Abstract: A prospecting software platform relating to employer-sponsored healthcare and pension plans, including functionality that identifies unique prospecting opportunities and generates the contact information of key decisionmakers, enabling an end-to-end prospecting experience. The prospecting platform is configured for third-party administrators and other plan professionals to identify new client leads based on aggregated Form 5500 data, Form 990 data, data from LINKEDIN profiles, and personal contact information. The software platform includes artificial intelligence algorithms for filtering and aggregating data to identify new opportunities.