| Pro | Enterprise | |
|---|---|---|
| Annual per seat |
$1,925 |
Custom |
| Data & Access | ||
| Cleansing Act with confidence knowing experts have performed data cleansing and quality assurance each month, with verifications across hundreds of quality metrics |
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| Agent Contacts See individual agent/producer contact details by broker office, including qualified premium, plans, and more |
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| Retirement Fully integrated retirement data cleansed and matched to each employer. |
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| CRM & API Integrations Integrate your data with CRMs such as Salesforce or HubSpot, or pull directly from the API for other needs |
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| Licensing & Appointments State licensing and carrier appointments for every agent/producer in the database |
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| Custom Segmentation Segment employers, brokers, and carriers by your organization's tailored sales territories, offices, and more |
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| Data Extracts 3 year, 5 year, and complete data extracts available to download in a documented CSV format |
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| No Location Restrictions All reported regions, states, and metro areas are available to all users with no limits or restrictions |
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| No Industry Restrictions All reported industries are available to all users with no limits or restrictions |
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| User Interface | ||
| Employer, Broker, & Carrier Profiles In-depth employer benefit history along with information about a carrier or broker's market presence, top competitors, and book of business |
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| Broker Office Reporting Intelligent handling of Broker offices available for filtering and analysis |
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| Book of Business Carrier and Broker complete book of business with the proprietary BeneRanking system in place |
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| Advanced Search Advanced Employer, Broker, and Carrier search functionality with plan level, demographic, benefits, and financial filters included |
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| Export Search Results Search result excel export available with the ability to pivot rows and columns |
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| PDF Profile Downloads Complete PDF downloads with all data and charts included for Employer, Broker, and Carrier profiles |
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| Profile Sharing & Favorites Ability to favorite and share Employer, Broker, and Carrier profiles with unauthorized users via email |
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| Analytics / Modeling | ||
| Product Premium Modeling Product specific premium modeling driven by an internally developed proprietary algorithm |
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| Product Participation Modeling Employee participation rate modeling of products within benefit groups |
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| Strategic Insights Statistically significant product premium and broker compensation rate insights |
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| BeneRanking Proprietary ranking algorithms measure the importance of relationships in multiple contexts |
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| Market Presence Evaluation Assess a Broker's or Carrier's competitive market presence with key statistics |
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| Key Benefit Statistics Summarize state and industry aggregate benefits and drill down to the top Employers, Brokers, and Carriers by demographic |
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| Product Type Modeling Distinctions between product types available for search and within benefit plan cards (HMO, PPO, ASO) |
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| Retention Rate Modeling Evaluate a Broker or Carrier's retention rate of benefit plans in specific markets |
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| Market Penetration Modeling Evaluate a Broker or Carrier's market penetration and share in specific market by premium, participants, and plans |
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| Support | ||
| Platform Chat Connect with industry experts instantly to answer any questions you may have |
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| User Knowledge Base Documentation available for reference on platform data, analytics, modeling, and more |
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| Local Customer Service Dedicated Customer Service team located in the United States available through chat or email within regular business hours |
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| User Feedback Encouragement Commitment to user experience with feedback encouraged |
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Trusted by benefits carriers, brokers, and providers
