TPA Internet Services

The Perfect Assistant

• Discrete
• Efficient
• Professional
• Tireless
• Dedicated to Promoting You

Primary Web Site Goals

• Professional Business Building Image
• Generate Qualified Leads & Sales
• Enhance Customer Service
• Make it Easier to do Business with You
• Allow you to grow without increasing costs

Five Key Audiences
Your professional TPA web site should address the following five audiences:

• Prospects
• Plan Sponsors
• Plan Participants
• Sales Agents
• Administrative Personnel

Prospects

• Home Page
• About Your Firm
• Contact Page
• Products & Services
• Links to Providers

Plan Sponsors

• Plan Information
• Plan Forms
• Messages & Alerts
• Contribution History
• Contribution Reminders
• Submit Contribution Report

Plan Participants

• Plan Information
• Links to Providers
• Request a Roll Over or Termination
• Contribution History
• Messages or "News Flashes"
• Cross-Sell Products & Services

Sales Agents

• Plan Sponsor Information
• E-Mail to Plan Sponsors
• Online Material Ordering
• View Messages & Alerts
• Missed Contribution File Reminders

Administrative Personnel

• Activity Report
• Contributions
• Plan Checklist
• Plan Summary

Stellar Systems can help you create a TPA web site that is:

• Secure
• Paperless
• Automated
• Consistent
• Simple