Case Study

Delighting customers with a comprehensive pension risk transfer solution

Delighting customers with a comprehensive pension risk transfer solution

Pages 1 Pages

An insurance provider with a large pension risk transfer portfolio partnered with Conduent to streamline administration, boost growth, and improve annuitant engagement. Conduent delivered pension administration, large-scale recordkeeping, personalized digital engagement via the Life@Work platform, online retirement modeling, and concierge-level support. Over six years, 365,000 annuitants and 27 clients were migrated, with new clients onboarded in under 60 days, enabling higher margins. Annuitant satisfaction reached 96.1 percent, onboarding feedback was highly positive, and some clients achieved over 70 percent online retirements, demonstrating stronger efficiency and customer experiences.

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