Company People

TPAs often manage hundreds of contacts spanning multiple companies, plans, and roles. Prior to this feature, updating or reassigning contact information required navigating into each company or plan record individually, leading to inefficiency and risk of oversight—especially during staff turnover or advisor changes.

This feature was built to:

• Provide a single, scalable view of all contacts, regardless of company or plan association.

• Allow bulk updates, reassignments, and tagging to save time.

• Improve accuracy and consistency in contact data across multiple records.

• Support large-scale changes such as advisor replacements, user suspensions, and client portal invitations with minimal clicks.