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.
Features
This product family is a growing collection of process automations meant to help reduce the manual time required to complete processes and improve speed and delivery times.
The curated flows and integrations within AUTOMATE help move information and actions with little or no user input required.
Accelerate the time taken to convert a won proposal to populated system data with this automated onboarding process acceleration framework developed with our partner SinglepointAI.
Send participant data directly to FTW from PensionPro using API. This automated flow will then run census scrubbing and execute tests. Once the processing is complete, the compliance user in FTW will receive an email with a link to view the results.
Automate the creation of plan notices with the FTW document system. Begin the flow with a in PensionPro to query a list of plans. Select and execute, then PensionPro will batch and process the notices asynchronously with FTW to generate each notice in FTW, retrieve it and save in PensionPro. Each saved notice can either be automatically delivered through PSL with email notification or sent to Plan Notice for fulfillment.
Get Started
Find out what PensionPro can do for your firm.