New Prospects for Financial Planners & Insurance Advisor

Building a qualified prospect list is a simple four-step process illustrated above


Resumes have always been a valuable source of getting qualified prospects for Financial Planners and Insurance Advisors.


A positive lead prospect almost always meets the following criteria which are majorly provided by resumes:


  • Income 

  • Age

  • Location 

  • Job / Salary 

  • Others 


CandidateZip parses resumes and filters data to provide a qualified prospect list. There is no need for coding and the set up requires only a few minutes.


It will automatically pick up data from your emails, G Drive or any other account to parse and push intelligent data points into the CRM you use for instant access and action.