Concept · direct-to-member distribution
127,170 plan members. One place to manage the plan, spot the next need, and reach them digitally.
Plan administration, an opportunity engine scoring every member against life events, claims patterns and digital behaviour, and outreach that runs without an advisor in the middle.
Plan members
127,170
Open opportunities
12,840
Pipeline premium
$4,120,000
Digital reach
72%
Outreach → engagement → applications
Last 6 monthsLive signals
streaming- 94
Critical Illness top-up
Darlene R. · Municipal Employees Federation (Demo)
New dependant reported in the last 30 days
- 91
Retirement income transition review
Marcel T. · Heavy Equipment Operators Alliance (Demo)
Within 12 months of unreduced pension eligibility
- 87
Voluntary Life (spousal)
Priya S. · Retail & Food Workers Union (Demo)
Marital status update in the last 60 days
- 82
Disability buy-up
Owen B. · Electrical Workers Cooperative (Demo)
Earnings growth now places replacement ratio below plan target
Plan portfolio
Manage plans| Plan | Members | Digital adoption | Cross-sell | Status |
|---|---|---|---|---|
| Demo Retail & Food Workers Benefits Group Benefits | 24,850 | 68% | 14% | Active |
| Demo Heavy Equipment Pension Trust Group Pension | 18,420 | 51% | 9% | Renewal window |
| Demo Municipal Employees Benefits Group Benefits | 31,200 | 74% | 21% | Active |
| Demo Electrical Workers Health Trust Health Trust | 15,760 | 44% | 7% | Renewal window |
| Demo Manufacturing Retirement Savings Group RRSP | 9,640 | 39% | 5% | Onboarding |
| Demo Automotive Assembly Benefit Plan Group Benefits | 27,300 | 61% | 12% | Active |