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BenefitsGuide: Business Listings
Form 5500 data for employee benefits & financial service professionals
$20 USD/user/month
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.
Highlights
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
Provider Details
BenefitsGuide
Woodbury, NY USA
Originally built on the Enterprise Edition of Salesforce CRM to run a group insurance brokerage in New York City, Hillcrest was spun off as a separate company in February 2009 and the BenefitsGuide application was released in October 2009. BenefitsGuide’s agency management system is used by leading growing brokerages and general agents in the employee benefits broker vertical with as few as 1 broker user to 100 broker users and more.
Pricing Details
Default Plan
$20 USD/user/month