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
Find employers by size, industry, location, and current benefit offerings to focus your sales efforts on the most promising prospects
Filter by employer size, industry, location, current carriers, and benefit offerings
Map territories to your sales regions and identify opportunities by geographic location
Seamlessly integrate employer data into your existing HR tech stack and CRM systems
See exactly which brokers and agents are connected to which employer groups to build strategic partnerships
Know exactly where broker offices are located and which accounts they handle
Visualize connections between brokers, agents, and employers
Connect broker networks to your platform's partner ecosystem for enhanced distribution
Search for large self-insured employers that have specific carriers in place to identify cross-selling opportunities
See which carriers are already in place at target employers to identify competitive opportunities
Find employers with existing carrier relationships for targeted outreach
Enhance your platform's employer profiles with comprehensive benefit and carrier data
Pull up any broker to see which employers they consult with and where those employers are located
See where broker clients are located for territory planning
Understand broker client composition and market focus
Integrate broker relationship data into your HR platform for enhanced partner management
Stop cold calling. Know exactly which employers to target based on your ideal customer profile
Identify the right brokers to partner with based on their employer relationships
See which carriers are already in place to position your solution effectively
Focus your sales efforts on specific territories and regions
"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."
