Easy to Use Lead Data
We customize our lead data to suit your needs from constantly updated database of ERISA 5500 data. We update weekly, and our 10 year historical database contains plan information such as assets, premiums, employees, industry, address, phone, and company contact information. We can supply many more fields such as recordkeepers, asset managers, carriers, brokers, links to the 5500 forms, and much more. Leads can be delivered in the format of your choice: Excel, CSV, or even formatted for upload into your Salesforce CRM.
Our employee benefit analytics platform delivers advanced searching and filtering of 401k and employee benefit plans. Filter by hundreds of variables to identify the most promising targets for your business. Free ERISA 5500 downloads and benchmarks.
We work with advisors, brokers, carriers, recordkeepers, TPAs and other providers to develop custom analytic solutions for their business. Using our constantly updated 10 year database of plans, we can conduct detailed analysis on market share, growth and competitive positioning at a zip code level. Contact us today to get started.
Got questions? Give us a call, email, or fill out the form and we will be in touch with you ASAP to help you with your analytics needs. We look forward to working with you.