Fast Forward 12 Months, Looking Back To Today, What Needs To Happen In Your TPA Business For You To Be Happy With Your Results?

Coaching, tools and technologies to help TPAs connect with advisors, stay top-of-mind and see a significant increases in sales activity.  

Is My Territory Available?

3 Tools To Increase Your Sales Activity:

TPAroadmap

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.

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TPAtouchpoints

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.

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TPAproposal

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.

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Why Exclusive Territories

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.

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