by PensionPro | Nov 1, 2018 | News & Events, PPOM
Erin Patton and Harley Donaho ABG Retirement Plan Services is a company in perpetual motion. Since their inception over 50 years ago, they have continuously evolved to survive, thrive, and grow. In the last 20 years, they grew their client count by 400% and, in 2015,...
by PensionPro | Oct 1, 2018 | News & Events, PROspectives
Michelle Meyer and Jim Heinzer Systematic and extraordinarily rapid growth is typically associated with success – new revenue, greater profits, and more clients. However, Benefit Plans Plus (BPP) knows all too well that there is a business risk element to rapid...
by PensionPro | Jul 1, 2018 | News & Events, PROspectives
Elliot and Aaron Cohen Client retention is the key to maintaining long-term profitability; it’s a cost-effective practice any TPA firm can use to improve their bottom-line. When retention is high, the firm can focus on enhancing current services, instead of spending...
by PensionPro | May 1, 2018 | News & Events, PROspectives
Rich Searle, ERPA Winning business requires two things: good leads and follow up. Though the principal is basic, it can be easier said than done. Many TPAs struggle with the sales process. Referral-based services require even more sales communication than other types...
by PensionPro | Mar 1, 2018 | News & Events, PROspectives
Dominick Franzini and Eric Burnside Gathering data is no longer enough. In any industry, but especially among TPAs, the chief goal is charting the future – by way of enlightened data analysis. “We must be good at capturing and leveraging data to express valuable...
