GoPlan uses your client’s data to create custom packages of specialty
benefits. Clients get the information they need to make decisions
about their financial security, a sales advantage for you.
Each client’s financial snapshot matches the right specialty benefits with their unique needs.
GoPlan makes it easy to view and compare all specialty benefits in one place.
Includes features like email campaigns and custom letters so you can reach out to new and existing clients.
Boost sales and retention by helping clients understand what specialty benefits can do for them.