Automate
Improve Accuracy and
Boost Efficiency
Streamline and simplify processes, reduce errors and elevate your operations with AUTOMATE. A process automation platform – built for TPAs, by TPAs – and powered by PensionPro.
AUTOMATE is just one way we’re maintaining our commitment to elevating TPA operations with streamlined and automated processes and workflows.
AUTOMATE Bundles
Compliance
AVAILABLE NOW
The Compliance Bundle provides end-to-end compliance automation from census to notices—eliminating manual handoffs, reducing turnaround time and allowing you to scale your book of business.
Customer Service
COMING SOON
The Customer Service Bundle streamlines client support with customer ticketing, automated email monitoring and proactive issue detection to improve responsiveness, enhance satisfaction and scale service operations.
Recordkeeper Connect
IN DEVELOPMENT
The Recordkeeper Connect Bundle streamlines data integration and improves visibility across recordkeeper systems. The tools within this bundle enable accurate participant tracking and reduce manual data handling.
Trust Accounting
IN DEVELOPMENT
An add-on to Recordkeeper Connect, the Trust Accounting Bundle works out of the box with direct file imports from your recordkeeper.
Prospecting
IN DEVELOPMENT
The Prospecting Bundle combines 5500 pipeline intelligence, AI-powered lead scoring, trigger event detection and automated outreach to help identify opportunities, engage prospects and grow business more efficiently.
Proposals
IN DEVELOPMENT
The Proposals Bundle streamlines proposal creation with digital data collection, AI-powered document ingestion, smart defaults and automated follow-up sequences to save time, reduce manual work and deliver a seamless client experience.
Billing
IN DEVELOPMENT
The Billing Bundle streamlines billing operations and improve financial visibility. The tools within this bundle help firms automate invoicing, accurately track revenue and gain clear insights into profitability.
Get Started
Find out what PensionPro can do for your firm.