How Plan Prospector works
The core loop: Matched → Enrich → Find contacts → Pipeline.
Plan Prospector helps retirement-plan advisors find Form 5500 plans that fit their book, research the sponsor, pull decision-maker contacts, and track outreach.
- Set Your Targets (current clients + ideal profile) so Matched can rank plans for you.
- Open Matched to review plans that fit — or search All Plans / Map when you want to explore.
- On a plan, Enrich company to pull firmographic context, then Find contacts for decision-makers.
- Enrich email or phone when you are ready to reach out (this uses contact credits).
- Add the plan to Pipeline and move it through your stages as the opportunity progresses.
New to the product? Replay the guided tour from Profile → Help. It walks the same loop with demo data and does not spend credits.