DOes YOUR PROPOSAL LOOK PROFESSIONAL ENOUGH?
How to determine if your tPa proposal is working:
1. Does my proposal convey the value of what we do?  (Or just my fee schedule?)

2. Does my proposal waste a lot of my time or my staff's time putting it together?

3. Does your proposal get positive feedback from FAs?      
If your proposal falls short in any of the 3 areas listed above,
You're Probably Using Microsoft Office To Create Proposals
Microsoft is great but it was never designed to be a proposal software.  Even with work-arounds and bandaids Microsoft 
can't give you the professional proposal you need.  So what's the alternative?    

We'd like you to know about a proven software custom-built for TPAs.  It's called TPAproposal.      
Why TPAproposal?
1.  Enjoy a proposal you can be proud of and projects a professional image of your firm
2. Create Nordstrom-quality professional proposals in under 3 minutes
3. Combat fee compression by demonstrating the value of your services     
How TPAproposal Works
TPAproposal is a web-based software that includes everything you need to generate the proposal you've always wanted.  See what Joe has to say about TPAproposal below.   
You can have the same results 
Joe experiences with TPAproposal 
Is Your Proposal Working as Hard As You?
With a limited number of days left before the close of 2016, every proposal you send out needs to count. Make every proposal count with TPAproposal and enjoy that feeling of confidence knowing your proposal conveys your value to plan sponsors and advisors.    
the next best thing to EAVESDROPPING?
With a limited number of days left before the close of 2016, every proposal you send out needs to count. 

Eavesdropping: If only you could camp out at the plan sponsor's office and eavesdrop while they make their decision on who to hire.  What are the chance that you would win the deal?  Very high because you could correct inaccuracies and demonstrate you are the best solution?  

A more realistic approach: Make every proposal count by using TPAproposal.   TPAproposal helps you convey your value to plan sponsors and advisors via your proposal.  So instead of camping out, leave behind a proposal that works.  
Joe DOES A Lot of PROPOSALS
"We generate several hundred proposals every year 
and struggle to deliver them in an efficient, simple and attractive way. 
Your system eliminates those challenges, and allows me to deliver my value statement, 
especially on those plans when I am not able to attend the finals presentation." 
Joe Burt
Pension Plan Specialists
Whether you generate:
1 proposal a month
1 proposal a week
1 proposal a day 
You can have the same results Joe experiences with TPAproposal 
Core Benefits
Win More Plans
  • 1- 5% higher conversions than the traditional "bio plus fees" proposal format.
  • Most TPAs don’t get to present the proposal themselves 30% to 50% of the time.  Help advisors convey your value to plan sponsors.  
  • Respond more quickly to RFP requests.
50% Faster
  • Create proposals in HALF time it takes now
  • Eliminates hours of waisted time per week 
  • Drop-down lists reduce data entry 
  • Built-in email allows you to send a proposal in seconds.  
  • Edit, update, and resend proposals 
    Beautiful Design
    • Stop sending out proposals you don't like
    • Achieve the look and feel you've always wanted
    • Our designers create a stunning design for your proposal
    • Unlimited design options
    How TPAproposal works
    Enter Plan Info

    With drop-down lists of advisors/recordkeepers, pre-populated fee schedules and disclosure language, TPAproposal is designed to save you time and eliminate redundant data entry.  

    Upload Illustration

    Upload the plan design illustration with one click and the system layers the illustration into the proposal for a professional and polished look.  

      Email

      With built-in design, colors, logos, and information, every proposal is ready to email to the advisor, recordkeeper or plan sponsor directly from TPAproposal.  

      Let's look at an Example
      60-90% of the time TPAs don’t get to present the proposal themselves.

      A typical TPA will have to go through a financial advisor, meaning all you get to bid with is your proposal.  Here's an Example of a Fees, Bio & Logo Proposal:

      With TPAproposal software, give your financial advisor 
      a full suite of information to show their client.

      The difference is dramatic. See for yourself.  HERE'S AN EXAMPLE OF A PROPOSAL CREATED USING OUR SOFTWARE:

      Product Overview
      Proposal software that you'll love
      Proposals stored online

      Easily find and edit proposals in under a minute.  

      Drop-down lists

      Eliminate redundant data entry and drastically cut the amount of time it takes to create a proposal.

      Email proposals to advisors

      Use the built-in email feature to email proposals to the Advisors quickly and easily.   

      Upload Any Plan Design Illustration

      With our built-in illustration feature, simply upload an illustration (PDF) and the software inserts your illustration into the proposal with one-click.  

      Multiple Versions

      TPAproposal allows you to create multiple versions of your proposal to allow for 401(k) PS, Cash Balance Plans, 3(16), etc.   

      Product Overview
      Proposal software that you'll love
      Proposals stored in the cloud

      Easily find proposals so you can edit, update, or resend in seconds. 

      Drop-down lists of advisors 

      With built in drop-down lists of your advisors and recordkeepers, our automation 

      will drastically cut down the amount of time it takes to create a proposal and distribute it.  

      Email proposal with one click

      Use the built-in email feature to email proposals to the Advisors quickly and easily.   

      Upload Plan Design Illustrations

      With our built-in illustration feature, simply upload an illustration (PDF) and the software inserts your illustration into the proposal with one-click.  

      Multiple Versions of Your Proposal

      Select from different versions of your proposal with one click. Let's say the plan is sold, you might want to use a short version of the proposal. For committee meetings, you want a longer version of your proposal. Maybe you are presenting 3(16) services so you want to use the 3(16) proposal. TPAproposal helps you put your best foot forward.  

