Coleboy1 Posted January 18, 2023 Posted January 18, 2023 Are there any other systems out there other than Pension Pro that TPA's use to track their clients, etc.?
BFlash Posted January 18, 2023 Posted January 18, 2023 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.
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