As one of PlanPro’s most-veteran clients, INTRUST continues to attribute its targeted, time-efficient prospecting to its dependence on PlanPro’s intelligent, up-to-date data. This year alone, INTRUST has been able to land 70 meetings with new prospects.
Becoming a PlanPro client has empowered the Michigan Retirement team with rich plan information and contact data to support their digital prospecting. Within their first few weeks of prospecting digitally, PlanPro’s robust LinkedIn contact data led the 401(k) team to securing a client.
Weitz Financial Group has developed a successful process for communicating opportunities to 401(k) prospects and growing their business.
RetirementDNA struggled to fill their pipeline with high-quality leads to drive growth. Working with PlanPro has enabled the team to double their prospecting outreach, enter a new market, and engage prospects with intelligence.