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 year-end census and data check on projects from collection in the cloud. any mobile device P ENSION P RO F ETCH S ALES P ITCH CRM capabilities and Project Create simple and complex The only sales tool written management streamlines your company queries for your data and specifically for the TPA sales and the way your staff works share them cycle
PensionPro Features Document Specs Distributions File Storage Search To-Dos DOL Integration Blast Email Dashboards Worktrays Projects Interactions API Secure File Transfer Reporting Time Tracking Proposals Mobile FTW Integration Fee Schedules Plan Cycles Data Collection
System Architecture Internet
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Dashboard Driven
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Automated Data Collection
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Proposal Tracking
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Information On The Go!
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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 Help Center Training Videos Dedicated Support Staff
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.
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