Find the top brokers in any market. Rank producers by:
Carriers they produce for
Total dollar amount sold
Participants in their clients' plans
Type of benefits sold
Designed to eliminate the guesswork in identifying and targeting top producing brokers
and agents in your marketing area, this database will even link their clients
(plan sponsors) to them. A mailing list of producers is available for purchasers of this data.
VIEW BROKERS' BOOKS OF BUSINESS AND CONTACT INFO
BrokerSight positions subscribers to target individual brokers by their client relationships.
View brokers' complete books of business in the large group retirement market or, conversely,
view carriers' books of business.
Individual plan sponsor client information includes:
- Company name, location, and industry.
- Plan type and dollar amount.
- Plan participants
- Renewal date.
- Carrier and broker.
BrokerSight also includes exclusive broker contact data that is not available on Form 5500s.
JUDY DIAMOND ASSOCIATES EXCLUSIVE DATA
BrokerSight contains more than just Form 5500 data. The underlying data, in its raw form
from the Department of Labor, is inconsistent and incomplete. Through our proprietary algorithms and processes,
we clean up the raw data and turn it into intelligent business information. We then append additional broker contact
information to the database to support your growth initiatives.