Plan Growth Company Stats Plan Growth Plan Growth 133,527 91,873 - - PowerPoint PPT Presentation

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

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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.

Thank You