Discover IntelliPen
The all-in-one fully online pensions administration and management software for schemes of any type and size.
- The Intelli ecosystem
Bundle all your activities into one hassle-free platform.
IntelliPen is a suite of powerful modular tools and solutions working together to streamline everything from new member registration to online self-serve retirements for your members.
IntelliPen does the hard work for you.
We want to make life easy for your administrators, and provide delightful experiences for your members and users.
Our comprehensive platform will significantly speed up your end-to-end processes and workflows, and remove frustrating friction and bottlenecks.
Automate document management, payroll, verification, accounting, reporting, payroll, member communications and more.
Tell us about your goals and what challenges you’d like to overcome.
Empower and delight your users and members.
Designed for high
productivity and automation
Significantly speed-up and automate large-scale and complex case management processes using our powerful integrated IntelliCase system. A user-friendly suite of visual tools allows you to build unique workflows and edit existing ones with ease.
Self-serve online retirements for members
Treat your members to an easy online self-serve retirement feature that allows them to quickly produce multiple quotes and choose their benefit options. A simple step-by-step process takes them from immediate ID and verification checks to choosing their payments.
Unique website experiences for all your audiences
You’ll want to provide your user groups with specific information and features, so we design individual websites to ensure your audiences have a unified but unique experience. Any data changes or updates you make are automatically populated across the system, meaning everyone sees up-to-date information.
Seamless implementation and data migration
From design to delivery, we work with you to ensure you experience a smooth and stress-free transition to the IntelliPen system. Our subject matter experts will support you every step of the way, including your data and document migration and website development.
Direct connectivity to the Pensions Dashboard
We’ve addressed a critical factor in successfully and efficiently connecting your scheme to the Pensions Dashboard – Full integration. Our Intelli-ISP solution safeguards your members’ data and removes all the laborious manual work, leaving your team time to get on with other things.
A helping hand – Training designed around you
Even before IntelliPen is implemented across your business you’ll have the support of our exceptional Training Team. Every aspect of the system is covered leaving your team confident and ready to get stuck in.
You’ve got questions: Is IntelliPen for you?
Are you sticking with your aging current system because you’re worried that implementing a new one is going to be more trouble than it’s worth?
We make implementation and transition pain-free. From design to delivery we work with you every step of the way to ensure you experience a smooth and secure transition.
A Project Manager and subject matter experts will support you throughout the whole process, including your data and document migration and website development.
Are you frustrated that your legacy Calcs engine is no longer fit for purpose, but it’s a case of “better the devil you know”?
Don’t battle with inferior tools. IntelliCalcs is purpose-built for the pensions industry. It accurately runs thousands of formulas per second while supporting hundreds of simultaneous users.
And it’s available as a standalone tool or can be integrated into your existing admin system. You don’t need to onboard the full Intelli system – just implement what you need.
Are you concerned that you’ll need to pay for expensive upgrades by installing new software across your organisation in a couple of years?
IntelliPen is completely online. No software is installed. You simply log in and go!
We’re a Microsoft partner and use its state-of-the-art cloud-based and cyber-security technology. This means we can continually upgrade and evolve the platform without causing any inconvenience to your teams or the running of your scheme.
Are cyber security threats giving you sleepless nights?
Our security controls are turned up to 11. Procentia has always been proud of its robust cyber security standards and certifications to ensure your data is protected.
The latest technology provides more multi-layered, built-in global security features and unique threat intelligence, which gives you superior protection and assurance.
It allows us to detect, identify and protect your data with greater speed against ever-evolving threats.
Is IntelliPen going to be within your budget?
We provide the long-lasting value and future-proofing that your Trustees expect from their investment.
IntelliPen scales with your team and scheme to ensure you will always deliver the best service for your administrators and members.
Once we understand your ambitions and challenges, we can provide a solution that suits your individual needs.
If you run a small-to-mid size pension scheme, are you worried that IntelliPen is just a premium product for big schemes and insurers?
That’s not the case. Every scheme, every administrator, and every member matters to us.
You’ll get the same level of service and support regardless of your size.
Our software helps all types of schemes to empower their administrators and provide exceptional services whether they have a few thousand members, or hundreds of thousands.
' d='M7.852,26.376H26.376V14.8L19.43,7.852H7.852Zm0,1.852A1.845,1.845,0,0,1,6,26.376V7.852A1.845,1.845,0,0,1,7.852,6H20.2l8.027,8.027V26.376a1.845,1.845,0,0,1-1.852,1.852Zm3.056-5.279H23.319V21.1H10.909Zm0-4.909H23.319V16.188H10.909Zm0-4.909H19.43V11.279H10.909ZM7.852,26.376v0Z' transform='translate(-6 -6)'/%3E%3C/svg%3E%0A){kind=icon}