Benefits Prospecting Data
Basic or complex, group benefits (5500 filings) are highly standardized, packed full of data and have excellent contact information, but spread across way too much paper work and raw data files. Whether your target market is small businesses submitting five page Short-Form filings, or 100+ page juggernauts, you’ll certainly enjoy our concise, comprehensive benefits profiles, and CRM software for simplistic production management. Starting at $25 per month for single-user, you can’t go wrong.
Total assets, participation, performance, plan feature or type, and commissions are just a couple ways our advisors identify new opportunities. Investment breakdowns, provider relationships and plan administrator titles help them deliver the right message to the right people.
Health & Welfare
Premium and commission break down by carrier and coverage type, participation, and broker data round out our employee benefits profiles.
“Just wanted to drop you a quick note thanking you for this update. The producers and myself use your database on a daily basis and for multiple hours per day, and this update makes our jobs much easier and allows us to work more efficiently. Thank you!”
"I actually do mailings every two weeks or so and your resource is invaluable to me and saves me 15 to 20 hours a month of research I was doing at home. I basically plan to be a subscriber indefinitely as the information I need changes from year to year and I need to stay on top of it."