Benefits Prospecting Data
Benefits Data
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 certainly enjoy our comprehensive benefit profiles and CRM software for simplistic production management.
Retirement
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.
Health & Welfare
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 define your prospect's profile.
