Pricing

Let's find the right plan for your team

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
Agent Contacts
See individual agent/producer contact details by broker office, including qualified premium, plans, and more
CRM & API Integrations
Integrate your data with CRMs such as Salesforce or HubSpot, or pull directly from the API for other needs
Licensing & Appointments
State licensing and carrier appointments for every agent/producer in the database
Custom Segmentation
Segment employers, brokers, and carriers by your organization's tailored sales territories, offices, and more
Data Extracts
3 year, 5 year, and complete data extracts available to download in a documented CSV format
No Location Restrictions
All reported regions, states, and metro areas are available to all users with no limits or restrictions
No Industry Restrictions
All reported industries are available to all users with no limits or restrictions
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
Broker Office Reporting
Intelligent handling of Broker offices available for filtering and analysis
Book of Business
Carrier and Broker complete book of business with the proprietary BeneRanking system in place
Advanced Search
Advanced Employer, Broker, and Carrier search functionality with plan level, demographic, benefits, and financial filters included
Export Search Results
Search result excel export available with the ability to pivot rows and columns
Up to 200 rows
Unlimited
PDF Profile Downloads
Complete PDF downloads with all data and charts included for Employer, Broker, and Carrier profiles
Profile Sharing & Favorites
Ability to favorite and share Employer, Broker, and Carrier profiles with unauthorized users via email
Analytics / Modeling
Product Premium Modeling
Product specific premium modeling driven by an internally developed proprietary algorithm
Product Participation Modeling
Employee participation rate modeling of products within benefit groups
Strategic Insights
Statistically significant product premium and broker compensation rate insights
BeneRanking
Proprietary ranking algorithms measure the importance of relationships in multiple contexts
Market Presence Evaluation
Assess a Broker's or Carrier's competitive market presence with key statistics
Key Benefit Statistics
Summarize state and industry aggregate benefits and drill down to the top Employers, Brokers, and Carriers by demographic
Product Type Modeling
Distinctions between product types available for search and within benefit plan cards (HMO, PPO, ASO)
Retention Rate Modeling
Evaluate a Broker or Carrier's retention rate of benefit plans in specific markets
Market Penetration Modeling
Evaluate a Broker or Carrier's market penetration and share in specific market by premium, participants, and plans
Support
Platform Chat
Connect with industry experts instantly to answer any questions you may have
User Knowledge Base
Documentation available for reference on platform data, analytics, modeling, and more
Local Customer Service
Dedicated Customer Service team located in the United States available through chat or email within regular business hours
User Feedback Encouragement
Commitment to user experience with feedback encouraged
 
Trusted by benefits carriers, brokers, and providers
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Trusted by

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