PITTSBURGH, July 27 /PRNewswire/ -- Inspira, a Pittsburgh-based provider of automatic and voluntary IRA rollover solutions, introduced upgrades today to its automatic IRA rollover capabilities for plan sponsors, financial advisors and third party administrators.
The upgrades give Inspira's partners the ability to instantly upload the information needed to create automatic rollover accounts and also includes a Knowledge Center that features online chat for partners and accountholders.
Once the data is received and the account has been opened, Inspira provides outreach services to notify participants of the pending rollover. Once the rollover occurs, Inspira contacts each accountholder and encourages them to diversify their investments through an open architecture fund line-up.
"With our enhanced ability to permit clients to create accounts with a simple data upload, we are continuing our efforts to streamline our processes to make it easier to work with us on automatic rollovers, voluntary rollovers and even payroll deduction IRA programs," said Lowell Smith, President of Inspira.
The new Knowledge Center allows clients to get answers quickly. It features searchable questions and answers, access to forms, help with transactions or account sign-up and the ability to access customer service representatives through online chat. This upgrade greatly enhances the accountholder experience and provides a central repository for information that can also be used by Inspira's client partners.
"The integration of our new knowledge center helps us quickly address client questions without the need to access the call center," said Nathan Rupp, Product Manager. "However, if our clients still need to talk to us we are available seven days a week to answer their questions."
About Inspira: Based in Pittsburgh, PA, Inspira provides automatic and voluntary IRA rollover solutions for Financial Advisors, Plan Sponsors and Third Party Administrators. Inspira's solutions generate revenue for its partners while simultaneously eliminating administrative costs.
SOURCE Inspira
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