Coaching, tools and technologies to help TPAs connect with advisors, stay top-of-mind and see a significant increases in sales activity.
TPAroadmap works with you 1-on-1 to provide everything you need to be able to go out and build your network of advisors, consult and close business.
Need content to share with advisors? Enjoy exclusive territory-based access to industry resources carefully-chosen for you to share with your advisors all year round.
Does your TPA proposal look bad? TPAproposal is a web-based software that includes everything you need to generate the proposal you've always wanted.
TPAroadmap and TPAtouchpoints include an exclusive territory. Our goal is to help you increase your sales activity so you can grow your revenue and beat your local competitors. That happens more when you have exclusive access to tools and strategies the competition can't access or purchase. We tell our clients, they will copy you but they'll always be playing catchup to your success.
Tell us where you are located and what's the best way to reach you and we'll be in touch quickly.