Whether you are a long-time user or just curious about PensionPal, come and join Mary-Beth Smith on December 11, 2018 as she gives an overview of PensionPal's features.
PensionPal is a dynamic CRM that has the option to customize and tailor its features to fit YOUR specific needs. With its central location for all client data and points of contact, it helps you initiate, manage and monitor deadlines, tasks and projects so that nothing will fall through the cracks.
PensionPal will also enhance your communication between you and your clients with emails, letters, forms, service agreements and more! Along with its flexible report generator for client/plan analytics and monitoring projects or tasks, it can change the way you work.
The following topics will be covered during the webcast:
- Central collection location for clients, plans and contacts
- Data Management via Systems Integration with ASC and Non-ASC Systems
- Workflow and Task Management Capabilities
- Distribution Tracking
- Email & Mail Merge Capabilities
- Sales and Prospecting
- Plan Sponsor Web-Portal & Mobile Access
Join Mary-Beth Smith on Tuesday, December 11th at 2pm EST, as she shows you how PensionPal can help you work with more clarity and efficiency.
Continue by clicking on the following link: