You’re a retirement plan expert – not a telemarketer. Yet finding new clients means hours of cold calling, leaving voicemails, and hoping someone picks up. The numbers game is draining, time-consuming, and pulls you away from what you do best: advising.
That’s where the 401k AI Agent changes everything.
Built on RiXtrema’s proprietary 401k LLM – trained exclusively on retirement plan data, compliance standards, and fiduciary best practices – this isn’t generic AI. It’s a force multiplier designed specifically for advisors who want to reach CFOs and plan sponsors without sacrificing expertise or time.
Here’s how it works:
Smart, personalized outreach
The agent writes emails that sound like they came from a retirement expert who did their homework. It pulls real plan data, analyzes strengths and gaps, and connects them to the recipient’s background – not generic “we both own dogs” fluff.
The agent writes emails that sound like they came from a retirement expert who did their homework. It pulls real plan data, analyzes strengths and gaps, and connects them to the recipient’s background – not generic “we both own dogs” fluff.
Automated calling that saves your energy
Press “Start Calling” and the system dials automatically. It recognizes voicemail and can leave messages in your voice. Our team went from 5–6 hours of draining calls to one focused hour – same volume, zero vocal fatigue.
Press “Start Calling” and the system dials automatically. It recognizes voicemail and can leave messages in your voice. Our team went from 5–6 hours of draining calls to one focused hour – same volume, zero vocal fatigue.
Real-time sales support during calls
When someone picks up and asks a tough question, the agent provides teleprompter-style suggestions – like having a retirement and sales expert at your side 24/7.
When someone picks up and asks a tough question, the agent provides teleprompter-style suggestions – like having a retirement and sales expert at your side 24/7.
Built with purpose-built tools
We combined Replit for orchestration, VAPI for voice automation, and 11Labs for voice cloning – but the real power is our proprietary 401k LLM. Generic models can’t analyze plan structures or suggest compliant communication strategies. Ours does.
We combined Replit for orchestration, VAPI for voice automation, and 11Labs for voice cloning – but the real power is our proprietary 401k LLM. Generic models can’t analyze plan structures or suggest compliant communication strategies. Ours does.
The result? You stop trading time for leads. Instead, you scale outreach and quality simultaneously – without hiring junior staff who lack expertise. The heavy lifting happens automatically. You show up as the expert you are.
