Starting a new TPA firm

[EmilyS]

I am starting a new TPA firm and wondering if anyone is willing to share some essentials to get started. I am not looking to steal anyone’s clients or information but could use some inspiration in creating my documents. 

If anyone is willing to share, I am looking for help on the following: 

1. Engagement letter/agreement
2. Form letters
3. New client checklists 
4. Takeover letters/checklists 
5. Year end census collection 
6. Administration checklist

[R. Scott]

Hi, Emily

 

Please check your private messages.