PensionPro Software Workflow Brings Profitability into Focus--No Lost Time and No Lost Tasks

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PensionPro Software LLC, a new Harrisburg-headquartered software company, is redefining the way third party administrators (TPA) manage benefits plans. WorkflowTM is first-of-its kind analytical software that tracks and evaluates employee tasks and time to increase profitability.

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As businesses look to reduce complexity and weed out duplicity, one tool, easily accessed enterprise wide, keeps an entire team responsive and anticipating customer needs. No lost time and no lost tasks.

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PensionPro Software LLC, a new Harrisburg-headquartered software company, is redefining the way third party administrators (TPA) manage benefits plans. WorkflowTM is first-of-its kind analytical software that tracks and evaluates employee tasks and time to increase profitability.

“Our software is perfectly timed for the markets,” said Renée J. Conner, EA, QPA, QKA, company founder and former TPA firm owner. “As businesses look to reduce complexity and weed out duplicity, one tool, easily accessed enterprise wide, keeps an entire team responsive and anticipating customer needs. No lost time and no lost tasks.”

“We developed PensionPro from first-person TPA experiences. We’re passionate about the power of data and the value of time,” said Conner. “Creating total vision for all stakeholders, our secure platform is like a spreadsheet on steroids. At every decision level and for every employee, tasks are clear, actionable, assignable, anticipated, and measurable—across teams and locations. With over 3,500 TPA and over 100,000 accounting firms throughout the country, the need for clarity, transparency, and accountability is obvious.”

A pension industry expert who has administered more than 1,000 benefits plans in her 30-year career, Renée Conner uses technology to boost profitability and efficiency. “We have considered other data management systems, but decided to wait until WorkflowTM came to market. The tipping point for us is that this is designed by a TPA veteran. Renée Conner knows the industry, the operations, and the complications. And this platform is designed to serve industries like ours that need to streamline processes. As a business owner, I’m looking forward to the increased efficiencies PensionPro provides RBS,” said Patricia Curtis, managing member of Retirement Benefits Solutions, in Annadale, VA.

WorkflowTM seamlessly integrates your customer database with your work in progress into a fully customizable, CRM tool that lets you stay on top of your workflow—real time. Never miss a deadline, misunderstand a client need, or question which tasks are unfinished. The software puts strength in standard operating procedures, enabling TPAs to:

  •     Customize reports in seconds
  •     Collect data and deliver files in a secure online environment
  •     Answer client inquiries in one click
  •     Set client-specific reminders
  •     Track top producers and measure employee efficiency
  •     Track all plan-related deadlines
  •     Improve client communication
  •     Automate tasks with simple monitoring tools, reducing stress for team members
  •     Monitor and increase profitability through CEO Metrics at a glance
  •     Achieve operational excellence

"PensionPro WorkflowTM,” said Guy J. Hocker III, Esp. President, First Allied Retirement Services, in Walnut Creek, CA, “is intuitive and easy to use, but the best part is how the software has clarified our thinking on how we work, achieving consistent processes that are easily understood by the newest hire. The online client data interface has boosted our paperless initiative to the next level, far more productive than back-and-forth email attachments.”
“WorkflowTM has significantly reduced the time we spend on data collection and reconciliation,” said Lynn Young, Executive Vice President/Managing Actuary, Coble Pension Group, LLC, Scottsdale, AZ. “Extremely user friendly, the software helped us convert our clients to an online data collection system. The compliance checklists assure management that tasks are completed on time and have been invaluable to teaching new team members about our processes.”
“In our ever-shifting economy, ‘first knowledge’ is a competitive advantage and operational excellence powers profit,” said Conner. “PensionPro’s WorkflowTM is applicable for any business that needs to streamline and track processes and people.”
For more information on PensionPro Software, visit http://www.pensionprosoftware.com or call 866-866-8056. We would also be pleased to connect with you on Twitter @PensionProSoft and LinkedIn.

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