We’re excited to announce the release of PlanPro 2.0. Users will now benefit from a refined and simplified user interface along with new features and data. We’re always working to make your prospecting experience easier and more fruitful, and look forward to helping you grow your businesses as we continue to bring forth future improvements. We have another big announcement coming in a few weeks, so stay tuned!

Here are a few features included with PlanPro 2.0

Dashboard​​: Customized just for you, so it’s simpler to pick up where you left off and find relevant leads. The new dashboard includes: recently viewed plans, access to saved searches and followed plans, as well as, new recommended leads. Updated daily, the recommended leads feature plans in your saved searches identified as good leads. 

Red Flag Search: Finding the best leads is all about identifying weaknesses and changes within plans. Our new red flags search makes it easy to filter data on 15+ red flags. Find plans with low participation, poor employee contribution, high growth, new decision-makers, fee savings, revenue sharing, and much more. 

Improved Excel Export: We’ve added new fields to our Excel exports, including plan contact data and email addresses. Now, with a single click, download valuable lead data to import into your CRM, perform analysis on or run your next marketing campaign.

Quick Search: Instantly find specific plans by typing a company or plan name within a single search field on the dashboard.
Plus, some additional features you’ll want to dive in to explore… So log on today to get started using PlanPro 2.0!