How Plan Prospector works

Plan Prospector helps retirement-plan advisors find Form 5500 plans that fit their book, research the sponsor, pull decision-maker contacts, and track outreach.

1. Set Match Criteria so Matched can rank plans for you.
2. Open Matched to review plans that fit — or search All Plans / Map when you want to explore.
3. On a plan, Enrich company to pull firmographic context, then Find contacts for decision-makers.
4. Enrich email or phone when you are ready to reach out (uses team email/phone pools).
5. Add the plan to Pipeline and move it through your stages as the opportunity progresses.