AI Solutions

Your staff decide. AI agents do the legwork.

PensionID AI agents prepare the everyday work of your executives, administrative staff, call center and employers, and check it against your plan rules. Your staff review and approve, so every team gets more done with fewer mistakes.

Executives and boardsBoard-ready reports in minutes, not weeks.
Administrative staffAsk why a case is on hold and what comes next.
Call centerThe caller's record and an estimate on screen, and the notes drafted after.
EmployersReport problems caught before anything posts, in plain language.

Book a demo

Board pack
Retirement case
Call notes
Employer report

AI agents prepare

You approve

Who it helps

An agent for every desk.

From the boardroom to the employer's payroll office and the member at home, AI takes on the preparation and the explaining, so your staff spend their time on decisions and on members. Press play on the board report to see an agent at work.

Executives and boards
Board-ready in minutes, not weeks.
Today: The board pack takes weeks of pulling data into spreadsheets, and one-off questions wait in the reporting queue.
- Ask for a board or trustee report in plain language. The system runs the numbers, and the agent writes them up and drafts the slides.
- Download any report as slides in your own template and branding, ready for your edits.
- Ask follow-up questions in plain language. The query runs in your system, you see it behind each answer, and the agent never invents a figure.
- Recurring reports run on the schedule you set, ready to review and export.
PensionID Admin
AI Report BuilderAsk for any report in plain language
Hi, I'm your reporting assistant.Tell me the report you need. Your system will run the numbers and I'll write them up, ready to review and share.
Try asking
Generate the Contribution Summary for Q3 2026
Funding status as of September 30
Member demographics for this year
Message to PensionID AI: Generate the Contribution Summary for Q3 2026
Send
Popular reports
Contribution Summary
Funding Status
Member Demographics
Benefits Paid
Open Cases by Age
Export to
1. Ask
2. Review
3. Download
4. Present
Administrative staff
Help with any case, right where you work.
Today: Staff key in values from forms and certificates, and cases stall while someone works out what comes next.
- Ask why a case is on hold or what comes next, and get a plain answer from your plan rules and the case, with the section cited.
- Forms and certificates read for you, with each value confirmed by a person.
- Letters drafted from your approved templates for staff to edit and send.
- Staff make the decisions. Nothing on a case changes until a person with permission confirms it.
PensionID Admin
Refund of contributionsCase RF-2026-0231 · Quarrenton Retirement System
On hold
Refund checklist
Application receivedSeptember 28, 2026
Last day workedCity of Quarrenton, June 12, 2026
Left every participating employerNot confirmed
Refund amount$21,850.00 with credited interest
PensionID AIAnswers from your plan and this case
You: Why is this refund on hold?
PensionID AI: Quarrenton Parks District still reports the member as working. A refund needs the member to have left every participating employer, and the 90 days count from the last day worked at any of them.
Sources: Section 8.1
You: The member is vested. Anything they should know first?
PensionID AI: Yes. A refund ends their membership and gives up the right to a pension. They can ask for a deferred pension estimate to compare first.
Sources: Section 8.4Draft a letter offering the estimate
Ask about this case
Call center
Everything for the call, on one screen.
Today: Callers wait while staff search several screens.
- The caller's record, an estimate priced by the Calculation Engine and likely follow-up questions.
- Call notes and follow-up tasks drafted when the call ends.
- One click hands the case to a specialist, with the summary attached.
PensionID Admin · Member services
Member services
On call
Member #48213Keelridge Pension Plan · Identity verified
End call
Member record
Status
Active
Age
59
Credited service
27.4 years
Beneficiary
Spouse, on file
On the call
MemberI'm thinking of retiring at 62. What would I get each month?
YouLet me pull that up for you now.
MemberAnd would my wife still get something?
PensionID AIListening
Estimate at 62$2,418.60 a monthPriced by the Calculation EngineJoint and 50% survivor: $2,176.74 a month, then $1,088.37 to your spouse
Likely next questions
What would my wife receive under each option?
Can I take part as a lump sum?
Employers
Clean contribution reports, the first time.
Today: Employer errors surface after posting and get fixed by phone and email.
- Upload the payroll file you already produce, in any layout.
- Problems flagged before anything posts, each one explained in plain language.
- A fix suggested for each problem, for the fund office to accept or reject before anything posts.
- An assistant that answers from the employer's own reports and balances.
Employer Portal · Ridgeway Mechanical
Contribution report · September 2026
PensionID AIReady
XLSXridgeway_payroll_sep.xlsx142 lines
Checked by your system against your agreement and member records
Before anything posts139 lines ready · 3 to look at before anything posts
Line 37 · J. Ortiz212 hours in one week. Did you mean 21.2?
Line 88 · T. NguyenNot in the plan yet. If this is a new hire, we'll enroll them.
All linesRate $8.10 an hour. Your agreement says $8.35 from July 1.
Send to the fund office
Members
Choices explained, never made for them.
Today: Members phone the fund office to have their options explained.
- Members see each option on their application explained in plain language, with their own amounts.
- Survivor options show the member's amount and their survivor's.
- It explains and never tells a member which option to choose.
- Plan sections cited, and a person one step away.
Keelridge Participant Portal
Retirement application
Step 3 of 5How should your pension be paid?
Single life$2,880.00 a month
50% survivor$2,592.00 a month
100% survivor$2,361.60 a month
Continue
PensionID AI
Which one should I pick?
I can't choose for you, but here's what each one means.
What each paysYouSpouse, after you
Single life
50% survivor
100% survivor
Single life: Most for you. Stops when you die.
50% survivor: Less for you. Your spouse gets half for life.
100% survivor: Least for you. Your spouse keeps it all.
Single life needs your spouse's written consent.Sources: SPD 6.2 · SPD 6.3 · SPD 6.4 · SPD 6.5Talk to a person

With another administration system, the agent still runs on the PensionID platform, and what it can do there depends on the access and integration your vendor provides.

