The website and brand-refresh align more closely with the company’s vision for growth and expansion over the next decade, according to Rob Wisner, president of Paragon Alliance Group, a regional benefits consulting and third-party administration (TPA) firm.
The website now supports mobile technology, since so many advisers and customers conduct business on mobile devices. Capabilities allow customers and partners to get the information they need and communicate securely with the provider’s staff. New areas of the site offer educational materials, reference guides and resources. Current partners can access educational and marketing materials, as well as monthly industry best practices, via password-protected areas.
For customers, educational information and resources are presented to support plan sponsors in servicing 401(k) plans. Plan sponsors also have access to a secure portal, emphasizing the TPA’s commitment to data confidentiality.
“Our old website did not reflect the level of service and expertise that we claim as our hallmark, so we invested our resources into highlighting just how much knowledge and experience we bring to the table,” Wisner says. The firm turned its most-frequently heard questions into a Q-and-A page on the site, added reference materials, a schedule of key dates and tips to help customers manage their retirement plans.
The goal, according to Wisner, is to provide an access point for companies and individuals to learn about the firm’s product solutions and how these address a plan sponsor’s daily life and work experience. While customers can use direct lines and emails to correspond with service representatives, Wisner emphasizes that a secure portal for the exchange of confidential data allows customers to upload files with confidence in the security of Paragon’s site.
Paragon’s website also provides social media integration and direct links to Facebook, Twitter and LinkedIn pages, where the TPA plans to regularly post company and service updates, helping customers and advisers stay abreast of industry regulations.More information is at the Paragon Alliance Group’s website.