Our Data Drives Decisions
We have a built the worlds best data set on retirement plans and employee benefits, with a focus on revealing the strategic context for our clients. We offer more than just data – our analytics help you make winning decisions.
- Proprietary database of ERISA 5500 data is the cleanest in the industry
- Updated weekly with latest filing data to ensure up to date insights
- Datasets enriched with additional data (geography, census) to enhance quality and accuracy
- Customized customer targeting lists accelerate acquisition
- Analytics reports rapidly available for broad set of competitive questions
- Cloud hosted, Tableau ready datasets available to power custom analyses
Our Data Drives Impact Industrywide
``This has helped to significantly refine our sales and distribution approach -- we are much more focused.``
-Head of Sales, Leading Benefits Broker
``This gives me an unprecedented view into what my competitors are doing...and helps me shape how I should respond.``
-Benefits Carrier CEO
Carriers
Comprehensive analysis of employee welfare plan carriers spanning health, life, disability, stop-loss and voluntary benefits. Understand a carrier’s relative share and trend performance by channel, geography, product and customer segment.
Distributors
Insights on and for brokers and distributors of welfare benefit plans. Use to identify valuable employer leads, develop geographic growth opportunities, assess carrier performance, or target producer acquisition efforts.
Employers
Company level analytics on employer purchase behavior. Understand at entity level the share of distributors and carriers, and identify account rounding and acquisition opportunities.