Fix the Broker Filing Hub Problem in Seconds, Not Hours

 

The common broker "filing hub" problem makes it hard to know where plans are actually written and which broker offices are driving business.

Benefeature fixes that.

Get accurate office-level attribution for every benefit plan. No more digging through spreadsheets, manual research, or guesswork.

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Solve the Broker Filing Hub Problem in Seconds, Not Hours

 

The common broker "filing hub" problem makes it hard to know where plans are actually written and which broker offices are driving business.

Benefeature fixes that.

Get accurate office-level attribution for every benefit plan. No more digging through spreadsheets, manual research, or guesswork.

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Join the carriers who are seeing past the broker "filing hub" problem
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The "filing hub" problem

 

Large brokerage firms often report a majority of their plans from one central location, like Mercer in Chicago.

But those plans were very likely written from offices all across the country.

You can't build a winning distribution strategy on unclear data.

 

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Accurate attribution. Powered by licensing, appointments & location.

 

We match licensed, appointed agents to employer locations and broker office structures. Then layer in proximity, specialties, and firm data to pinpoint where each plan was actually sold.

The result?

Clear, actionable insights into the broker offices truly driving your business.

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Why it matters

Align regional reps to the right broker offices

 

See who's really selling your products in-market

Uncover growth opportunities hidden by bad attribution

Start seeing opportunities your competitors are missing

What You'll Learn

 

Use Benefeature to prospect smarter:

 

  1. Build Your Prospect List:
    Quickly identify high-potential employers using advanced filtering and enriched Form 5500 data.
  2. Refine Your Broker Strategy:
    Strategically target the right broker offices with actionable insights.
  3. Verify Broker Attribution:
    Solve the common "filing-hub" problem and pinpoint the broker office that sold the plan.
  4. Connect with Broker Agents:
    Directly access the right broker contact information through Benefeature's tool.

 

Discover actionable strategies to achieve your 2025 growth goals, including:

 

  1. Cross-selling supplemental health and retirement products.
  2. Using retirement plan activity to uncover annuity opportunities.
  3. Navigating market shifts, like mergers and acquisitions, for strategic advantage.
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