Find your next client using data they already filed with the government.
Every employer with a health and welfare plan files a Form 5500 with the Department of Labor. Those filings tell you who the company is, who the broker is, who the carrier is, and how much the broker is getting paid. BenefitsGuide puts all of that data at your fingertips.
Search Form 5500 Filings by Zip Code, Broker, Carrier, and More
BenefitsGuide's Business Listings application pulls Form 5500 data from a government database and makes it searchable right inside your Salesforce environment. Enter a zip code and instantly see every employer in that area with a health and welfare plan.
You'll see who the current broker is, who the carrier is, how many employees are in the plan, and how much the broker is getting paid. Filter by any of these fields to build a targeted prospect list in minutes.
- Search by zip code, welfare code, broker name, or carrier
- See current broker, carrier, and broker compensation
- View participant counts and plan details
- Filter and sort to build targeted prospect lists
Turn a Filing Into an Account Record With One Click
Found a prospect worth pursuing? Check the box and click "upsert into Salesforce." The system creates the account record with the company name, tax ID, address, and phone number. It even pulls in the people who signed the 5500 forms — so you know exactly who to call.
From there, it's a real account in your CRM. Log activities, track conversations, set callback dates, and build reports — all using the same system you use for your existing clients.
Build Prospect Reports and Track Your Pipeline
Once you've created prospect accounts from 5500 filings, you can run reports on any of that data. Filter by zip code, broker, carrier, renewal month, callback date — whatever matters for your sales process.
Track your prospecting activity the same way you track client activity. Log calls, set follow-up reminders, note renewal dates, and build a pipeline that's visible to your whole team. When a broker retires, sells their book, or loses an account — you'll know about it and be ready to move.
- Custom reports filtered by zip, broker, carrier, or renewal date
- Track callback dates and renewal months for timing your outreach
- Log activities and notes on every prospect account
- Visible to your whole team — no more prospecting in silos
See the Prospecting Tool Live.
Pick a time that works for you. We'll search your zip code, show you the data, and walk through exactly how it works — from Form 5500 filing to Salesforce account record.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.