Traditionally, TPAs have spent too much time generating proposals. We take sophisticated software and a proprietary process to help you maximize how well your TPA proposal helps you win the opportunities you have to present your services.Watch Demo
Combining Word files, Excel documents, and PDFs can only deliver a mediocre proposal. Our software allows you to generate a single PDF that looks fantastic and will help you showcase your services and value.The Traditional Problem
(Of using TPAproposal)
Just because you don't have a graphic designer on staff does not mean your proposal needs to under-sell your services. Send proposals with confidence!
Who likes data entry, typing, copying, saving, revising and emailing? Easily create and email proposals from your desktop or mobile device in minutes.
50% of the time TPAs don’t get to
present. Give Advisors a proposal that helps them effectively convey YOUR value to plan sponsors.
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. "
"Just watched a demo of your proposal software…sharp! You need to be hawking that to every TPA on earth…98% NEED it."
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.)