Recording Date: 2020-11-11 12:00:00
Duration: 60 minutes
CE Credit: 1 ASPPA/NIPA credit
Speakers: Holly Roussel-Godfrey - Senior Technology Project and Program Manager & Katie Heemskerk, Sales Support Specialist
Post PPA – Ready, set, go! You are invited to join us for a demonstration of our newly designed batch restatement process via DocPrint. We will also be covering all of the efficiency tools you will have access to while using the ftwilliam.com plan document software module. We will then take you on a tour of secure document delivery and e-signature via our new ftwPortal Pro TPA interface. Don’t miss out on a chance to learn how to utilize these tools and streamline your restatement process.
- Batch restatement to Post PPA via DocPrint;
- Batch updating of plan parameters via DocPrint;
- Default plans and cloning;
- Batch delivery to the portal for electronic signatures;
- Set-up of individual plans for portal delivery and e-signatures;
- User friendly workflow grids to track download and e-signature status;
- New ftwPortal Pro interface for TPA users.