Streamline Pension Risk Transfer Operations with AI

Unlock efficiency with AI in insurance. Transform Pension Risk Transfer operations
for streamlined workflows and smart decision-making.

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AI-powered assistant
for every use case

Acquisition

Market Intelligence Assistant

Extract, access, and enrich Form 5500 and 10-K filings to find plans fit for PRT business.

Broker Query Assistant

Prepare context-sensitive answers to brokers’ queries– from AUM to currency conversion and more.

RFP Pricing Assistant

Extract complex parameters from RFPs to feed into analysis and workflows across the pricing process.

Plan Data Cleaner

Systematically structure, cleanse, and validate plan data from various sources (longevity data, economic data, etc.) in the context of the RFP, ensuring faster and more accurate pricing analysis.

Bid/No-Bid Assistant

Build a scorecard for intelligent deal assessment based on attributes such as deal size, plan complexity, and market intelligence.

Onboarding

Group Annuity Contract (GAC) Assistant

Create customized GACs based on template extracts from legal documents, RFP provisions, plan data, and pricing memos.

Onboarding Assistant

Structure, sanitize, and validate your onboarding data from various sources using an AI-enabled data transformation tool.

Annuitant Engagement Assistant

Generate personalized annuitant letters and other correspondence materials to ensure a smooth and personalized experience.

Plan Administration

Premium Adjustment Assistant

Periodically re-run checks on annuitants to determine necessary premium adjustments.

Life Audit Assistant

Automatically generates appropriate checks on annuitants based on longevity, third-party data sources, existing actuarial rules, and process triggers.

Valuation Assistant

Compose extracts of financials and other performance metrics for deal-specific reporting to finance.

Ready to transform your PRT operations?

Schedule a Demo

Resources to help you get started

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