Features

Optimize Your Prospecting with Cutting-Edge Analytics

Streamline outreach, analyze trends, and generate insights with customizable reports, benchmarks, and virtual assistants.

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Plan Data Summary Reports

Quickly generate detailed summaries of plan features, financials, and compliance metrics to identify growth opportunities and evaluate prospect quality.

  • Customize analysis by Location, Plan Type, Sponsor Type, Asset Range, Participant Count, and Average Participant Balance.
  • Perform full-text searches across Form 5500 data and attachments to uncover critical insights.
  • Access verified email addresses and sponsor details for faster outreach.
  • Prepare concise summaries of plan details, documents, and compliance indicators to support targeted prospecting.
  • Utilize an intuitive interface for streamlined data access and reporting.
  • Includes operational benchmark reports for deeper comparisons and insights.

Customizable Data Analysis

Filter and refine your prospecting strategy using powerful data segmentation tools that match specific business goals.

  • Narrow down leads by attributes such as location, plan size, participant demographics, and asset ranges.
  • Search by TPA or Recordkeeper to target top firms and providers across the industry.
  • Customize search parameters to highlight plans with high-growth potential or compliance red flags.
  • Export reports and email templates tailored to segmented groups for personalized outreach.
  • Leverage interactive dashboards to visualize trends and simplify data interpretation.

Strategic Analysis Tools

Analyze market trends and peer group benchmarks to identify opportunities and optimize sales strategies with data-backed insights.

  • Use map-based tools to visualize national and regional trends, pinpointing geographic opportunities.
  • Conduct real-time industry plan research to benchmark performance against custom peer groups.
  • Calculate median values for key metrics such as assets, contributions, and participant engagement.
  • Highlight red flags in plan performance or administration to prioritize high-need prospects.
  • Export dynamic visual reports with charts, graphs, and performance comparisons to support client meetings and proposals.

AI-Powered Virtual Agent

Enhance productivity with an AI-driven virtual assistant that automates tasks, generates insights, and optimizes client engagement strategies.

  • Automate lead qualification based on custom filters, benchmarks, and historical trends.
  • Provide real-time recommendations and talking points for prospect outreach based on data analysis.
  • Generate personalized marketing emails, follow-up reminders, and meeting summaries.
  • Offer predictive insights into prospect behavior and readiness to switch providers.
  • Enable natural language queries to simplify searches and reporting.
  • Continuously learn and improve based on usage patterns, ensuring smarter recommendations over time.

To make requests for further information, contact us

Email: contacts@pensionanalytics.ai

Phone: +1 678-820-8260

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