assisted adjudication support, automatic reconciliation of payroll discrepancies, pre-adjudication assistance for call-center agents, and plain-language explanations of adjudication codes for better communication with clients.

Improve operational efficiency with AI-driven training simulations for new agents that understand each employers’ benefits policy to create realistic call scripts. Automate form updates to reflect policy changes of the customer, legal changes from customer or insurer, and evolving business processes across the policy lifecycle.