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Modernizing Pension and Benefits Administration: 6 Real-World Case Studies with Vitech

Across the pension, insurance, and benefits landscape, organizations are embracing digital transformation to boost efficiency, enhance service delivery, and scale for future growth. At Vitech, we partner with clients to implement impactful solutions using our cloud-native V3locity platform. Below are six case studies showcasing how a tailored, strategic approach drives measurable results and transforms operations. 

Case Study 1: UFCW & Employers Trust LLC: Scaling Growth and Service Excellence 

Overview: UFCW & Employers Trust LLC replaced legacy systems with V3locity and AI-powered workflows to centralize administration and support 275,000+ members with scalable, efficient service.
Challenge: Legacy systems and limited automation strained staff and slowed decision-making.
Solution: Centralized benefit functions, introduced dynamic workflows, and enabled real-time self-service. 

Outcomes: 

  • 33% increase in operational efficiency 
  • Response times cut from 7 minutes to under 30 seconds 
  • Scalable platform supporting continued growth 

“Over 23 years working with Vitech, we’ve grown together. Modernization improved outcomes and ROI.”
— Rick Silva, Executive Director, UFCW & Employers Trust LLC 

Case Study 2: Expanding Supplemental Health Benefits with Agility 

Overview: A leading U.S. mutual employee benefits provider sought to enter the Supplemental Health Group Benefits market, requiring faster product launches and modern digital experiences.
Challenge: Legacy systems and manual processes slowed operations and reduced responsiveness to market and compliance needs.
Solution: The organization adopted a scalable cloud platform with configurable products and integrated workflows, using a phased rollout for smooth adoption. 

Outcomes: 

  • Rapid launch of new group benefits 
  • Greater agility to meet compliance and customer needs 
  • Positioned for expansion into Core Life and Disability offerings 

Case Study 3: Transforming Voluntary Benefits Delivery for Growth 

Overview: A top U.S. group insurer modernized voluntary benefits to boost agility, accelerate product launches, and improve digital experiences for millions of customers.
Challenge: Outdated systems hindered innovation and slowed delivery.
Solution: Migrated to a secure, cloud-native platform tailored for voluntary benefits, enabling rapid product rollout and partner integration. 

Outcomes: 

  • Over 40% market growth 
  • Faster rollout of flexible benefit offerings 
  • Continuous automation and innovation across benefit lines 

Case Study 4: Multi-Phase Pension Administration Modernization 

Overview: A major U.S. public pension fund serving 439,000+ members modernized with V3locity on AWS, enhancing administration and member communications.
Challenge: Legacy systems caused manual workflows, lacked scalability, and limited new feature support.
Solution: Phased rollout improved digital self-service, workflows, and communication via Campaign Center. 

Outcomes: 

  • Increased efficiency through automation 
  • Enhanced member experience with better self-service 
  • Scalable platform enabling ongoing flexibility 

Case Study 5: Driving PRT Growth Through Platform Modernization 

Overview: A leading insurer modernized pension risk transfer operations by adopting V3locity, enabling growth and operational efficiency.
Challenge: Manual processes, slow rollouts, disconnected systems, and limited reporting hindered scalability.
Solution: Implemented V3locity’s flexible cloud platform to streamline operations, unify data, and support complex products. 

Outcomes: 

  • Delivered all components on schedule 
  • Improved efficiency for new and legacy business 
  • Migrated 500 contracts covering 315,000 participants 
  • Enhanced participant and customer experience 
  • Enabled flexible operating models for growth

Case Study 6: Modernizing PRT and Annuity Operations 

Overview: A global insurer transformed pension risk transfer and annuity operations to meet market demand and simplify portfolio management.
Challenge: Manual processes and outdated mainframes caused onboarding delays and complex contract migration.
Solution: Selected Vitech after a thorough vendor evaluation, leveraging pension expertise and a scalable platform. 

Outcomes: 

  • Migrated 80%+ of legacy contracts with more underway 
  • Cut onboarding times by 30–40%, boosting productivity 
  • Enhanced efficiency with improved data and processes 

Key Themes Across Transformations 

These organizations shared common goals that drove their success: 

  • Efficiency through automation and digitization 
  • Improved governance with centralized platforms and unified data 
  • Scalability to support growing member bases 
  • Enhanced experience for members, staff, and employers 

Ready to Modernize Pension and Insurance Administration? 

These stories show what’s possible when strategy, expertise, and technology align. Whether you’re focused on transforming pension administration, streamlining pension risk transfer, enhancing life insurance operations, or modernizing benefits administration—Vitech is here to help. Let’s start the conversation. Contact us today. 

 

About the Author

Team Vitech

At Vitech, our team of experts is dedicated to sharing industry insights, best practices, and the latest trends in insurance, retirement, and benefits administration. With decades of combined experience across our organization, we’re passionate about helping businesses navigate the complexities of today’s digital landscape. Our blog delivers thought leadership, practical guidance, and innovative solutions that drive success for industry professionals and organizations