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Benefeature for Carriers

Clean Broker Intelligence.
True Broker Visibility.

Office-Level AttributionVerified ContactsCompetitive Insights

Move past filing hubs and hidden relationships. Get true visibility into broker offices, agent-level attribution, and compensation patterns so you can see how brokers really place business across carriers.

Broker Intelligence Dashboard - Office-level attribution and broker relationships

Trusted by leading carriers to power their broker relationships

Lincoln Financial Group
ShelterPoint
Mutual of Omaha
Prudential
The Hartford
Symetra
Principal
OneAmerica
Lincoln Financial Group
ShelterPoint
Mutual of Omaha
Prudential
The Hartford
Symetra
Principal
OneAmerica

Why Carriers Choose Benefeature

Built specifically for carriers who need broker intelligence that drives real results.

01/06

Broker intelligence that eliminates guesswork

Get office-level broker attribution, verified contact information, and competitive insights. Know exactly where each plan was sold and by whom—no more filing hub confusion.

  • Office-level broker attribution
  • Verified broker agent contacts (email, phone, LinkedIn)
  • Eliminates filing hub distortions
  • Book of business and competitive insights
Learn about broker intelligence →
Broker intelligence that eliminates guesswork
02/06

Clean, actionable data from day one

No more spending time cleaning messy 5500 data. Our dataset is already pulled, matched, and modeled so you can act faster.

  • Processed and cleaned Form 5500 filings
  • Qualified broker relationships
  • Export ready data with insights included
See how teams use our data →
Clean, actionable data from day one
03/06

Complete market visibility including small groups

Access retirement data to reveal employers under 100 lives that disappear from basic reporting.

  • Retirement data integration
  • Employers under 100 lives
  • Retirement KPIs and searchable statistics
Learn more about small group visibility →
Complete market visibility including small groups
04/06

Timely insights and smart signals

Get up-to-date intelligence with built-in flags for high-value opportunities.

  • Monthly data processing
  • Smart opportunity flagging
  • Highly advanced search and filtering
See retirement data integration →
Timely insights and smart signals
05/06

Per-product premiums for precise targeting

See which products drive the most premium at the employer and plan level.

  • Product-level premium breakdown
  • All 5500 reported products
  • Targeted prospecting insights
See per-product premium features →
Per-product premiums for precise targeting
06/06

Custom territory management for your team

Map territories to your exact needs, identify InForce opportunities, and conduct market analysis by location.

  • Custom territory management
  • PDF ready profile exports
  • Team management tools
Explore territory management →
Custom territory management for your team

Everything You Need to Win

Comprehensive broker intelligence and market insights built specifically for carriers

Broker Intelligence

Office-level broker attribution

Plans attributed to the office and agent level, eliminating filing hub confusion

Broker agent contact information

Email, phone, and LinkedIn contacts for qualified agents

Book of business insights

See broker performance, competitive positioning, and market share

Agent licensing & appointments

Track which carriers brokers are appointed with

Data & Insights

Multi-source data integration

5500, retirement, licensing, broker, and small group data in one platform

Per-product premium modeling

Product-level breakdowns and insight flagging for precise targeting

Retirement data integration

Fully integrated retirement and group benefits data for cross-sell opportunities

Small group visibility

Retirement data reveals employers under 100 lives

Platform & Tools

Custom territory management

Map territories to your exact needs and identify InForce opportunities

Advanced search & filtering

Highly advanced search capabilities with multiple filter options

Data extracts & API access

Complete data extracts available with insights included, plus full API capabilities

Team collaboration tools

PDF profile exports, saved searches, and team management features

Ready to Build Stronger Broker Relationships?

Get the broker intelligence you need to identify the right partners and grow your distribution network.

Benefeature is the Group Benefits Intelligence platform built for carriers who need broker intelligence that drives real results — not just basic reporting, but the confidence to build stronger partnerships.