The RPAG Milestone Program™
With any new software, it can be difficult to know where to begin. With RPAG, you grow with the support that fits your needs and are taught how to harness the power of the RPAG Platform. We achieve this by aligning our product, technical and strategic expertise to match your individual needs.
Your dedicated RPAG Customer Success Manager will guide you through our comprehensive Milestones Program™. They will help you in every aspect of RPAG, allowing you to hit the ground running and sell more than your competitors.
And even once you’re up and running on RPAG, the RPAG Customer Success Team can provide one-on-one training to guarantee that your entire team is fully equipped with the tools for success. This training will ensure that all your plans are integrated within the system, permitting you to get maximum value out of the Platform.
Initial Setup
Account Setup, Firm-Level Structure, Branding, Templates, and PAL Data Setup
Proactive Training
Welcome Call, Structured Check-Ins, Milestones and Annual Calls
Reactive Support
Email/Phone Line, Direct Access to Tech, Investment, ERISA, Sales Support, and more.
Practice Management
Dedicated Customer Success Team, Problem Solving and Hiring/Staff Training Guidance