• Generate Qualified Leads

    Generate
    Qualified Leads


    in the Employee Benefits and
    Retirement Markets


    Get Started Access exclusive contact information for brokers and HR, Benefits and Finance
    managers at large employers. Qualify your prospects with detailed plan data,
    market share information, and analytical tools.

  • Solutions For

    Financial Professionals

    Financial Professionals

    Filling your sales pipeline is one of the most challenging steps to sales success in the retirement market. Our tools are designed to maximize your lead generation activities and help you expand your market share.

    Group Retirement
    Lead Generation




    Learn More
    Find
    Producers




    Learn More

  • Solutions For

    Agents and Brokers

    Health & Welfare Agents & Brokers

    Uncovering new sales prospects and understanding your competition are among the most challenging steps to growing your book of business. Our tools are designed to keep you ahead of your competition.

    Group Benefits
    Prospects

    Self-Funded
    Prospecting

    Competitive
    Intelligence


    Learn More

  • Solutions For

    Carriers

    Carriers

    Expand your market share by cultivating new relationships with the brokers, TPAs, and employers in your region while monitoring the performance of your competition with our suite of specially designed health and welfare industry tools.

    Recruit
    Brokers

    Lead Generation
    for Internal Sales

    Connecting
    with TPAs


    Learn More

  • Solutions For

    Third Party Administrators

    Health & Welfare Third Party Administrators

    Begin new relationships with carriers and employers in your region with our suite of directories and prospecting tools serving health and welfare third party administrators.

    Connecting
    with Carriers

    Connecting
    with Employers

    Self-Funded
    Prospecting


    Learn More

Close Me!

Generate Qualified Leads

Generate
Qualified Leads


in the Employee Benefits and
Retirement Markets


Get Started Access exclusive contact information for brokers and HR, Benefits and Finance
managers at large employers. Qualify your prospects with detailed plan data,
market share information, and analytical tools.

Introducing: Retirement Plan Prospector

The newest and easiest lead generation tool on the market. Retirement Plan Prospector supports your business with the sales prospecting expertise of Judy Diamond Associates throughout the tool.
  • Plan Score Card
  • Recommended Prospects and Searches
  • Intuitive Search Center. No 5500 Expertise Required
  • Fully Exportable
  • Graphical Report Generator
View our press release
Learn More

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