Automation

Ready before your day starts.

AI agents and automation work through the routine checks and paperwork as it arrives, so each day starts with work prepared and flagged, not a pile to sort.

Mail and documentsLetters, emails and uploads sorted and matched to the right member and case, with a person confirming each value before it's used.
Contribution reconciliationReported, expected and paid matched for every employer report, with follow-ups drafted for the gaps.
Data quality checksMissing beneficiaries, addresses and dates turned up by the system's checks and queued for staff before they hold up a case.
Deadlines trackedNotices, filings, required distributions and service levels flagged before they're late.
Member outreachMessages for members nearing retirement or missing a beneficiary, drafted for your approval.
Audit requestsWhat your auditors ask for, pulled together from your reports and audit trail for staff to review.

Your options

Start with your staff. Open up when you're confident.

There's an option for every fund, whatever its appetite for risk. Start inside the fund office, where only your staff use it, and bring AI to employers and members once you're confident. You choose for each channel.

Inside the fund officeYour staff

Standard
AI chatbot for staffNo member data
- Finds plan rules and procedures for fund office and call center staff, with sources.
- Never connects to member or participant records.
Advanced
AI agents for staffStaff approve
- Prepare each step of a workflow, such as a retirement application, for staff to approve.
- You choose which workflows use an agent.

Once you're confident

Outside the fund officeEmployers and members

Employers
AI for employersTheir own data
- Can't see any other employer's data.
- Never changes a report.
Members
AI for membersWebsite, then portal
- On your website, answers from your plan documents only.
- In the member portal, signed-in members get answers about their own record through read-only lookups.
- Social Security numbers, dates of birth and bank details are never sent to the AI model.

AI chatbots

Answers members can see.

Answers from your plan documents with projections, charts and step-by-step walkthroughs, not walls of text.

Built by pension administration experts.
No made-up figures. The bot asks the Calculation Engine or says it can't.
Hands off to a person, with the conversation summary attached.
Safety rules no setting can switch off: sensitive topics get formal wording and the offer of a person.

The PensionID bot Resting

PensionID bot said I'm the PensionID bot, an AI assistant. On this website I answer only from sample plans. I can't see anyone's records, so please don't type personal details. No conversation text is kept after your session.

You said Will 848 hours earn a full credit this year?

PensionID bot said Not yet. A full pension credit takes 1,000 hours in a plan year, so 152 more hours earns one. You're at ¾ credit.

1Your toneFormal, plain or warm: the tone changes how the answer reads.

848 of 1,000 hours · ¾ credit

Example only, not a personal estimate.

2Answers you can seeProgress bars, projections and charts where they help, not walls of text.

SPD 3.1 · Earning pension credits

3A trail to the sourceEvery plan answer links to the section it came from.

Suggestions:

How does reciprocity work?
How is final average salary worked out?

Can't see anyone's recordsPowered by PensionID

1Note on this example:Your toneFormal, plain or warm: the tone changes how the answer reads.
2Note on this example:Answers you can seeProgress bars, projections and charts where they help, not walls of text.
3Note on this example:A trail to the sourceEvery plan answer links to the section it came from.

AI Management

See what people ask.

In the admin portal's AI Management, dashboards show volumes, top topics, unanswered questions, handoffs and ratings.

PensionID Admin

AI ManagementMonitor AI usage, rules, and logs across portals

Total Queries4,982↑ Up this month
Average Response Time1.6s
Handoffs to Staff86
Unanswered23

Total Queries Over Time

Things AI may never do at PensionID

These aren't settings. No configuration switches them on.

Process a step that no person with permission has approved.
Decide eligibility, a benefit or a claim.
Calculate a benefit or run inside straight-through processing. The Calculation Engine does the math, with no AI in it.
State a figure the engine or your published values didn't supply.
Ask for a Social Security number, date of birth or bank details.
Use your documents, member data or conversations to train AI models.

Security & Architecture

See an AI agent work a case and build a board pack.

Bring a report your board asks for and the case your staff work most.

Book a demo

Your staff decide. AI agents do the legwork.

An agent for every desk.

Board-ready in minutes, not weeks.

Help with any case, right where you work.

Everything for the call, on one screen.

Clean contribution reports, the first time.

Choices explained, never made for them.

Ready before your day starts.

Start with your staff. Open up when you're confident.

Answers members can see.

Give your AI a character.

Frost

How it shows its work

At full size

How it talks

Pip

How it shows its work

Dress-up

How it talks

Nestor

How it shows its work

Dress-up

How it talks

Loop

How it shows its work

One colour per agent

How it talks

Your own character

See what people ask.

Things AI may never do at PensionID

See an AI agent work a case and build a board pack.