Overview
A client management system designed specifically for TPAs that truly covers the four basic functions of management:
Plan | Organize | Direct | Control
With PensionPal you can:
- Access client information quickly
- Link your clients and their associates (Brokers, Sales Agents, Accountants)
- Have plan specs at your fingertips to consult with clients and their associates
- Create reports within seconds based on any specific client or plan criteria
- Log all client correspondence with PensionPal for Outlook Add-In email integration feature
- Keep track of all payouts (Distributions, Loans, Hardships and QDROs)
- Create notes, attach files and emails directly to client, contacts & plan records
- Track employee billable time and workflow
- Utilize the dynamic reporting feature includes ad hoc, scheduled reports and pie-chart diagrams which provide at-a-glance answers to items such as referral sources, fees and revenue sharing, staffing, workflow status and more
- Save time with the integration between ASC’s Plan Documents and DC/401(k) Systems
Features:
Includes 8-12 hours of CRM Consulting to assist with set-up, data import and training.
Please see the ASC System Hardware Requirements for specific requirements for server and workstations and Software Deployment Options for information on in-house servers, cloud servers and remote access.