Access comprehensive Form 5500 data and market insights that help you understand prospect needs, identify opportunities, and position yourself as a trusted advisor.
Know exactly what prospects need before you walk in the door. Access comprehensive Form 5500 data and market insights that help you understand prospect needs, identify opportunities, and position yourself as a trusted advisor.
Ready-to-Use Intelligence for Your Systems
Know exactly what prospects pay for each benefit category before you walk in the door
Know exactly which broker handles which accounts and where their offices are
Cross-sell group benefits to warm leads who already trust you with retirement plans
Target fast-growing small group market with businesses ready to expand benefits
Verified contact details and unmatched broker office attribution
Map territories to your exact needs and identify InForce opportunities
Complete market view for cross-selling and warm lead identification
Compare plans against market benchmarks with intelligent rankings
"Our sales leadership appreciates the level of local market granularity and has embraced the tool as a way to identify growth opportunities."
"The detailed search filter capabilities have helped provide more targeted account based marketing campaigns to employers and brokers."
"Benefeatures territory management tool empowers our team to zero in where it counts, fueling smarter strategies and bigger wins."
