MethodPlan Agent Extension
By MethodPlan
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Free
- Listed since
- 2025
About MethodPlan Agent Extension
Agent Extension for MethodPlan Retirement Plan Advisors
MethodPlan Agent Extension enables users to rapidly surface account-specific information related to corporate retirement plan clients. The agent can assist with everything from high-level summaries to field-level data queries with just a few clicks. It is trained on the MethodPlan data model and can quickly answer questions on specific retirement plan account details including service history, plan reviews, fees, plan design, and more.
Highlights
- High-Level Overviews: Ask the Agent for record summaries, activity histories, or open items and get the answers you need in moments.
- Plan-Level Data Points: The Agent can quickly retrieve field-level details like plan assets, fee structures, or Safe Harbor status.
- Book-of-Business Information: Ask the Agent for custom lists or aggregate information and get the data you need without running reports.
Screenshots
Image 1 of 5
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Financial Services Cloud
- Requires
- Einstein 1
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Salesforce security review
- Passed on June 18, 2025
- Industries
- Financial Services
- Languages
- English