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For
the Provider
In
today's marketplace, to target additional plan sponsors
and increase your asset base, you will need the
assistance of a variety of intermediaries including
brokers and advisors.
Our
goal is to help you manage these relationships more
effectively and efficiently through the use of QuickPlan
technology.
QuickPlan puts powerful plan design tools into the
hands of brokers and intermediaries, giving them
immediate access to better plans and sales material
than ever before. Then we give you the ability to
track the intermediaries through the plan design
and implementation process, allowing you to offer
assistance or education on your products and service
at any point. It allows you to cut down on the time
spent preparing plan designs for these intermediaries
and to more effectively focus on and serve the intermediaries
who are generating hot leads.
QuickPlan
can also be used as a lead generation system to
provide leads to an existing sales staff and as
a way to attract new advisors and brokers to your
products. Our talented in-house staff is experienced
in conducting turnkey lead generation campaigns
and QuickPlan software will manage the distribution
and follow up on these leads from your sales staff.
If you are looking to increase the number of intermediaries
selling your products, QuickPlan is a perfect way
to entice and serve these new brokers more effectively
than other providers in order to keep them coming
back.
In
addition, you will have access to a standardized
method for census collection, plan goals and plan
design. You will be able to measure and monitor
the designs themselves and will have access to intermediary
contact information so that at any time you will
be able to promote your products and services to
brokers and sponsors.
To
learn more about QuickPlan and how to put it to
work to increase your bottom line, please contact
us at 1-877-214-0523 or by email
at info@pensiononline.com.
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