Our Team consists of highly professional individuals who work tirelessly and for whom no task is too daunting when it comes to client service. Customer service and satisfaction is our highest priority and we strive to attain perfection in our products every step of the way. We strongly believe that one cannot leave “good enough alone” and that constant change and improvement are integral to the products, especially in these ever-changing, dynamic times.
As a TPA, haven’t you always wished for a Client Management System that could:
- Help you access client information quickly
- Help you link your clients and their associates (Brokers, Sales Agents, Accountants)
- Have plan specs at your fingertips to consult with clients and their associates
- Create reports within seconds based on any specific client or plan criteria
- Log any and all client correspondence with the click of a mouse
- Keep track of all payouts (Distributions, Loans, Hardships, QDROs)
- Communicate electronically with clients based on any criteria and save $$$
- Track employee workflow
- Help track sales progress
SPECIAL FEATURES:
- Customized reports within seconds
- Keep track of your top producers
- Log client correspondence
- Assign tasks for employees and track them
- Set specific client reminders
- Track employee efficiency
- Mail merges based on specific client or plan criteria
- Create automated tasks for ALL pension-related deadlines
- Print plan specs with the click of a mouse
- WORKFLOW
- SO MUCH MORE!
CONTACT US FOR A DEMO TODAY!