ERISApedia Announces New Business Development Tool
MINNEAPOLIS, MN - September 7, 2016 -- ERISApedia.com, a Burrmont Compliance Labs Company, is pleased to announce a new Business Development ReSource: The Plan Data Intelligence ReSource (PDI).
The Plan Data Intelligence ReSource (PDI) offers powerful online data mining of the most current Form 5500 filings. A distinctive feature of the ReSource is the ability to search the over 2 Million pages of attachments. PDI provides advanced filtering and selection criteria to tailor to business development preferences by market (National, State or Regional) and allows the user to quickly and accurately identify new potential client relationships.
Included with PDI, at no extra charge, is a contact management system (CRM) with a built-in email finding tool allowing users to export contact information, edit and add notes as well as track contact efforts or touches.
The PDI ReSource offers several unique advantages including the ability to harvest investment data from within the core of the audit report and schedule of assets. With new DOL data that is published within days of release and the ability to use powerful customized search filters to help match the user's ideal client profile, the resource is set apart from other existing tools. The new service is available at very affordable pricing; allowing users to focus more of their resources on growth and sales.
Timothy McCutcheon, President and Publisher of ERISApedia.com said, "We make the prospecting job easier by scrubbing the 5500 data and presenting it in an intuitive and accessible format. Our job is to provide the user with powerful intelligence behind their business development efforts; delivering valuable insights about the plan and its assets and about specific improvements to offer"
ERISApedia.com provides retirement plan sponsors, administrators, attorneys and advisers with easy access to compliance information and important retirement industry materials.
ERISApedia.com products provide clean and easy-to-use resources to find timely and critical information.
Get Answers. Our technical research products are written by industry professionals and are continuously updated.
Win Clients. Our client prospecting products and professional website services provide a fast way to identify prospects to grow your plan business.
Click here for more material dealing with current trends, opinion, news, legislative action, investments, marketing, sales, consulting, and legal issues on 401k plans.
This is a press release provided by the company mentioned or its representatives. Although 401khelpcenter.com may edit the release for editorial consistency, spelling, grammar, punctuation, or other editorial issues, it is not the author of the press release. Use of any information obtained from this release is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by 401khelpcenter.com.