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Planswell
Exclusive retirement-planning household leads for advisors and insurance agents, with planning software and coaching
Miami, FL, USpartners.planswell.comNot yet confirmed by the company
What it does
Planswell runs a free consumer retirement-planning site and sells the households that complete it to advisors and insurance agents as exclusive leads in their area. The subscription bundles the leads with planning software, sales training and a calling service.
Each household arrives with 25 to 40 self-reported data points, including income and assets, and a draft plan already built. Advisors get planning software to adjust plans live with the household and export one-page PDFs, tested calling scripts and an AI tool for practising calls, group and one-to-one coaching, and an optional call centre that dials households to book discovery meetings. A personal QR code lets advisors run their own contacts through the planner.
The US entity, Planswell USA Corp., lists a mailing address in Miami, Florida; the company also serves Canadian markets. Pricing is not published; a demo is required.
Best for
- Serves
- Insurance
Features
- Exclusive household leads
- Client-led retirement planning software
- One-page plan PDFs
- Calling scripts and AI call practice
- Outsourced appointment dialing
- Advisor sales coaching
Pricing and deployment
- Pricing model
- Custom quote
- Deployment
- Cloud
Coverage from The Daily Network
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