track

track

PensionPro Track is the point-of-entry solution for TPA firms looking to simplify and automate their processes. The Track solution includes Customer Relationship Management and reporting features accessible from your desktop devices.

CRM

Centralize client, plan and contact information for full access to your data. The CRM feature captures all of the information in one unified space, while allowing full access to critical information. Enhance customer service and increase efficiency by managing relationships and data with ease.

Milestones

Track and manage annual administration deadlines effectively. Data collection, testing and filing deadlines are stored in detailed reports to ensure a clear audit trail.

Available Add-Ons

Boost the power of Track and take your firm to the next level with these available add-ons.

SalesPitch

Our intuitive sales dashboard tracks prospects and proposals in real-time. Track phone calls and emails, create targeted email blasts, and more. Know who’s influencing your business and empower your sales team. SalesPitch connects seamlessly with PensionPro via the one-step conversion tool to turn a proposal into plan.