Target High-Quality Leads

Identifying high quality 401(k) leads has never been easier. Using our unique plan data and analysis, we’ll help you Identify and rank retirement plan leads of all sizes on proven indicators including fee savings, investment lineup weaknesses, up-and-coming companies and decision-maker turnover. You’ll be able to focus on the hottest leads and identify plans other advisors are overlooking.

Decision-maker turnover

Potential Fee Savings

Fiduciary Weaknesses

Investment Lineup Weaknesses

Current Providers

Target High-Quality Leads

Reach Decision-Makers

Knowing who the decision-makers are and how to reach out to them is a crucial part of the sales process. However, quality 401(k) contact data is elusive. Always have accurate contact data at your fingertips. PlanPro’s technology crawls the internet, verifies emails and is updated regularly to ensure you always have the best retirement plan contact data. You won’t find better quality data.

Name, phone, email, title, LinkedIn

Verified high-quality data

Regular Data Refreshes

Reach Decision-Makers

Attract Prospect Attention

Whether by email or phone, you only have a few moments to catch a prospect’s attention. PlanPro’s client-friendly reports allow you to wow prospects with investment analysis at the click of a button – show clients fee savings, fund weaknesses and diversification issues. Additionally, user-friendly plan profiles make researching prospects a breeze. Quickly assess potential fee savings, fund quality, diversification, participation rates, plan features, current providers and much more.

Client-Friendly Reports

Plan Characteristics (404(c) compliance, autoenroll, etc.)

Fee Savings

Investment Red Flags (Performance, fees, track record)

Current providers (Advisors, TPAs, Managers, Legal)

Attract Prospect Attention

Drag & Drop Fee Disclosure Analysis

Enable your team to sell instead of processing paperwork. PlanScanner™ minimizes the effort and time needed to manually analyze a fee disclosure for a prospect – a natural step as you try to convert a prospect into a client. With PlanScanner™, simply ask a prospect for a fee disclosure and load it into PlanScanner™. You’ll be able to instantly offer your prospects data on their current plan and how it can be improved, allowing you to quickly guide conversations into how and and where you can help.

Works on 408(b)(2) and 404(a)(5) fee discourses

Compatible with dozens of provider disclosures

Takes seconds

Creates powerful fee analysis instantly

Drag & Drop Fee Disclosure Analysis

More Features

We’re constantly refining our product, adding new feature and working to help your business grow.

Excel Export

CRM friendly Excel export allows target lists with detailed plan information and contact data to easily be exported

Save Searches

Save and name searches and lead lists to make it easy to pick-up where you left off.

Email Alerts

Follow any retirement plan to receive email alerts for new 5500 filings, contacts and data updates.

Recommended Leads

PlanPro identifies plans with the most red flags within your target areas and makes them easy for you to find.

User Friendly

Clean and simple user interface ensues you can get your job done quickly and easily.

Premium Support

24/7 support available via phone and email for Premium users. One-on-one training also provided for premium users.

Write Notes

Easily write and save notes on a prospect easily recall meeting points and talking points.

Create Tasks

Create tasks for yourself to remember actions you need to take to stay engaged with a prospect.

Interested in learning more? Sign-up for a demo!