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ProSystem fx® Engagement for TPAs

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Increase efficiency and reduce time spent on non-billable tasks

Experience the latest innovation in paperless plan administration.

ProSystem fx® Engagement for TPAs puts the power of paperless plan administration in your hands — effortlessly. With Engagement for TPAs, your firm can save time and reduce costs by minimizing time spent on non-billable tasks, and by decreasing physical storage costs.

Both your staff and your clients will benefit from enhanced collaboration and increased security. For example, with Engagement for TPAs, you can:

• Automate first-year plan administration with pre-defined customized binder templates.
• Roll forward an entire plan year binder and prepare next year’s plan year binder in seconds.
• Easily finalize plan year administration, ensuring that all plan administration workpapers are locked down and secure.
• Archive finalized plan binders for secure storage, using minimal server space.

Engagement for TPAs can help streamline your processes at all stages of plan administration. Click here to see a flash overview!

Effective, secure collaboration has never been easier

Engagement for TPAs improves teamwork by giving your staff instant and secure access to any plan, at any time. In addition to minimizing manual plan administration tasks, you'll help ensure the security of your sensitive client data.

Leverage Engagement for TPAs' secure collaboration tools to:

• Allow multiple staff members to work on a plan binder simultaneously.
• View the most current version of every document by synchronizing work from any location.
• Avoid unintended or unauthorized changes by defining access rights for all of your individual staff members and/or staff groups.
• Obtain secure online sign-offs by preparer and reviewer, and lock documents after final review.

For more information

To order, or for more information about how Engagement for TPAs could benefit your firm, click here or call Wolters Kluwer Law & Business at 1-888-336-5666.

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