Lead Rover scans job-change triggers and tenured-employee signals across the web, then hands advisors enriched contacts with email, phone, and intent — ready to dial.
Stop buying stale lists. Lead Rover watches for the moments that turn into rollover conversations.
Detect new roles, layoffs, and retirements in real time — the prime window for rollover outreach.
Surface tenured employees in 401(k)-eligible rollover windows using career-length signals.
Cell, direct email, and LinkedIn — enriched and consent-scored so reps reach the right person.
15K+ 401(k) sponsoring employers with plan assets, participants, and trustee data.
Send through Gmail or Outlook with templates, variable merge, and CAN-SPAM footers baked in.
TCPA, DNC, and suppression lists honored on every send. Full audit log per advisor.
We monitor Form 5500, news, social, and public profile changes for rollover-relevant moments.
Each lead is matched to verified contact points, prior employer 401(k) plan, and estimated balance.
Reps work the queue from one inbox — email, call notes, tasks, and stage progression in one view.
Tour the dashboard with live demo data — no setup, no credit card.
Open Lead Rover