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Enabling Third Party Administrators by Leveraging Resources & Technology.

Maximize the impact of Qualified Plan Management via CRM Software.

 

Quest is helping redefine your customer relationship management by providing TPA firms the tools and insights to build, retain and service loyal and profitable Plan Sponsors.

Whether competing for a Plan Sponsor or packaging competitive offerings that lead to firm profitability, the need for a TPA to manage to the wants, needs, and resources of your client base is imperative.  Build strong, annuitized relationships by enhancing customer support, prioritizing profitable clients, and automating repeatable operational workflows.  Utilize the power of Quest and CRM Software to define yourself as the ‘Plan Administrator of choice’ by Referral Sources and Fund Companies industry wide.

Differentiate your value and maximize profitability:

 
 
CRM BENEFITS
 
Plan Sponsor Support
·         Service your clients holistically, with a clear understanding of past history and behavior, applied to a quantitative and qualitative roadmap to future opportunity
·         Ensure Referral Source acquisition and retention by delivering profitable offerings, real time performance metrics, and integrity based service 
Planning & Execution
·         Streamline the inter-relations between Plan Sponsors, Plans, Financial Advisors, and Plan Administrators to deliver the insight, knowledge and execution required for firm profitability
·         Utilize fact-based data to negotiate maximum benefit terms with Fund Companies and Plan Sponsors alike
·         Prioritize resource allocation to profit and margin based initiatives
Process Improvement
·         Automate repeatable process workflows to ensure accuracy and reduce operational expenses
·         Capture metrics and report on every phase of your operation, from Sales effectiveness to Plan execution milestones 

 

 

 

 

 

 

Join our TPA eMail List and keep up-to-date on News, Webinars and updated information.

 

Core to a TPA’s success is the flawless execution of a Plan’s charter.  The task of delivering against mandated process requirements within a highly inter-related environment is challenging.  Maximize profitability by leveraging the right resources, to the right people with the right information.
To gain further insight, check out the TPA white paper and data sheet below:
Enabling Third Party Administrators
TPA Data Sheet

 

To receive additional information:

Call: (972) 238-5005 ext. 179
Email: crm@questvar.com
 

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