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PensionPro offers webinars and events to boost your PensionPro skills and learn about our latest updates and features. We are also frequent sponsors and speakers at pension industry events and user group meetings. Subscribe to our newsletter to stay up-to-date on our latest news and events.

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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.

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PensionPro consulting is your firm's opportunity to get personalized training without leaving your office.

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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 were terminating/losing the same number or more. So, why are so many firms “stuck in the mud”?

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PensionPro Training is offered both in-house and online. The 2018 P2P Training Calendar is now open.

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