If you’re still lingering on the platform, it’s time to depart on a high-speed journey to revolutionize your advisory practice. RFP Express, the game-changing tool for retirement plan advisors, has revolutionized the quoting process, making it simpler, faster and more efficient for busy advisors like you to get the information you need to improve plan outcomes. Here’s a quick reminder of its unparalleled benefits and some exciting updates you might have missed.
A High-efficiency Quoting Engine
Advisors have a powerful platform at their fingertips with RFP Express that accelerates the quoting process, empowering advisors to deliver superior service and value to clients.
- Real-time pricing. Get real-time, competitive quotes from the industry’s leading recordkeepers in seconds. Put the power of RFP Express at your fingertips, so you can help plan sponsors make more informed decisions swiftly.
- Custom quotes with ease. Tailoring proposals to meet specific client needs is no longer a daunting task. With RFP Express, custom quotes are available within 24 to 48 hours, allowing you to present customized, competitive options to clients.
- User-friendly interface. With RFP Express’s intuitive interface, obtaining pricing information from top providers has never been easier.
- Enhanced client service. The traditional RFP process can be time-consuming and cumbersome. RFP Express changes the game by offering a streamlined approach that allows you to generate proposals quickly and efficiently — and enhance the client experience.
- Powerful prospecting. Unlock a new level of prospecting efficiency by rapidly identifying and capturing new opportunities. With real-time quotes and a remarkably efficient proposal process, you can close deals faster and leave the competition at the station.
Our developers are continually enhancing RFP Express to ensure it remains the premier RFP solution for top 401(k) advisors. We add new solutions and features regularly to keep you at the forefront of industry advancements. Don’t miss out on important updates that can further empower your advisory services. You can find some of our latest tech enhancements here.
Need a Refresher?
We understand that staying updated with the latest tools and features can be challenging with all the demands on your time. For a quick walk-through and reminder of all the features and benefits available to you as an RFP Express subscriber schedule some one-on-one time with Luke Vandermillen Jr., Director of Business Development at RPAG. Luke will quickly bring you up to speed with the latest enhancements and ensure you’re leveraging this powerful tool to its full potential.
Fast-track Your Professional Practice
In an industry where efficiency and accuracy are paramount, RFP Express is your trusted ally. Whether you’re looking to streamline the proposal process, offer competitive quotes or simply enhance your advisory offering, RFP Express gives you the horsepower you need to get results.
We’re here to support you on every stop of your advisory journey. If you have any questions or need assistance, please reach out to us. Your ticket’s already been punched — so get back onboard RFP Express today!
