How It Works

Sage Sales Management 5500 is designed for 401k advisors who want to grow their business and streamline their sales process.

Localized 5500 data at your fingertip

Form 5500 data comes preloaded with plan along with plan intel reports provided by our partners at ERISApedia.

Segment and analyze plan sponsors to build a smarter prospect list.

Relationships are local. So are plan opportunities.

A non-compliant or underserved plan is an opportunity for you to demonstrate value. See which plans near you show plan warnings and need help. Then map your strategy to set meetings and appointments.

Easily Manage your 401(k) pipeline

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

Make contact and engage

You can contact leads directly from Sage Sales Management 5500. And with Zoom and Microsoft Teams built in, it’s easy to conduct video meetings and instantly record important prospect or client notes.

Your voice. Your AI assistant. Work just got smarter.

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.

“For any advisor who is serious about building a qualified plan (401k/403b) practice, Sage Sales Management is an absolute must-have. The combination of the technology and the team behind it are second to none.”

“For any advisor who is serious about building a qualified plan (401k/403b) practice, ForceManager is an absolute must-have. The combination of the technology and the team behind it are second to none.”

Photo of James Holland

James Holland
Director of Business Development
Millennium Investment & Retirement Advisors, LLC

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