step 1
sync your
communications & projects
Connect your inbox, CRM, and project management tools to start automating client interactions and task assignments.
Step 2
Automate
Key Workflows
Leverage AI-powered automation for payroll data processing, document handling, and project tracking.
Step 3
Collaborate &
Manage via Client Portal
Use the secure client portal for real-time file exchanges, task updates, and census submissions.
Step 4
Generate Reports
& Real-Time Insights
Monitor progress with custom reports that give you deep insights into task completion, client engagement, and more.
Time-Saving automation
Reduce the time spent on routine tasks, such as payroll data entry and email follow-ups, with smart automation.
Greater Control
Consolidate all TPA functions into one platform, giving you full visibility and control over your operations.
Enhanced Accuracy
Eliminate manual errors by automating complex processes like census data scrubbing and payroll report parsing.
Scalability
Grow your TPA firm without needing additional resources by scaling operations efficiently within one system.
Stronger Client Relationships
Deliver a superior client experience through centralized communication, real-time updates, and seamless collaboration.
Interested in learning more? Explore our use cases and product guides.
Schedule a call with one of our CXperts to learn more and discuss next steps.