Built for Advisors, by Advisors
What Makes B2 Unique
B2 transforms your in-force data into clear, actionable insights that reveal your best opportunities. Through a secure, cloud-based platform with powerful tools and personalized support, B2 helps you focus your time where it matters most—your clients.
Live / Human Expertise and Support
Help You Prioritize and Prep for the Client Outreach
Built for Advisors, by Advisors
Designed for the Advisor and Organized in an Intuitive Ways
Data Aggregation & Enrichment
All Your Data in One Place, Enriched With Contact and Wealth Info
Product Selection and Quoting
One-Stop Shop for Life, Annuity and DI
80+ Insights / Sales Concept
Based on Clients’ Age, Product Performance and Life Events
Advisor Alerts & Notification
Personalize Notifications Based on Type and Frequency
Automated Household Routing & Tracking
Distribute Households to Team Members and Track Calls, Appointments & Sales
Subscriptions for Advisors
built for advisors, by advisors.
Advisor Core Plus
$150
Per Month
✔ Age, product performance and life event insights for entire book of business
✔ Household enrichment, including contact information and wealth data
✔ Life and annuity quoting to quickly price alternative strategies
✔ Customizable advisor notifications and reminders
✔ Quick tools, including client lookup, to save time
✔ Monthly subscription (no long-term commitment)
➕ Delegate Access available for +$50/month
Advisor Pro
$300
Per Month
✔ Everything in Core+
✔ B2 consultants for ongoing training, help prioritize insights, and prepare for client outreach
✔ Client Success team dedicated to driving your results
✔ Monthly subscription
(no long-term commitment)
➕ Delegate Access available
for +$50/month
Advisor Pro Plus
$400
Per Month
✔ Everything in Advisor Pro
✔ Automated household routing to junior members of team
✔ Tracking junior member activity and performance
✔ Includes 2 junior seats
Subscriptions for Agencies
Let’s Turn Insight into Action
At B2, we empower financial professionals with innovative tools designed to simplify operations, improve productivity, and drive client success. Built by and for advisors, our platform offers a comprehensive suite of features that streamline data, enhance reporting, and support growth—all in one secure, easy-to-use system.
You already have the data.
We’ll help you use it.