      Product Overview
      Proposal software that you'll love
      Proposals stored in cloud

      Easily find proposals so you can edit, update, or resend in seconds. 

      Drop-down lists of advisors 

      With built in drop-down lists of your advisors and recordkeepers, our automation 

      will drastically cut down the amount of time it takes to create a proposal and distribute it.  

      Generate a proposal on the go

      Simply login on your mobile device, generate, present, and email the proposal in minutes.  

      Upload Plan Design Illustrations

      With our built-in illustration feature, simply upload an illustration (PDF) 

      and the software inserts your illustration into the proposal with one-click.  

      Multiple Versions of Your Proposal

      Select from different versions of your proposal with one click. 

      Let's say the plan is sold, you might want to use a short version of the proposal. 

      For committee meetings, you want a longer version of your proposal. 

      Maybe you are presenting 3(16) services so you want to use the 3(16) proposal. 

      TPAproposal helps you put your best foot forward.  

      Core Benefits
      Save Time & Money
      • Remove hours of proposal work per week 
      • Drop-down lists of advisors reduces data entry 
      • Built in email allows you to send proposal in seconds.  
      • Edit, update, and resend proposals 
      Beautiful Design
      • Achieve the polish you've always wanted your proposal to have
      • Our designers handle everything for you
      • Unlimited design options
        Win More
        • 1- 5% higher conversions than the traditional "bio plus fees" proposal format.
        • Most TPA’s don’t get to present the proposal themselves 30% to 50% of the time.  Help advisors convey your value to plan sponsors.  
        • Respond more quickly to RFP requests.
        "The proposal blew me away, it looks awesome."

        Financial Advisor - Massachusetts 

        Frequently Asked Questions
        How does TPAproposal work?

        TPAproposal is is a cloud-based proposal system. Our team designs and programs your proposal for you, allowing you to create proposals in minutes.

        Can I use my existing proposal with your software?

        Yes, we can take your existing proposal and set it up on our software.

        Can I use parts of my existing proposal?

        Yes, you can use the parts of your existing proposal and add in new elements to make it exactly what you need.

        What if I want to change my proposal down the road?

        You can change your proposal at anytime. Maybe you want to add a page on 3(16) services, or you want to take out a page, maybe update your colors or logo.  No problem. Just give us a call and we'll make the changes for you on our end. (A programing fee may apply.)

        Can my sales team have separate logins?

        You can have as many logins as you need.  You can also restrict what each user sees, or allow each user to see all proposals in the system.

        Will it work with my current software?

        Yes. TPAproposal works with all the major admin systems.

        Does TPAproposal save my proposals?

        Yes, you can easily view, edit, refresh, and resend any proposal using TPAproposal.

        Can I include revenue sharing disclosures?

        Yes. Any revenue sharing verbiage, 408(b)2, or any other disclosure you provide will auto-populate based on the recorkeeper or service package you select.

        Frequently Asked Questions
        How does TPAproposal work?

        TPAproposal is is a cloud-based proposal system. Our team designs and programs your proposal for you, allowing you to create proposals in minutes.

        Can I use my existing proposal with your software?

        Yes, we can take your existing proposal and set it up on our software.

        Can I use parts of my existing proposal?

        Yes, you can use the parts of your existing proposal and add in new elements to make it exactly what you need.

        What if I want to change my proposal down the road?

        You can change your proposal at anytime. Maybe you want to add a page on 3(16) services, or you want to take out a page, maybe update your colors or logo.  No problem. Just give us a call and we'll make the changes for you on our end. (A programing fee may apply.)

        Can my sales team have separate logins?

        You can have as many logins as you need.  You can also restrict what each user sees, or allow each user to see all proposals in the system.

        Will it work with my current software?

        Yes. TPAproposal works with all the major admin systems.

        Does TPAproposal save my proposals?

        Yes, you can easily view, edit, refresh, and resend any proposal using TPAproposal.

        Can I include revenue sharing disclosures?

        Yes. Any revenue sharing verbiage, 408(b)2, or any other disclosure you provide will auto-populate based on the recorkeeper or service package you select.

        You can win more of the proposals you send out with TPAproposal!
        Need help updating your Existing proposal?  
        Our Proposal Revamp Process
        Listen

        We listen to your story, how you sell, your team and what makes you unique so we understand you and your business.  

        Craft Your Story

        We craft a fresh story that highlights what makes you different from payroll providers, bundled providers, and other TPAs.

        Design & Program

        In the final step, we design a beautiful proposal and then program it into our software. Once your proposal is programed into the system, you are able to generate proposals in minutes. 

        Why We Built TPAproposal
        #1.  For our clients.  Our TPA clients have been searching for a better proposal system so we decided to build one.    

        #2.  For you.  

        You are working every single day to win these deals.  

        You have prospects that are waiting.

        You know that they need this.

        You know you are doing a good job.

        You know all the things you can do for them.

        And yet there seems to be a gap.. You can't get some deals to close.

        Well, it's not your expertise.. It not a service issue.

        You know the issue. It’s what you're leaving with the prospect after the meeting.

        That proposal is how potential clients gauge you as an effective service provider. After all that effort and hard work to get the opportunity to present, your proposal sits in a stack of other proposals and blends in.   

        Your proposal is probably causing you to lose business you're capable of winning.  

        We understand that over 50% of the time the advisor is delivering your proposal and positioning your services with the plan sponsor. Let’s make that proposal stand out from the stack.

        TPAproposal will help you tell your story. 

        It will save you time.    

        It will help you win more deals.  

        Give us a call to discuss your proposal process.   
        (404) 388-5734
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