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        • Mobile CRM

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          Improved sales in the insurance sector by 30%

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          Reduced comercial reporting time by half.

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          Increased sales figures by 19%.

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ForceManager 5500

HRBenefits

HRBenefits is one of the most reputable independent employee benefits consulting firms across the United States.

1 min read

Packard Wheeler Succession

The ForceManager 5500 mobile app is Uber for retirement plan prospecting.

1 min read

MilleniuM Investment & Retirement Advisors

MilleniuM Investment & Retirement Advisors (MIRA) is a Registered Investment Advisory firm catering to qualified plans around the United States.

2 min read

How to use ForceManager 5500 and LinkedIn to reach plan sponsors directly

When it comes to tracking leads and opportunities, we’ve noticed a trend among the advisors we serve.

3 min read

Five ways ForceManager 5500 helps TPAs grow their business

There’s never been an easy solution for TPAs to track leads, manage their prospecting activity and streamline the sales process. Until now.

3 min read

How 401(k) advisors can use ForceManager 5500 to streamline their sales and marketing

How are you currently tracking retirement plan leads and opportunities?

4 min read

ForceManager 5500, Get Ready for the Recovery

Chuck Hammond, Chief Digital Officer and Co-Founder at The 401(k) Study Group® discusses the importance of relationships to stay competitive in the 401(k) space in 2021.  

3 min read

ForceManager and ERISApedia launch ForceManager 5500

ForceManager 5500, the first Sales Enablement tool to combine plan data intelligence with a robust CRM

3 min read

Ready to take your sales team to the next level?

“New customer prospecting has increased between 25% and 30%”

Adolfo Masagué

Sales Manager of DAS Insurance

The CRM for on-the-go sales teams

Join us
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