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401(k) and Pension Lead Generation & Analysis

Retirement Plan Prospector is an intuitive and comprehensive online sales prospecting and plan analysis tool, providing insights and business leads into the defined contribution and defined benefits markets.

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Employee Benefits Prospecting & Research

The American Directory of Group Insurance combines the plan information collected by the DOL with our exclusive directory of key employer decision-makers, exceptional data cleansing processes, and plan analytics that deliver the most in-depth competitive intelligence. One-click queries of popular searches, graphic-rich reports and new LinkedIn integration for plan decision makers create the most powerful prospecting tools to grow your market share.

With our new “Plus” premium module, users can analyze detailed market share data for carriers and brokers. This powerful capability, which used to require teams of dedicated consultants, is now only a click away.

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FreeErisa

Free Plan Data. Free Prospecting Tools. FreeERISA. FreeERISA is a Free Form 5500 database helping financial professionals with their prospecting and marketing. Access information on the number of participants, benefits offered, insurance brokers and carriers, service providers, trustees, plan assets, and more, collected from a variety of public and private sources including the US Department of Labor and the IRS.

We offer tools to strengthen your sales team through smarter lead generation, better prospect and competitive intelligence, and higher quality recruitment.

Judy Diamond’s API

Get instant access to 5500 and EIN data through our API using Judy Diamond Data as a Service (DaaS)

Standard Directory of Third Party Administrators

The only comprehensive listing of TPAs of health, welfare, and workers’ compensation plans, including more than 1,000 claims-handling TPAs with detailed information about the plan types they administer, the services they offer, the type and number of clients they serve and other critical information.

EIN Finder

EIN Finder is a database that empowers you to mine 8.5 million employer identification numbers for the correct data on specific companies. EIN Finder includes legal and D.B.A. (“doing business as”) company names, known addresses and phone numbers, and tools to help you determine which is right for your purposes.

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Retirement Plan Prospector+
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Judy Diamond Associates, Inc.
150 East 42nd Street
Mezzanine Level
New York, NY 10017

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