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With over three hundred TPA and actuarial firms on PensionPro, we are fortunate to have the opportunity to work through operational issues with our clients.…
Systematic and extraordinarily rapid growth is typically associated with success – new revenue, greater profits, and more clients. However, Benefit Plans Plus (BPP) knows all…
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…
Client retention is the key to maintaining long-term profitability; it’s a cost-effective practice any TPA firm can use to improve their bottom-line. When retention is…
At a recent conference, I heard TPA firm owners and managers lamenting the fact that, though they were adding plans at their normal rate, they…
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…
Nothing is ever truly safe. That is the uncomfortable truth about our world and certainly, connected information systems. It’s uncomfortable to think, and hard to…
Gathering data is no longer enough. In any industry, but especially among TPAs, the chief goal is charting the future – by way of enlightened…
At a recent industry conference, I was asked to speak on the topic of TPA business success. While each person’s definition of success will be…
From client onboarding to plan termination, asset reconciliation to 5500 filings — if it’s trackable, it’s tracked at the Hilb Group. “We pretty much use…
