ForceManager 5500 Customers from Financial Services
ForceManager 5500 is a game-changer for advisors looking to get back into prospecting mode after a tough year, and the interface couldn’t be easier to use."
Val Ortega, hrb Retirement
Fine tune your competitive edge
For advisors
Challenges and needs of the potential advisors
Have to use at least 2 different platforms/tools to access 5500 data and prospect/manage my pipeline
Many aren’t tracking leads right now.
No access to 5500 data when on the road
No retirement plan centric CRM on the market
ForceManager 5500 is powered by ERISApedia data for the optimal Advisor experience
ForceManager 5500 is powered by ERISApedia data for the optimal Advisor experience
Smarter prospecting - Quickly see the plans and advisors around you with the geo-located map feature, and search on your mobile device for 24/7 insights
Ease of use - TPA´s can now effectively manage their pipeline in the field or the office. Meaning they can now be more intentional with their marketing efforts. And better communicate with their advisors and prospects
Robust plan data - Smart and intuitive prospecting tool that comes pre-populated with 5500 data and plan reports. TPA´s can now provide powerful analytics to advisors at the touch of a button
Plan data is updated monthly so you will also have access to the most recent data
MailChimp Integration - out of the box integration with MailChimp allows you to drip feed / email campaigns to advisors
Key differential features included in ForceManager 5500
Key differential features included in ForceManager 5500
Have plan data and advisor’s data in one system
Smarter prospecting - Quickly see the plans and advisors around you with the geo-located map feature, and search on your mobile device for 24/7 insights
Ease of use - TPA´s can now effectively manage their pipeline in the field or the office. Meaning they can now be more intentional with their marketing efforts. And better communicate with their advisors and prospects
Robust plan data - Smart and intuitive prospecting tool that comes pre-populated with 5500 data and plan reports. TPA´s can now provide powerful analytics to advisors at the touch of a button
Plan data is updated monthly so you will also have access to the most recent data
MailChimp Integration - out of the box integration with MailChimp allows you to drip feed / email campaigns to advisors