Plan Growth Company Stats Plan Growth Plan Growth 133,527 91,873 - - PowerPoint PPT Presentation
Plan Growth Company Stats Plan Growth Plan Growth 133,527 91,873 - - PowerPoint PPT Presentation
Plan Growth Company Stats Plan Growth Plan Growth 133,527 91,873 66,972 48,573 28,369 9,674 2011 2012 2013 2014 2015 2016 Reach Your Potential P LAN S PONSOR L INK M OBILE Securely deliver files and automate Search contacts or
Plan Growth
Company Stats
Plan Growth
9,674 28,369 48,573 66,972 91,873 133,527
2011 2012 2013 2014 2015 2016
Plan Growth
Reach Your Potential
PENSIONPRO
CRM capabilities and Project management streamlines your company and the way your staff works
PLANSPONSORLINK
Securely deliver files and automate year-end census and data collection in the cloud.
SALESPITCH
The only sales tool written specifically for the TPA sales cycle
MOBILE
Search contacts or check on projects from any mobile device
FETCH
Create simple and complex queries for your data and share them
PensionPro Features
Worktrays
Blast Email
Search
Dashboards
To-Dos
API
Distributions
Projects
Mobile
Secure File Transfer
Reporting Time Tracking Fee Schedules
File Storage
Document Specs
Interactions
FTW Integration DOL Integration Plan Cycles
Proposals Data Collection
System Architecture
Internet
Dashboard Driven
Automated Data Collection
Proposal Tracking
Information On The Go!
Customizable Queries
- support
PensionP PensionPro ro
Support Services
PensionPro Users have access to dedicated support staff, help center and training videos to get help 24/7/365
Dedicated Support Staff Training Videos Help Center
Implementation Services
What does it take to get up and running….?
PensionPro can help you get there with the following services:
- Project Management
- Data Migration
- Consulting
- Training
(Ask us for help – we’re really good at this!)
P2P Training Institute
Join us in our state of the art training facility in Harrisburg, PA for expedited implementation and individualized instruction.