PensionPro is the industry leader in TPA business solutions. Following our guiding philosophy that data is power, PensionPro connects all aspects of TPA sales, administration workflow and plan sponsor interaction to create a streamlined operational hub. Our unique solutions maximize efficiency and profitability, giving you the ultimate competitive advantage.
Beyond Track, our Team tier consolidates, organizes and tracks what you do, turning your business assumptions into profits through real-time reporting.Features:
Business offers our complete package of software services and features. It goes beyond tracking and reporting to provide actionable business intelligence.Features:
*plan count minimums apply
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Winning business requires two things: good leads and follow up. Though the principal is basic, it can be easier said than done. Many TPAs struggle with the sales process. Rich Searle, chief executive officer of Atteberry/Searle in Sacramento, increased his close rate by 25% with one simple step.READ MORE
Ask any business owner to choose what’s more important; existing client retention or new sales, and you’ll find the answer is both. Sales and retention are equally important. Of course, sales teams will argue that new business is more important, and operations teams will argue that retention is key. So, which is it?READ MORE
PensionPro is exhibiting at the 2018 ASPPA Annual Conference and we've got big news to share. Last year we rolled out Track for free, and this year, we've got some new features that could revolutionize the way you work. Whether you're a current client, or an interested bystander, we've got something for you! Stop by and see us at Booth 118 for a first look at PensionPro's latest and greatest.READ MORE