Built on official DOL Form 5500 filings

Win Your Next Broker of Record Letter.

See exactly when your prospects renew — and what they pay their current broker.

Search 1,000,000+ health & welfare and 401(k) plans, indexed from Form 5500 filings

No credit card to browse pricing · Cancel anytime · Data sourced from EFAST2, not affiliated with the DOL

Prospecting — app.benefitsignal.example

Renewing in the next 180 days

Illustrative example, not a real filer
EmployerParticipantsCarrierRenewsIncumbent brokerComp last year
Sample Manufacturing Co.212Carrier Ain 74 daysIncumbent Advisors$00,000
Example Logistics LLC148Carrier Bin 112 daysIncumbent Advisors$00,000
Demo Health Partners387Carrier Ain 141 daysIncumbent Advisors$00,000

How it works

Everything a producer needs to open the door

Know the renewal before the RFP

Schedule A policy dates, rolled forward to the next anniversary, so you call 90–180 days out instead of after the incumbent re-signs.

See the incumbent and what they earn

Broker name plus commissions and fees from Schedule A and C. The number your prospect never volunteers.

Fee-outlier flags

Plans paying well above the median broker comp per participant for their size band, ranked to the top of your list.

Filters built for producers

State or ZIP radius, participant range, carrier, competitor broker, health vs. 401(k).

Alerts on new filings

Save a search and get an email when a new prospect matches. No more re-running the same query.

Pipeline tied to renewals

Track leads from New to Won, sorted by how soon their renewal hits.

Why it pays for itself

The math is not close

$15k–$100k+

Annual commission on one mid-market employer group

$2,988

A full year of Pro at $249/mo

5×–33×

Return if a single account closes in year one

Illustrative arithmetic based on the commission range above; your results depend on your close rate and book.

Every filing is sourced from the DOL's public EFAST2 dataset and re-indexed nightly. BenefitSignal is an independent product and is not affiliated with, endorsed by, or sponsored by the U.S. Department of Labor.

Plans

Priced for what one account is worth

Starter

$99/mo

Look up any employer and see who insures them.

  • Search by company name or EIN
  • Plan demographics & incumbent carriers
  • 50 broker-fee reveals / month
  • Pipeline board
Most popular

Pro

$249/mo

Build a renewal-driven prospect list and see what your competitor earns.

  • Renewal-window, size, ZIP-radius & carrier filters
  • Competitor broker filter + fee-outlier flags
  • Unlimited broker & commission visibility
  • Saved searches with automated email alerts

Agency

$499/mo per seat

Multi-seat licenses for brokerage teams, with exports and CRM sync.

  • Everything in Pro
  • Multi-seat team licenses (priced per seat)
  • CSV exports
  • Salesforce / HubSpot sync