Manage Your TPA Business with our CRM Systems

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Our web-based Client and Task Tracking System (CATTS) under the same premise as our industry acclaimed web-based Document Generation & Management (DGEM) System with a heavy focus on the integration of plan document and 5500 data stored in the DGEM system. This “real-time” data flow gives you the ability to see a comprehensive picture of your clients, contacts and plan information.

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PensionPal is built with the “soup to nuts” TPA in mind. PensionPal stores your client, contact, and plan data in a central location and offers additional flexibility such as customizable dashboards, sales tracking, an Outlook plugin, integration with DC plans for both ASCval and DGEM Docs, detailed workflow and employee task management. A secure file transfer web portal option is also available.

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