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.
Potential Fee Savings
Investment Lineup Weaknesses
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
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.
Plan Characteristics (404(c) compliance, autoenroll, etc.)
Investment Red Flags (Performance, fees, track record)
Current providers (Advisors, TPAs, Managers, Legal)
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
Creates powerful fee analysis instantly
CRM friendly Excel export allows target lists with detailed plan information and contact data to easily be exported
Save and name searches and lead lists to make it easy to pick-up where you left off.
Follow any retirement plan to receive email alerts for new 5500 filings, contacts and data updates.
PlanPro identifies plans with the most red flags within your target areas and makes them easy for you to find.
Clean and simple user interface ensues you can get your job done quickly and easily.
24/7 support available via phone and email for Premium users. One-on-one training also provided for premium users.
Easily write and save notes on a prospect easily recall meeting points and talking points.
Create tasks for yourself to remember actions you need to take to stay engaged with a prospect.