Build an Annual Data Collection project template with the help of PensionPro staff. The is a live PROPASS training.
Building Projects: Annual Data Collection
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We are committed to helping our clients achieve optimum utilization of PensionPro and becoming more efficient TPAs. To that end, we offer PROPASS, a learning management system with a robust selection of interactive training courses.
Effective Onboarding Procedures to Accommodate Growth
Is your firm growing? Learn some of the best practice techniques from the industry's most successful TPA firms and PensionPro system specialists. Prerequisite Training Recommended: Onboarding Fundamentals: New Clients & Employees This is a live PROPASS...
Distributions: Effective Tracking & Management
Is your Distribution module giving you the metrics and efficiency you seek? Join us for a management level walk-through for optimizing your procedures to deliver more efficient processing and enhance time management. Prerequisite Training Recommended: Distribution...
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