TPA Sales Automation Tools
Designed for TPA's by TPA's
The industry's fastest growing proposal generation system. Over 2000 proposals representing $4.2 Billion in proposed assets YTD (as of Dec 1, 2019)
The average TPA proposal is received by Advisors and/or Wholesalers in 48 - 72 hours. The average InstaQuote proposal is received in seconds providing a significant competitive advantage. Combine that with 100% fee transparency and revenue sharing offset options and it's easy to understand why InstaQuote proposals are preferred by advisors, broker-dealers, RIA's and wholesalers.
eLOi is an electronic letter of intent and much more. Now you can close the sale by asking the plan sponsor to sign your eLOi. All information from the proposal pre-populates the eLOi making it even easier for your prospect to engage your services. Ready to jump to the service agreement? Simply click the toggle and capture a couple more fields and the electronic AutoAgree document will be automatically created and emailed to the prospect - all done in seconds.
AutoAgree® automates the service agreement for TPA's. All data previously entered in InstaQuote is retreived so you never have to enter the same piece of data twice! Complete the automation sequence by using the optional eSignature feature.
The next step in the TPA sales process is completing a Plan Design Checklist (PDC) and Elite's PDC sets the standard for the industry. Retrieving data from InstaQuote and AutoAgree the Elite TPA is already ahead of the game. Add a high quality PDC form that captures and retains all of the data entered in the PDC and you're now far ahead of the competition. And then there is the ePif !!
By the time a TPA has generated a proposal, service agreement and plan design checklist you've entered a vast amount of client specific data. Now all TPA's have to re-enter that data into a recordkeeper Plan Information Form (usually a fillable pdf). Except for Elite TPA's who use our new ePif™ module. All of the data entered previously is retrieved and pre-populates the ePif form resulting in an average of 20 to 30 minutes in time required to complete the form.
By the time a TPA has generated a proposal, service agreement and plan design checklist you've entered a vast amount of client specific data. Now all TPA's have to re-enter that data into a recordkeeper Plan Information Form (usually a fillable pdf). Except for Elite TPA's who use our new ePif™ module. All of the data entered previously is retrieved and pre-populates the ePif form resulting in an average of 20 to 30 minutes in time required to complete the form.