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Benefeature for your team

Group Benefits Intelligence for

Pick your team below. Each section covers the day-to-day workflows and the Benefeature features behind them, from per-product premium and broker attribution to employer contacts and custom territories.

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Benefeature connects sales, strategy, distribution, and retention teams
Benefeature connects sales, strategy, distribution, and retention teams

Jump to your team

Sales Teams

Close more deals with prospect intelligence.

Walk into every meeting knowing what the employer pays, who brokers the case, and who on the buying team moves the decision.

Build prospect lists from real Form 5500 data, then export or sync contacts to your CRM instead of rebuilding the same research in spreadsheets.

Day-to-day workflows

  • Filter employers by premium, product mix, broker, and geography before outreach
  • Open employer profiles with per-product premium, ratings, and retirement context
  • Find finance approvers, HR leaders, and benefits owners on matched employer profiles
  • Export segments or sync contacts to HubSpot on Pro Plus and Enterprise
Benefeature employer search results for sales prospecting
Benefeature employer search results for sales prospecting
Strategy Teams

Strategic decisions grounded in market data.

Market share, product penetration, and competitive position by region, segment, and broker channel, not slide-deck estimates.

Build plans from the same dataset your field team searches, so strategy and execution stay aligned.

Day-to-day workflows

  • Benchmark premium, cases, and employers against competitors by territory
  • Model product-line share with per-product premium, not one bundled number
  • Identify growth pockets and white-space segments before you reallocate budget
  • Design custom territories around real production and concentration patterns
Distribution Teams

Maximize partnerships with data-driven insights.

See which broker offices and firms actually drive premium in your market, not just which names show up on a filing.

Focus partner investment on offices with production, growth potential, and the comp structure that fits your strategy.

Day-to-day workflows

  • Attribute plans to producing broker offices, not central filing hubs
  • Rank broker firms and agents by attributed premium inside a territory
  • Compare compensation patterns to find partners aligned with your goals
  • Expand into under-100-life segments with searchable short-form filers
Benefeature broker distribution and office attribution view
Benefeature broker distribution and office attribution view
Enablement Teams

Arm the field with intelligence, not generic decks.

Give every rep the same employer profile your best researcher would build: premium by product, broker attribution, ratings, retirement KPIs, and buyer contacts where matched.

Turn market data into talk tracks, playbooks, and CRM-ready exports the team uses on the next call.

Day-to-day workflows

  • Package employer profiles with premium, broker, ratings, and contact context
  • Build playbooks around product gaps flagged in per-product premium
  • Equip reps with Decision Chain contacts on matched employer profiles
  • Sync prospect lists to CRM so enablement and sales share one source of truth
Underwriting Teams

Win more business with risk intelligence.

See complete benefit histories, product mix, and market benchmarks before you quote, not after the broker sends a partial submission.

Spot unusual compensation, thin filings, and product concentration that affect risk and profitability.

Day-to-day workflows

  • Review per-product premium and peer flags before pricing a case
  • Pull retirement plan KPIs alongside group benefit detail on the same employer
  • Benchmark broker compensation against peer groups by size and geography
  • Assess small-group profiles where insurance filing is optional but retirement data exists
Benefeature benefit history and underwriting intelligence view
Benefeature benefit history and underwriting intelligence view
Retention Teams

Keep your best customers with retention intelligence.

Identify at-risk accounts from employee sentiment, competitive wins and losses, and shifting broker relationships before renewal season.

Walk into retention conversations with line-level premium context and the market proof to defend the relationship.

Day-to-day workflows

  • Monitor benefit ratings and review trends on key accounts
  • Track competitive wins and losses by product line inside a book
  • Use broker comp benchmarks to prepare for renewal negotiations
  • Find cross-sell paths through retirement and group data on the same profile

Join thousands of insurance professionals who use Benefeature and AskGMS to close more deals.

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

See It on Your Team's Accounts

Name your team and a few employers or territories you know well. We walk through the workflows and features that matter to you. Thirty minutes, your market.