Solution

If you’re looking for a one-stop-shop for all of your college savings record management needs, you’ve come to the right place. Intuition College Savings Solutions is dedicated to providing every client with a specialized combination that pairs innovative technology with an unmatched Customer Engagement Center, making it the perfect solution to administering the 529 plan in your state.

Core Service Areas:

  • Customizable Technology Platform
  • Secure Record Keeping Administration
  • Full-Service Operations & Data Processing
  • Customer Engagement Center
Man using a tablet.

Technology

Built over the past three decades, our proprietary system has been designed specifically to streamline college savings plan solutions. This all-inclusive platform allows our team to customize, update, and make software modifications, as needed, for both savings and pre-paid plans. The back-end system is sophisticated and secure, while the forward-facing portals are intuitive and easy-to-use. It handles everything from 529 enrollments and web-based customer access points to processing payments and storing data, allowing you to easily streamline processes (and even reduce overhead and paperwork)!

Schedule a call with one of our team members to learn more.

Customer Engagement

Give our team a ring and you’ll see why clients tend to stick around. At Intuition College Savings Solutions, we value genuine relationships and solution-focused dialogue. We don’t simply work for you, we work with you to develop a plan that’s tailored, effective, and includes top-quality customer engagement. From our easy-as-pie onboarding system to ongoing support, our trained customer engagement representatives will be there for you every step of the way.

Female customer service representative.

ABLE

Looking to add an ABLE program to your solutions package? As the leader in both the 529 and 529A industries, we offer a comprehensive digital solution specifically for persons with disabilities.