1- 5% higher conversions than the traditional "bio plus fees" proposal format.
Most TPAs don’t get to present the proposal themselves 30% to 50% of the time. Help advisors convey your value to plan sponsors. Respond more quickly to RFP requests.
Eliminates hour of data entry, typing, copying, saving, and emailing. Easily create, edit, and email proposals from your desktop or mobile device.
Leave the design work to us and start using a proposal that makes you look good
An advisor calls/emails with a proposal request. Awesome!!
Login, select the proposal template you need from any computer or mobile device.
Drop-downs and pre-populated fee schedules and disclosure language means no redundant data entry.
Upload the plan design illustration 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 minutes you got a proposal worthy of your services out and you're back to what you were working on.
All Plans Have A One-Time Setup Fee of $750
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. "
" TPAproposal is the solution I've been looking for.. It saves me time and our proposal looks great. "
"Step's strategy continues to evolve with the market... which keeps our story fresh and expands our distribution and sales revenue."
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 the 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.)