Cliff's Insights Playbook # 5: Know Your Broker
Who is your "best" broker? Are you sure? Have you based that on feeling or facts? Having a 360-degree view of your broker – market presence, new...
3 min read
Ian Ryan
:
Jun 23, 2025 8:14:51 AM
In the group benefits space, success isn’t just about closing deals. It’s about helping employers take care of their people with the right employee benefits, retirement plans, and coverage for what matters most.
Carriers and brokers take this responsibility seriously. At Benefeature, we do too.
That’s why we’ve built the most modern, responsive Form 5500 intelligence and ERISA compliance platform on the market, designed to help you sell smarter, grow faster, and ultimately help more clients.
Yes, there are other 5500 data platforms like miEdge, Judy Diamond, BenefitFlow, and Mployer, but Benefeature stands apart.
We’ve built a trusted source for group benefits and retirement strategy teams with a relentless focus on:
That’s why a national carrier ranked us among their top 3 vendors, out of hundreds. We don’t just provide data. We work with you. We help you grow.
Whether you're a carrier sales leader, benefits consultant, or general agency executive, your job comes down to three things:
Benefeature gives you the tools to do that job better than ever.
We combine health and welfare benefits and retirement plan data in one platform so you don’t just see what employers have, but what they need.
That means you can:
Helping more clients starts with knowing more about them, and Benefeature gives you that edge.
View integrated retirement information.
Our custom territory management tools help carriers and agencies assign reps, track performance, and grow smart, not just fast.
You get clarity on where your team is winning and where your next opportunity lies. It’s the kind of sales intelligence leaders love and producers rely on.
View the custom Territory Management options.
Every relationship starts with the right connection.
Benefeature provides direct access to the agents and broker offices behind the block so you’re never left guessing who to call.
It’s the kind of broker data that turns a cold lead into a warm intro and helps you grow your broker network faster.
View the broker agent and office contacts available.
We profile under-100-life employer groups that offer retirement plans, even when no Form 5500 for benefits is filed.
That means more prospects, more entry points, and more chances to help small businesses offer better benefits to their employees.
View the small group difference.
Want to prioritize employer groups based on premium opportunity? Identify cross-sell gaps? Flag broker compensation benchmarks?
Benefeature’s analytics engine is built for actionable sales intelligence, including:
Less guesswork. More growth.
Every feature we launch is shaped by real user feedback. If you have a challenge, we want to solve it quickly and well.
That’s why our clients stick with us. And it’s why they keep recommending Benefeature.
“Benefeature helps us validate market intel, target the right brokers, and uncover new growth opportunities. It’s become a key part of our sales strategy.” — VP, National Carrier
Our live chat is staffed by real people who know the ERISA, retirement, and group benefits space and want to help you win. You don’t just get a tool. You get a partner.
Whether you’re:
Benefeature helps you do your job better and feel good about what you're building.
Because more sales mean more employers offering better benefits and retirement coverage to the people who count on them.
Benefeature helps you find the right employer groups, reach the right brokers, and offer the right benefit and retirement solutions, faster.
📅 Book your demo to explore how Benefeature helps you connect with more brokers, close more business, and help more clients.
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