WAR ROOM0 companies tracked0 VIP on file0 follow-ups today
Quick lists
Tactical Brief
Power Dial
0to work
Your assigned book — one-tap call outcomes
Start dialing
Follow-ups today
0due
Going stale
0no touch 7d+
Fresh
0added today
Engagements
Renewing soon
0coming to market · 120 days
Call 60–90 days out
DisplacementNEW
0
Switched carriers last year — actively shopping
Recon
VIP0
0
Hiring now0
0adding leadership
Visa sponsorsNEW
0
high-comp workforce · life & DI gap
Full list soon
Rollover RadarNEW
0
Declining participation — assets rolling out
Growth / new moneyNEW
0
Scaling or newly formed — first-plan need
Cross-sell whitespaceNEW
0
Has medical — missing life & DI
Pension risk transferNEW
0
Defined-benefit plans — de-risking / buyout
Retirement readinessNEW
0
No employer match — participants under-saving
SuccessionSOON
Aging-owner / buy-sell timing. Needs an owner-age source outside free filings — on the roadmap.
Sources: DOL EFAST2 Form 5500 / 5500-SF bulk filings (2019–2024), Schedule A insurance contracts, Schedule H financials, IRS Form 990.