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WORKING TOGETHER
PAi is a leading outsourcing provider of full-service retirement plan administration solutions for financial services organizations that are tailored for small businesses. Whether you are looking to fully outsource your administration or want to leverage one of PAi's turnkey offerings, PAi has the right solution to fit your needs.
As your business outsourcing partner, PAi helps you tap into and serve the small business retirement market with a quick-to-market comprehensive 4-Step program.
Step 1
ATTRACT AND WIN SMALL BUSINESS CUSTOMERS
PAi helps you attract new customers by providing prospect qualification
criteria, brandable sales collateral and the small business retirement market
expertise you need to win new business.
Step 2
EFFORTLESSLY SETUP NEW CUSTOMERS
PAi provides a streamlined plan initiation process with an automated proposal
generator and automated plan setup via QUIK.
Step 3
SERVICE SMALL BUSINESS CUSTOMERS
PAi's full-service support model provides various channels for customers to
leverage. Your customers always have access to their account - whether through
our easy-to-use web sites, Voice Response Unit (VRU) or contact center. Our web
based applications are linked to facilitate between parties.
For financial institutions desiring a seamless
participant experience, PAi's offering can be transparently integrated
into your existing web site with our flexible branding and single user
sign on.
Step 4
RETAIN SMALL BUSINESS CUSTOMERS
Our staff proactively keeps you informed about all aspects of the small plan
retirement industry and helps you help your customers make well-informed
retirement descisions.
PAi takes the worry out of plan administration and allows financial advisors to focus on building profitable relationships and cross-selling other services.
Click below to download a printable PDF file.
