Do you want to combat this trend and win? If so, take a look at what other TPAs are doing behind-the-scenes in their business to hold advisors' attention and increase sales activity.
Does your TPA proposal look bad?
TPAproposal is a web-based software that generates the polished proposal you've always wanted. Beautiful, professional proposals in minutes.
Tired of Google searches for content?
TPAtouchpoints provides exclusive territory-based access to industry resources, carefully chosen for you to share with your advisors all year round.
Tired of Going it Alone?
TPAroadmap provides personalized 1-on-1 coaching, giving you the step-by-step strategies needed to go out, grow your network of advisors and close business.
"At a fraction of the cost, electronic touchpoints allows us to consistently touch our web of advisors and wholesalers.."
"We generate several hundred proposals a year and struggle to deliver them in an efficient, simple and attractive way. Your system eliminates those challenges, and allows me to deliver my value statement.."
"TPAproposal saves a significant amount of my time.."
"Every day I’m getting a request to look at a plan. Every week I’m closing a plan. The plans we close are better plans with better advisors.."