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Today is Wednesday, May 22, 2013
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Welcome to BrokerSight!

BrokerSight is designed to provide you with valuable competitive insight into the 100+ participant insured group retirement market. Based on Schedule A data from the Form 5500, this easy-to-use online database will enable you to identify top brokers in your territory, which employers work with which brokers and critical broker contact data to enhance your performance in your market.

RANK TOP PRODUCERS

Find the top brokers in any market. Rank producers by:
• Geographic location
• 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.

Try BrokerSight for Free!

You’re invited to see BrokerSight for yourself—for FREE. Our Demo Version includes access to all of our broker research tools with sample data. We are confident that you’ll find BrokerSight to be a valuable tool to help you grow your business.

To receive your free username and password to our Demo Version, please create an account:

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Questions? Call 800-231-0669 or email sales@judydiamond.com to speak with a member of our knowledgeable staff.
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