Ever had a day at the office like this?
Leave the design work to us and begin submitting proposals that represent you as the professional you are! Send proposals with greater confidence!
Eliminates hour of data entry, typing, copying, saving, revising and emailing. Easily create, edit, and email proposals from your desktop computer or mobile device. Makes it so easy to pause from your day-to-day operations and take advantage of NEW business opportunities!
50% of the time TPA’s don’t get to
present their proposal themselves, so we make sure each proposal helps advisors effectively convey YOUR value to plan sponsors.
An advisor in your network calls you with a request for proposal. Awesome!
Login from your computer, mobile phone or tablet.
Select a proposal template.
Drop-down menus, pre-populated fee schedules and disclosure language means NO redundant data entry.
Upload the plan illustrations from any software with just one-click.
With one click, email the proposal to the advisor, record keeper or plan sponsor, directly from TPAproposal!
In just minutes, you have sent a proposal that showcases your professional services beautifully. You can quickly return to your work, with a high chance you'll get a new client!
A few days later, you get another phone call to discuss YOUR proposal...and you will the plan. Congratulations!
All Plans Have A One-Time Setup Fee
Edit Any Proposal
"We generate several hundred proposals every 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, especially on those plans when I am not able to attend the finals presentation. "
"Step's strategy continues to evolve with the market... which keeps our story fresh and expands our distribution and sales revenue."
" TPAproposal is the solution I've been looking for...It saves me time and our proposal looks great. "
TPAproposal is is a cloud-based proposal system. Our team designs and programs your proposal for you, allowing you to create proposals in minutes.
Yes, you can use parts of your existing proposal and add in new elements to make it exactly what you need.
You can have as many logins as you need. You can also restrict what each user sees, or allow each user to see all proposals in the system.
Yes, you can easily view, edit, refresh, and resend any proposal using TPAproposal.
Yes, we can take your existing proposal and set it up on our software.
You can change your proposal at anytime. Maybe you want to add a page on 3(16) services, or you want to take out a page, maybe update your colors or logo. No problem. Just give us a call and we'll make the changes for you on our end. (A programing fee may apply.)
Yes. TPAproposal works with all the major admin systems.
Yes. Any revenue sharing verbiage, 408(b)2, or any other disclosure you provide will auto-populate based on the recordkeeper or service package you select.
Let's spend 20 min together talking through your questions on what's working and not working with your proposal. There's NO CHARGE and no pressure. (No pressure means, even if you don't purchase the software, we will share insights, tricks and tips you can put to use to win more deals.)