AZ Retirement Co. was a company with no online presence at all when they came to T.G. Digital. We worked with them to learn all their different aspects of retirement planning in order to design the best online presence for them. We put their pre-intake documents online to save their clients the time and hassle of having to show up early, carrying all their financial documents, and filling out all the forms during their first appointment on a clipboard.
We also integrated their website with API’s from several clearinghouses in order to get up-to-the-minute real-time statistics and quotes for their clients.