Thank you so much for the kind words and the shout-out. It truly means a lot to me (I work at Stax.ai) and the entire Stax.ai team. We’re incredibly proud of what we’ve built, and even more proud of how we built it: side-by-side with multiple TPAs, incorporating their feedback at every stage to ensure the system solves real, everyday challenges.
Stax.ai brings CRM, emails, tasks, plan-sponsor communication, and reporting into one clean, unified interface. It provides real-time audit tracking, powerful workflow automation, and full visibility for both the TPA team and the plan sponsor. We know that adopting a new system can be daunting, so we focus heavily on guided onboarding, pre-built templates, and responsive support.
Most teams are up and running quickly, but the pace really depends on the breadth of features you decide to roll out.
Compared to alternatives like PensionPro, we’ve designed Stax.ai to go beyond project tracking with AI-powered workflow orchestration, automated notice delivery, 5500 management, robust portal analytics, and tools to streamline plan-sponsor communication. Like any comprehensive platform, there’s an initial setup effort, especially with client and plan-sponsor data, but we’ve invested heavily in making that process as smooth as possible.
If it would be helpful, I’d be happy to arrange a quick demo or connect you with a TPA currently using Stax.ai (but definitely reach out to BPG916 - not sure who you are, but you seem to have a great handle on how to do things with Stax.ai) so you can hear firsthand how it’s working for them.
