Fine tune your competitive edge

Localized company data 
at your fingertips

ForceManager 5500 comes preloaded with company data and contact information provided by our partners in ERISApedia. 

Segment and analyze businesses to build a smarter prospect list.

Your voice. Your AI assistant. 

Work just got smarter.

Whether you work solo or as part of a team, you can easily manage your pipeline and track activity, performance, and sales.

Easily manage your pipeline

All businesses in your territory are geo-located in ForceManager 5500, helping you easily locate and engage with prospects and clients.

Take your prospecting to the next level.

Relationships are local. 
So are business opportunities.

Our intuitive voice-to-text technology makes it easy to quickly log meeting notes, record action items and set appointments. 

And your AI assistant will even suggest actions on best opportunities based on your data and history.

How it Works

The CRM designed to help you earn more retirement plan clients. 

ForceManager 5500 is an easy to use, mobile-optimized CRM with data-driven insights to help you earn relationships with companies.

Boost productivity and build your client pipeline with the tool that comes preloaded with current company data and contact information.

The world doesn’t need another expensive CRM.

Traditional CRMs are too hard to use.

ForceManager 5500 stands alone as a mobile optimized, easy-to-use CRM built to help improve retirement plan outcomes and build your 401k business 

Contact leads directly 
from ForceManager

You can contact leads directly from ForceManager 5500. 

And with Zoom and Microsoft Teams built in, it’s easy to conduct video meetings and instantly record important prospect or client notes.