Get full access to our entire database of retirement and employee benefits data for custom analytics. Our cloud hosted, Tableau ready data sets can support reviews, salesforce improvement programs,customer segmentations, acquisition due diligences, and CRM / Salesforce integrations. We can provide just the data or full service analytics depending on your needs.
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
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.
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.
Company level analytics on employer purchase behavior. Understand at entity level the share of distributors and carriers, and identify account rounding and acquisition opportunities.