"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."
Joe Burt
President, Pension Plan Specialists
"Your new TPA proposal blew me away, it looks awesome."
Financial Advisor
Boston Area
"Using TPAproposal has increased our firms credibility, and close ratio."
Bill Clifford
President, Beacon Benefits
"Nice job! Very professional. Maybe I need to refer you more business. "
Advisor
401(k) Specialist
"TPAproposal saves me a significant amount of time.."
Scott Feit
Principal, Prime Pensions, Inc.
TPAproposal Demo
View this video to learn how the TPAproposal software works.
What If?
(your proposal could be...)
Better Looking
You can leave the design to us! Our team will create that clean and professional look you've always wanted your proposal to have.
75% Faster
Clients tell us TPAproposal saves them 2 hours of work each and every month. (If the hourly rate of the person creating the proposal is +$50/hour, the time savings will cover the cost of the software.)
Higher Close Ratio
Most TPA’s only get to present 30% of proposals themselves. Help advisors convey your value to plan sponsors by providing a proposal they will be proud to present on your behalf.
Not all proposals are created equal
We invite you to a 1-on-1 conversation with Andy about your proposal. No selling. Our goal is to help you as much as possible in 20 minutes. After our 20 minute call, the ideas we provided are yours to use.