Learn tips and tricks from PensionPro specialists on how to use SalesPitch to make the most of your sales tool, including how to reach out to lost leads. This is a live PROPASS training.
Score More Sales with SalesPitch
read more
PROspectives
We are committed to helping our clients achieve optimum utilization of PensionPro and becoming more efficient TPAs. To that end, we offer PROPASS, a learning management system with a robust selection of interactive training courses.
Merge Documents: Create an Annual Plan Summary
Ready to automate that manual summary you create after the administration is complete? Join us as we create an Annual Summary Word merge template. Follow along and receive the completed Word merge template as a takeaway. Prerequisite Training Recommended: Merge...
Annual Data Collection 2-Day Workshop (Day 1)
Ready to take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly this year with a little...
Annual Data Collection 2-Day Workshop (Day 2)
Ready to take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly this year with a little...
Annual Data Collection 2-Day Workshop (Day 2)
Ready to take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly this year with a little...
Annual Data Collection 2-Day Workshop (Day 1)
This two part workshop series will take your annual project to the next level? Join us for an in-depth walk-through of optimal project structure, best practices, review steps, reporting tools, and PlanSponsorLink optimization. Make the year-end process work seamlessly...
Building Projects: Annual Data Collection
Build an Annual Data Collection project template with the help of PensionPro staff. The is a live PROPASS training.
Effective Onboarding Procedures to Accommodate Growth
Is your firm growing? Learn some of the best practice techniques from the industry's most successful TPA firms and PensionPro system specialists. Prerequisite Training Recommended: Onboarding Fundamentals: New Clients & Employees This is a live PROPASS...
Distributions: Effective Tracking & Management
Is your Distribution module giving you the metrics and efficiency you seek? Join us for a management level walk-through for optimizing your procedures to deliver more efficient processing and enhance time management. Prerequisite Training Recommended: Distribution...
Get Started
Find out what PensionPro can do for your firm.