skip to Main Content
What you need

The TPA that markets correctly makes life easier for Plan Sponsors, Financial Advisors and CPAs.
And themselves.

What we do.

BlueCozmos has worked in the financial services industry for over three decades. We develop clear, concise customer statements for banks, insurance companies, and financial advisors.

Your customers’ understanding of your business is our focus. What does that mean? It is a simple idea – Your clients are obligated to pay you to receive your products, so how and when they do that must be clear in their minds.

Clients hire us to ensure their clients understand the terms of working with them. For example, our work dramatically improves our clients’ DSO (Days Sales Out).

We like this work and consider it our happy challenge

Retirement plans are complicated.

No matter how you look at it, they are involved. The products are intricate; each type carries benefits, restrictions, and regulations. Understanding how they work often can take years of learning and experience. And with any change at the DOL, the challenge grows.

Generally, when a plan sponsor or business owner gets a call from their retirement plan manager, they groan – loudly.

Why? Because they don’t fully understand the products or plans. With good reason. They are busy running a business. Managing a retirement plan for employees is part of that; who knew there was so much to it?

We are here to help.

We make communications between a TPA and their prospective clients honest and open. We explain everything in ways that make plan management effortless.

We create compact outbound emails. We create infographics. We explain product details in clear, concise terms to eliminate questions. After all, a plan sponsor spends their time best managing their business.

This is crucial

You need to stand out.
Todays market is growing, and quickly.

Whats fueling the TPA market?  The growth of small business.  The increase in the number of small businesses grew 2.5 percent nationally from 2020 to 2021.  These need to attract and keep qualified talent and a good retirement plan is a great way to do it.
And this growth shows no signs of slowing:  Reports suggest that the global third-party administration (TPA) market will grow by 6.3% a year. in the coming years.

How we help.

Start with a strong message

We create email campaigns for plan sponsors, financial advisors, recordkeepers, and CPAs. Our campaigns start with a strong, unique graphic accompanied by a message written in plain language. They present simple explanations of complex issues. The warnings they offer are firm but friendly. We create a calendar of messages aimed at educating the recipient and breaking down their fear of that call.

They sell services.

While our clients have products to sell, we know they are in the business of marketing relationships. Our clients also know controlling their marketing means controlling growth. BlueCozmos uses these two facts as the basis for creating email campaigns that eliminate any frustration a sponsor may have. Our goal is to position your firm as understanding, experienced, and above all, very easy to work with. We work to change attitudes towards that call.

How?

By making the communication of vital information clear and simple to understand.

But wait, there's more.

BlueCozmos builds customized, personalized communication tool such as websites, branding, or statements.  We can help create a focused message.

If you’d like to see samples of our work, please visit some of the links provided below.

If you’d like to open a conversation on how we can help your firm, contact us here. We’ll respond immediately.

Contact Us
Back To Top