Develop custom lead and prospect lists for employee benefit plans. We help you segment and target specific health plans from hundreds of thousands of plans in our database based on the criteria that matter for your business. Segment on geography, company size, industry, premium, and hundreds of other variables.
Easy to Use Lead Data
We customize our lead data to suit your needs from our 10 year historical database of ERISA 5500 data. Each listing contains plan information such as premiums, employees, industry, address, phone, and company contact information. We can supply many more fields such as carriers, brokers, links to the 5500 forms, and much more. Leads are delivered in the format of your choice: Excel, CSV, or even formatted for upload into your Salesforce CRM.
We believe you will get much more value more quickly if we have a short conversation (even via email) to develop a custom lead list specific to your business. Our approach is simple: we have a conversation with you to understand your needs, we develop a sample lead list and prioritization and custom pricing, then we iterate a final solution and delivery schedule based on your feedback. You don’t pay until you’re happy, and your satisfaction is guaranteed.
The data was super high value for us. The speed we gained in targeting and closing clients paid for itself on the first call.
–Employee Benefit Broker
Our prices start as low as $299 annually for small brokers with a narrow target set. Based on the targeting, the magnitude of leads, and the custom development work required to get to your desired lead list, we will work with you to develop a custom pricing schedule. Bottomline, we will not lose this on price!
Give us a call, email, or fill out the form and we will be in touch with you ASAP to develop your custom health plan lead list. We look forward to working with you.