AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

BenefitsGuide: Business Listings

Form 5500 data for employee benefits & financial service professionals

Overview

Search our database of US businesses with a recently filed Form 5500, import the Account, Contacts, Form 5500 Federal Tax filing and all the related Schedules. Identify employee benefits and retirement planning opportunities using the information.

1 of 9

See How BenefitsGuide: Business Listings Works

  • Use BenefitsGuide: Business Listings to identify: • the right people to contact • businesses that may be overpaying commissions • how much the opportunity may be worth to you and is it even worth pursuing? • businesses that work with a 'weak' broker

  • For employee benefits brokers, use Business Listings to learn about your prospect or clients reported: • carrier • broker name • commissions • premiums • lines of coverage • renewal dates • and more

  • For those who sell group retirement plans, use Business Listings to learn about your prospect or clients reported: • 401k’s • 403b’s • defined benefit plans • defined contribution plans • and more

Business Listings is a database of all the businesses that have recently filed the Federal Tax Form 5500. Use information pulled from the Form 5500 to find and evaluate both employee benefits / group insurance and retirement planning prospects and opportunities. Identify businesses that you would like to target then import those Account, Contacts, Form 5500 Tax Filings and all the related Schedules directly into your instance of Salesforce with a click.  You can even view or download a pdf of the filed Form 5500 from any Tax Filing record. The information inserted into Salesforce includes every field from the Form 5500 and all the related Schedules. Once imported, you can build list views and reports to filter by any field on the Account, Contact, or Tax Filing and Schedules found on the Federal Tax filing.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

More from BenefitsGuide

  • BenefitsGuide: Global Ease Integration
    by BenefitsGuide
    Eliminate redundant data entry by using data from within Salesforce to create groups in Ease with just a few clicks OR push that same data from Ease to Salesforce. Then elections made in Ease will update your instance of Salesforce, a 360 integration.

  • BenefitsGuide: CXC Compliance
    by BenefitsGuide
    Designed for insurance professionals. Create ERISA Wraps/SPDs, Sec 125 Cafeteria Plan documents, Form 5500s and Federal Notices by integrating your instance of Salesforce with CXC Solutions, the leading provider of Benefits Compliance solutions.
    Finance

  • BenefitsGuide: Employee Benefits Broker Automation Platform
    by BenefitsGuide
    Stop managing spreadsheets. Start growing your agency. BenefitsGuide automates commission tracking, syncs with Employee Navigator & Ease, and creates benefit booklets instantly. Built by brokers, for brokers. 100+ agencies trust BenefitsGuide.
    SalesCustomer Service