track

track

PensionPro Track is the FREE 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.


Client Relationship Management

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

Plan Cycle Milestones

Gone are the days of spreadsheet tracking. PensionPro Track gives you the tools to manage critical deadlines effectively and efficiently. Move firm tracking to PensionPro where employees can view their plan load and easily identify what is outstanding with the click of a button, while managers have the capability to see the status of plans firm-wide. With the ability to sort, filter and group information by plan name, period end, or any milestone in between, the need for error-prone spreadsheet tracking is history.

Reporting

Storing data is beneficial as long as you are able to pull out the information you need, when you need it. PensionPro Track comes equipped with standard reporting to do just that. Easily pull plan lists, run exception reports to find potential holes in data, print mailing labels and see how plan loads are distributed across your firm. With more than 50 standard reports available, Track gives you the ability to pull the information you need at your fingertips. Reports are exportable and can even be customized with your firm logo at the top. The hunt for information is a thing of the past with PensionPro Track.

Power Tools

Getting started with PensionPro Track is easier than ever thanks to import tools that allow your data to be imported in one mass sheet. At PensionPro, we know your time is valuable, and making manual changes is time consuming and painful. We agree, and that’s why we offer Power Tools, to assist you in not only importing data, but also making global changes to your data in the system. Keeping PensionPro up to date is easily maintainable with the use of imports and power tools.

Mobile

Stay connected when you’re on-the-go. Check on items, assign duties and more from your smartphone or tablet.

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.

PlanSponsorLink

PensionPro’s companioned website, plansponsorlink, allows you and your contacts to send and receive files securely and electronically. The user-friendly portal tracks progress within PensionPro and is customized to your brand, working seamlessly with your existing website.

Benefit Insights

Benefit Insights by PensionPro streamlines how your firm is perceived. Utilizing our website and newsletter services, both current and future clients will see you as being at the top of your game. Your firm will be the only one they want to do business with.