Automate New Plan-Sponsor Deal Flow and Onboarding

Overview

Managing new plan-sponsor deals manually can be slow, inefficient, and prone to errors. Stax.ai transforms this process by automating deal flow and onboarding, allowing TPAs to efficiently track prospects, close deals faster, and streamline plan onboarding. Our Deals pipeline centralizes deal management, while the white-label Client Portal provides a modern, secure space for collaboration, document signing, and payroll integration. This automation ensures smooth data collection for plan design and administration, reducing manual effort and improving the experience for both TPAs and plan sponsors.

Modern Deal Management

Track opportunities, tasks, and activities with a sleek, structured pipeline designed for TPAs.

Smart Deal Forecasting

AI monitors deal health and forecasts win probability based on real-time engagement signals.

AI-Guided Sales Insights

Uncover deal blockers, client objections, and recommended actions automatically using AI analysis.

Automated Project Launch

Trigger implementation projects automatically when a deal reaches "closed-won" status.

Instant Proposal Requests

Send advisors a custom proposal request form via sharable links—no back-and-forth emails needed.

Proposal Automation

Auto-generate personalized proposals using mail-merge templates and prospect data.

Frictionless E-Signing

Populate engagement agreements and collect secure e-signatures through your branded client portal.

Seamless Payroll Integration

Connect 200+ payroll providers or accept uploads for effortless initial census gathering.

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1. Manage Plan-Sponsor Deals Efficiently

The Deals section in Stax.ai CX serves as a structured pipeline to track every plan-sponsor opportunity. TPAs can assign tasks, automate follow-ups, and move deals through stages seamlessly. With built-in reminders and progress tracking, no deal slips through the cracks.

Eliminate spreadsheet-based tracking and gain complete visibility into your sales pipeline. TPAs can close deals faster, ensuring no revenue opportunity is lost.

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2. Enable Payroll Connection for Easy Data Collection

Through the Client Portal, plan sponsors can connect their payroll provider directly or upload payroll reports without reformatting. Stax.ai extracts and standardizes payroll data automatically, making it ready for plan design and compliance.

Reduce manual data entry, ensure payroll accuracy, and automate census data collection, improving efficiency for TPAs and plan sponsors.

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3. Secure File Sharing in a Modern Portal

TPAs can securely exchange critical documents with plan sponsors through a white-label Client Portal. Sponsors can access plan details, upload documents, and receive automated notifications when new files are shared.

Eliminate email-based file sharing and improve security with a centralized, branded client experience.

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4. E-Sign Engagement and Adoption Agreements

Plan sponsors can review and electronically sign key agreements—such as the Adoption Agreement—directly within the Client Portal. Stax.ai integrates legally binding e-signature capabilities, ensuring a smooth, paperless process.

Accelerate onboarding by eliminating physical paperwork, reducing delays, and providing a seamless signing experience.

Automate your Census Workflow.

Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.

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