Details

Last Funding Type

Non-Equity Assistant

Industries

Career Planning,Financial Services,Security,Software

Founded date

Jan 1, 2017

Number Of Employee

1 - 10

Operating Status

Active

Harbor has developed the first intelligent sales assistant for independent professionals like financial advisors, accountants, and lawyers, to automate their sales conversations and focus on running their business. It’s enterprise-quality sales execution at 50x lower cost than a sales specialist. Harbor Plan offers two different types of quizzes to choose from depending on needs: the Financial Health Quiz and the Investor Personality Quiz. The Financial Health Quiz will reveal the prospect's financial situation, priorities, and goals. The Investor Personality Quiz will give that, plus important information about whether he or she is a confident or timid investor, interested in high-risk or low-risk, diligent or impulsive, reserved or tumultuous. Depending on the quiz the potential lead chooses, the answers provided give enough to qualify them as a good potential client as opposed to simply working with basic information like a first and last name and email from a contact form. Another major benefit of Harbor Plan is that it's a true multi-channel lead-generation platform, meaning that it can also send text, voicemails, and even phone calls in addition to emails. This is all done through a dedicated number within area code.