Database marketing tool
DataMaster Pro is an online qualified plan database-marketing tool with detailed information on over 1.4 million plans nationwide. The value of this marketing tool is not simply the plan data it contains, but the creative ways that we allow you can access it. Users can search by any combination of over 50 different criteria. Searches can be very basic, for example, just the plans in a given zip code or run more detailed searches focusing on certain asset ranges, plan types and more. After entering all custom criteria, users can simply click on “Find” to discover how many plans fall within their selected parameters. Click on “List” to display a list of all those plans. Then select any individual plan to see a detailed report with up to 317 fields of information. DataMaster allows users to sort their lists, export to contact management software, print mailing labels, and more.