• Insurance
  • Group Retirement

Digitize the Group Retirement Value Chain

Free teams from high-volume manual tasks, digitize sponsor & member onboarding, and deliver enhanced experiences powered by robust customer self-service functionality

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Unqork for Group Retirement

Complex legacy systems and outdated technology drive up development costs, bog down operational processes, and make it hard for group retirement firms to bring modern solutions to their clients. Complex and evolving regulatory and security challenges only increase the challenge. 

Unqork is powered by decades of collective financials services and IT experience. We are helping your peers—including 10 of the top 15 group retirement firms—meet the demands of an increasingly competitive market thanks to reusable, secure, compliant, and real-world-tested functionality.

BENEFITS

Transform group retirement

Accelerate time to market

  • Build complex use cases with a 100% drag-and drop visual designer. 
  • Unlock IT and business collaboration to build more efficiently. 
  • Modernize your legacy code to future-proof apps.
  • Eliminate management of legacy code. 
  • Let Unqork handle security, compliance, and upgrades on an ongoing basis. 
  • Unlock business users to develop new apps. 
  • Meet the highest security and compliance standards. (GDPR, SOC2 Type 2, and ISO 27001)
  • Rely on robust cybersecurity measures to protect sensitive data. 
  • Ensure compliance with the constantly changing regulatory landscape.  

Unqork use cases for group retirement

Sponsor & Member Onboarding

Deliver digital onboarding to enable sponsors to set up plans, investments lineups, payroll & bank data, and plan documentation.

Sponsor & Participant Portals

Create participant portals complete with balance/investment information and customer support. Create sponsor portals with billing and plan document hosting.

Servicing & Form Digitization

Automate and digitize servicing forms and servicing events for withdrawals, transfers, fee options, address changes, and more.

Billing & Fee Management

Automate plan sponsor fee setup, billing life-cycle & allocations, invoicing, and data feeds to downstream systems for collections, recordkeeping, etc.

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Disbursements

Digitize disbursement and withdrawal processes on retirement accounts through bank integrations. Eliminate manual processes and paper forms to reduce cycle times.

Producer Management

Deliver enhanced customer experiences and decrease operating costs with a comprehensive eContracting, licensing, and appointments platform.

See Unqork for Group Retirement in action 

Demo: Plan Sponsor Onboarding

Demo: Producer Onboarding

Demo: Billing & Fee Management

Unleash the power of Unqork

Unqork unites business users and IT to accelerate innovation, while removing the burden of maintaining legacy software.

Why Unqork