Basic or complex, group benefit filings are packed full of data and have excellent contact information. Whether your target market is small business Short-Form filers or 100+ page juggernauts, you'll enjoy our comprehensive benefit profiles and CRM software for simplistic production management.
The opening: assets grew 11% but the fidelity bond didn't follow. That's a compliance conversation, and it's on the filing.
Plus one-click download of the source pdf filing.
The filing is public. The pain point inside it usually isn't obvious. Xdate layers in the sales-oriented analytics (Bond Ratio for 401k plans, Premium per employee for Health) so the opening reads itself.
Total assets, performance and commissions are just a couple ways our advisors identify new opportunities. Up to 7 years of key plan performance metrics, advisor history and compensation make it easy to spot pain points.
| Year | Assets | Advisor | Comp |
|---|---|---|---|
| 2025 | $28.4M | Regional Wealth | $96,200 |
| 2024 | $25.6M | Regional Wealth | $91,400 |
| 2023 | $22.1M | Regional Wealth | $88,900 |
| 2022 | $19.8M | Northgate Advisors | $74,300 |
| 2021 | $21.4M | Northgate Advisors | $76,100 |
Plan breakdown of premium and commission by coverage, carrier and broker. Combined with a bird's eye view of broker history and a concise snapshot of key metric trends, that defines your prospect's profile.
| Coverage | Carrier | Premium | Comm. |
|---|---|---|---|
| Medical | Anthem BCBS | $2,940,000 | $88,200 |
| Dental | Delta Dental | $184,000 | $11,040 |
| Vision | VSP | $41,500 | $2,490 |
| Life / AD&D | Unum | $96,800 | $9,680 |
| LTD | Unum | $78,200 | $7,820 |
Filter by plan size, broker, carrier, compensation or the analytics we calculate for you, then work the list on the same platform.
Start free and pull a benefits profile on the first account that comes to mind.