Markets

Financial Professionals

Financial Professionals who use miEdge™, are never worried about how to grow their pipeline.

Retirement Platform - Financial Professionals who use miEdge are never worried about how to grow their pipeline. They know how to quickly find current data on asset size, participation, average assets per employee and fidelity bond compliance just to name a few. You can search for company size, geographic location, Industry segmentation and plan type (401k or 403b).

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Customers Who Have the Edge...

  • MiEdge has been a game changer for prospecting! Easy to use, tons of search parameters, easily extractable data and great customer service. I can’t imagine doing without it! Thanks MiEdge!

    Michael Rider

    Employee Benefits Insurance Agent, AssuredPartners NL

  • Landmark Benefits has been using miEdge for a couple years and have found the product to be instrumental in our dramatic growth during this time.

    Thomas M. Harte

    President, Landmark Benefits, Inc.

    20 Mary E. Clark Drive, Ste 10, Hampstead, NH 03841

  • miEdge has been the most effective prospecting software I have ever used. I literally feel like I'm cheating every time I log in.

    Anthony R. Cabana

    Vice President-Benefits, Cross Insurance

    1100 Elm Street, Manchester, NH 03101

  • miEdge has allowed DeWitt Stern to focus its energy on the market segment that fits our service model. miEdge is not just a user friendly competitive data base, but a resource which enables us to create comprehensive client specific intelligence used in peer benchmarking. Our client and prospects appreciate the fact that we have taken the time to understand them before we meet. miEdge made the public 5500 data always available, usable in a dynamic, but accurate format. We look forward to growing with you.

    Edmund J. White

    Managing Director, DeWitt Stern Group Planning Services, LLC.

    420 Lexington Avenue, Suite 2700, New York, NY 10170

  • miEdge is the first tool we have found that can provide us real time 5500 data intelligence. The data is up to date and accurate so we feel confident using its dynamic search feature to find companies that may be out of compliance. As a UBA member firm, our partnership with miEdge is invaluable.

    Trygve Halverson

    Vice President, Granite Group Benefits

    Elm St., Ste 301, Manchester, NH 03101

  • miEdge has been a life saver on time and energy to identify the right prospects in our area! It's up to date technology and sorting features makes it easy to track, identify, and develop the proper marketing strategy to land new business. We would highly recommend this system to all.

    Bryan G. Yates

    Business Serv & Dev Advisor, The Bagnall Company

    1345 East Chandler Boulevard, Building 1, Suite 103, Phoenix, AZ 85048

  • We have used FreeERISA, Judy Diamond and many others, but nothing compares to the user-friendly miEdge system. Their 5500 information is very accurate and updated regularly. We've found this gives us a distinct advantage when meeting with a prospect to discuss fees and whether they are in compliance. If you're considering purchasing a prospecting database, I would highly recommend you contact the miEdge team for an overview.

    Tim Elkin

    Regional Territory Executive, Vitals-SmartShopper

    160 Chubb Ave., Lyndhurst, NJ 07071

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