Xterion

Xterion enables Pension Risk Transfer (PRT) carriers to grow their books by streamlining the sales process and removing onboarding bottlenecks while preserving operational control. Our purpose-built platform connects opportunity intake, pricing, onboarding, and portfolio insight so teams can execute with greater speed and precision. Automated bid file extraction, census validation, true-up reconciliation, and deferred participant quoting reduce manual work and fragmented handoffs. Carrier-configured rules, traceable assumptions, and built-in approvals keep experienced teams in control. Modular by design, Xterion complements existing actuarial and administration systems, allowing carriers to adopt individual capabilities or a connected platform.