Retirement data intelligence makes it easy to identify and target just the employers that need your service.
A prospecting solution that contains over 750,000 employers to quickly and accurately identify the best potential clients so you can search for 401k, 403b's, defined benefit and defined contribution plans. Research plans by asset performance and size, employee participation percentages, average assets per employee and critical data on fidelity bond compliance. Hard to find 12b1 fees, corrective distributions, broker/consultants are just a click away. Building a pipeline of qualified leads is easy with miEdge Retirement!
miEdge prospecting solutions are created from multiple data sources, including Form 5500 filing data, providing up-to-date, clean, accurate information you can trust.
CRM Integration with the leading platforms and real-time sync to account/lead ensures your team will stay organized and efficient. Managing the Sales Cycle from end to end will give you the competitive edge to grow your business.
Learning how to use miEdge is quick and easy and our training & support are always free. When the data is current and accurate, you spend less time on research and more time selling!