PlanMatch — Insurance Lead Generation Tool for Filipino Financial Advisors
✦ For Filipino Financial Advisors

Close More Deals With Every Client Meeting

PlanMatch is a swipe-based discovery tool that matches clients to the right insurance plan in minutes — and sends you qualified leads on autopilot.

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👩👨👩👨
Trusted by advisors across Sun Life, Prulife, Manulife & more
No credit card required · Cancel anytime
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New Lead Just Arrived
Maria Santos
Best match: Sun VUL Lite ✦
Works with
Sun Life Philippines
Prulife UK
Manulife Philippines
AXA Philippines
+ more
How It Works

From discovery to closed deal in minutes

PlanMatch replaces the long needs-analysis questionnaire with an intuitive swipe experience clients actually enjoy.

Step 01
🔗
Share your personal link

Every advisor gets a personalized swipe app link. Share it via Viber, WhatsApp, or show it on your phone during a meeting.

Step 02
👆
Client swipes 20 cards

Your client swipes through 20 real-life scenarios — health risks, life goals, family situations. Takes under 3 minutes.

Step 03
🎯
You get a warm lead

Their top matched plans appear instantly. You get a lead notification with their contact details and exactly which plans they're interested in.

Sample Cards

20 real-life scenarios clients relate to

Designed to spark self-reflection, not feel like a questionnaire.

👶
FAMILY
You want your child's education funded no matter what
✈️
OFW
You work or plan to work abroad
🎗️
HEALTH
You're a woman concerned about female-specific health risks
🏦
SAVINGS
You want insurance that builds cash value over time
💼
BUSINESS
You own a business that depends on you being healthy
🫀
CRITICAL
Heart disease or stroke runs in your family
🌅
RETIREMENT
You want a plan that pays you monthly when you retire
🏥
HEALTH
You're worried about being hospitalized unexpectedly
🎓
EDUCATION
You're planning for your child's college education
👶
FAMILY
You want your child's education funded no matter what
✈️
OFW
You work or plan to work abroad
🎗️
HEALTH
You're a woman concerned about female-specific health risks
🏦
SAVINGS
You want insurance that builds cash value over time
💼
BUSINESS
You own a business that depends on you being healthy
🫀
CRITICAL
Heart disease or stroke runs in your family
🌅
RETIREMENT
You want a plan that pays you monthly when you retire
🏥
HEALTH
You're worried about being hospitalized unexpectedly
🎓
EDUCATION
You're planning for your child's college education
Features

Everything you need to convert clients

Built specifically for Filipino financial advisors — not a generic tool adapted for the local market.

📱
Works Like a Native App

Clients install PlanMatch on their home screen. No App Store, no downloads. Works on any phone — perfect for field meetings.

🎯
Smart Plan Matching

Our scoring engine maps 20 swipe responses to your exact plan library. Every client gets a personalized top-3 match with explanation.

📧
Automatic Email Notifications

Get notified the moment a lead completes their session. Clients receive their matched plans by email too — keeping you top of mind.

📲
Instant SMS Alerts

Get a text the moment a lead completes your swipe app — their name, number, and matched plans delivered straight to your phone.

🏢
Team Management

Unit managers and agency owners can invite their team, see all leads in one dashboard, and track each advisor's performance.

🎨
White-Label Branding

Upload your logo, pick your brand color. The swipe app looks and feels like your own product — not a third-party tool.

Pricing

Simple pricing, no surprises

All plans include a 30-day free trial. No credit card required to start.

Solo Advisor
₱499
per month · or ₱4,990/year
  • 50 client sessions/month
  • 1 advisor seat
  • All insurance plans
  • Lead dashboard
  • Email notifications
  • CSV export
Start Free Trial →
Most Popular
Unit Manager
₱2,499
per month · or ₱24,990/year
  • 300 sessions/month
  • 10 advisor seats
  • Custom branding + logo
  • Card analytics heatmap
  • Team lead visibility
  • Custom subdomain
Start Free Trial →
Agency Group
₱7,999
per month · or ₱79,990/year
  • Unlimited sessions
  • 50 seats included
  • Add-on seats ₱299/seat
  • Full white-label
  • Custom domain
  • All analytics + reports
Start Free Trial →
What Advisors Say

Advisors who swear by it

Early adopters are already seeing the difference in their client conversations.

★★★★★

"Before PlanMatch I'd spend 20 minutes asking questions clients found boring. Now they swipe in 3 minutes and I already know exactly what to pitch. My close rate has improved significantly."

👩
Ana Reyes
Sun Life Financial Advisor · Makati
★★★★★

"I manage a team of 8 advisors. Having all our leads in one dashboard is a game changer. I can see who's active, who needs coaching, and which plans are trending."

👨
Carlo Mendoza
Unit Manager · Prulife · Quezon City
★★★★★

"I share my PlanMatch link in my Facebook bio and get leads even when I'm not actively prospecting. Clients complete it on their own time and I follow up when they're already warm."

👩
Joy Villanueva
Financial Advisor · Manulife · Cebu
Get Started Today

Your next client is one swipe away

Join Filipino financial advisors who are closing more deals with less effort. Start your free 30-day trial — no credit card needed.

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30-day free trial · No credit card · Cancel anytime

FAQ

Frequently asked questions

Everything you need to know about PlanMatch.

PlanMatch is a swipe-based insurance discovery tool built for Filipino financial advisors. You share a personalized link with a client, they swipe through 20 quick questions, and PlanMatch instantly matches them to the top 3 plans from your library — then sends you their contact details and matched plans by email and SMS.
PlanMatch is designed for Filipino financial advisors — solo advisors, unit managers, and agency groups. It currently supports Sun Life, Pru Life UK, Manulife, AXA, FWD Life, Allianz PNB Life, and InLife (Insular Life) plan libraries.
No. Clients open your link in their browser and can add it to their home screen as a PWA (progressive web app). No App Store, no Google Play, no downloads required.
Clients swipe through 20 questions about their needs, budget, health, and goals. PlanMatch's scoring engine maps their responses to your plan library using tags and weights, then ranks the top matches. You can customize your plan library and add your own plans.
Yes — instantly. You receive an email notification with the lead's name, contact number, and top matched plans. If you have a phone number saved in your settings, you'll also receive an SMS alert the moment they finish.
Yes. Many advisors use their PlanMatch swipe link as the destination URL for their Facebook or Instagram ads. It works as a landing page that immediately qualifies the lead and captures their contact details.
Yes. On the Unit Manager and Agency plans, you can upload your logo and choose your brand color. Agency plan accounts get full white-label mode — no "Powered by PlanMatch" shown to clients.
PlanMatch starts at ₱499/month for solo advisors, ₱2,499/month for unit managers, and ₱7,999/month for agency groups. All plans come with a 30-day free trial — no credit card required.
Yes. Every new account gets a 30-day free trial with full access to all features. No credit card required to start.
Yes. PlanMatch includes a built-in privacy consent screen that clients must agree to before submitting their details. All data is stored securely and handled in compliance with the Philippine Data Privacy Act (RA 10173).