Coleboy1 Posted January 18 Report Share Posted January 18 Are there any other systems out there other than Pension Pro that TPA's use to track their clients, etc.? Link to comment Share on other sites More sharing options...
BFlash Posted January 18 Report Share Posted January 18 We use Pension Pal (owned by ASC) & we love it - the system resides on your server & you can customize it to your needs - we also use it to log emails, create email/mail merges, track contacts associated with a client, new business opportunities, etc. Link to comment Share on other sites More sharing options...
Coleboy1 Posted January 20 Author Report Share Posted January 20 Thank you! Link to comment Share on other sites More sharing options...
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