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Benefeature is the Group Benefits Intelligence platform that transforms raw regulatory data into actionable sales opportunities. We help carriers, brokers, and vendors close more deals by providing clean, processed Form 5500 data, broker intelligence, market insights, and territory management tools.

Benefeature collects Form 5500 filings from the Department of Labor, processes and cleans the data, matches broker relationships, and references proprietary AskGMS data to create a comprehensive intelligence platform. You can search for prospects, analyze market opportunities, track broker relationships, and model premiums—all in one place. See it in action with our sample demo.

Benefeature is designed for Carriers, Brokers, Vendors, and Consultants in the group benefits industry. Carriers use it to identify prospects, understand broker relationships, and manage territories. Brokers use it to find new clients and understand market dynamics. Vendors and Consultants use it to identify opportunities, understand market dynamics, and support their clients with data-driven insights. Learn more about use cases by team.

Benefeature combines multiple data sources—both proprietary and public—to create the most complete group benefits intelligence platform available. Our foundation includes Department of Labor Form 5500 filings, proprietary AskGMS data from top carriers, retirement plan data, broker contact information, and other verified sources. This multi-source approach ensures comprehensive coverage and accuracy across the entire group benefits market.

We maintain high data accuracy through extensive QA and testing processes. Our Form 5500 data is sourced directly from government filings and updated monthly. We use very thorough matching and cleansing processes, advanced algorithms, and manual verification to ensure broker relationships, contact information, and all data points are accurate and reliable. Explore our sample demo to see the quality firsthand.

Unlike platforms like miEdge, BenefitFlow, or Judy Diamond, Benefeature provides clean, actionable data from day one—no messy spreadsheets to clean. We offer real broker relationships at the office level, complete market visibility including small groups through retirement data integration, per product premium modeling that helps you understand what prospects likely pay for each benefit category, and timely insights with monthly data processing. Our platform combines Form 5500 data with proprietary AskGMS data found nowhere else in the market. Learn more about how we compare: Benefeature vs miEdge, Benefeature vs BenefitFlow, and Benefeature vs Judy Diamond.

Pro is designed for individuals and very small teams who need core broker/agent contacts, integrated retirement data, and core search and profile features, with up to 200 row exports. Pro Plus is our most popular plan—it adds employer (buyer) contacts, CRM integrations with 12,000 CRM syncs per year (Intelligence Credits), Atlas AI, expanded licensing research, and up to 2,000 row exports for $10,000 per year (up to 3 seats, $2,500 per additional seat). Enterprise is built for org-wide access and includes everything in Pro Plus plus unlimited CRM syncs, API integrations, data extracts, Atlas Custom Reporting + MCP, Territory Mapping, unlimited exports, and dedicated onboarding and support; pricing is custom based on team size and needs.

There is no free plan, but you can explore our sample demo to see how we approach analytics and opportunity management. We're also happy to run through a live demonstration of capabilities upon request so you can see the platform in action before committing. We occasionally offer free trials for enterprise prospects. Contact us to schedule a demo or discuss trial options.

Benefeature offers three plans: Pro starts at $1,925 per seat annually, Pro Plus is $10,000 annually for up to 3 seats ($2,500 per additional seat), and Enterprise pricing is custom based on your team size and needs. We also offer volume discounts. Contact us for a personalized quote.

Yes, volume discounts are available across our Pro, Pro Plus, and Enterprise subscriptions. The more seats you need, the better the pricing. Contact our sales team for a custom quote based on your team size and requirements.

Yes, Benefeature requires an annual subscription with no month-to-month plans available. However, unlike other platforms that require 2-3 year contracts, Benefeature Pro is billed annually with no contract required. Contact us to discuss the best option for your organization.

We offer expert support and consultation with an average response time of less than 2 minutes. Our team of industry experts is located in the US and available to help you maximize the value of our platform. Enterprise customers receive dedicated onboarding and priority support. Get in touch with any questions.

Yes. Pro Plus and Enterprise plans include CRM integrations, with Pro Plus including 12,000 CRM syncs per year (Intelligence Credits) and Enterprise including unlimited CRM syncs. Enterprise additionally includes API integrations and Atlas Custom Reporting + MCP. This allows you to push Benefeature data directly into your existing workflows, sync prospect information, and automate your sales processes. Pro plans include export capabilities up to 200 rows per export, Pro Plus up to 2,000 rows, and Enterprise unlimited. Contact us to learn more about integrations.

Yes! Benefeature works seamlessly on desktop, laptop, tablet, and mobile devices. You can access your data, search for prospects, and review insights from anywhere.

Benefeature processes new Form 5500 data monthly, ensuring you have access to the most current information available. Our proprietary AskGMS data, which we use for modeling, data checking, and quality assurance, is updated quarterly for sold cases and annually for inforce data.

Benefeature provides strategic insights including market presence evaluation, product premium modeling, participation modeling, retention rate analysis, market penetration metrics, and key benefit statistics. You can also identify cross-sell opportunities by connecting retirement and group benefits data.

Yes, Benefeature provides comprehensive broker intelligence including verified broker agent contact information, accurate office placement, and office-level attribution. You can see qualified agents at the plan level with their books of business, licensing information, and carrier appointments. This eliminates the common "filing hub" confusion and shows you exactly where each plan was sold and by whom, along with the specific agents involved. Learn more about our broker intelligence.

Yes, Benefeature uniquely integrates retirement and group benefits data. This allows you to identify employers under 100 lives that might disappear from basic reporting, see which employers already have retirement plans with your company for cross-selling opportunities, and access retirement KPIs and searchable statistics. Learn more about retirement data integration.

Getting started is easy. You can explore our sample demo to see the platform in action, or contact our sales team to discuss which plan is right for you. We offer preview profiles and live demonstrations to help you understand how Benefeature can transform your prospecting and sales process.