Unlimited Access to Form 5500 Data

The most up-to-date health and welfare benefits info

Employee benefit plan data, also known as Form 5500 data, gives insurance brokers, agents, and consultants an edge when trying to sell benefits plans to potential clients. Salesgenie makes it easy to access this valuable data so you can quickly deliver your message, products, or services to your best prospects.

We compile an annual report on Form 5500 data paired with our industry-leading business database. This allows you to find details about company benefit plans including service providers, plan participants, sponsors, and renewal dates. This also provides additional details such as company employee size, sales revenue, executive titles, and LinkedIn connections.


Who Uses Form 5500 Data?

Insurance brokers, agents, and consultants gain more information to better conduct prospecting. For example, having a company’s complete welfare employee benefit plan gives them an edge to identify renewal dates, plan types, insurance carriers, and existing broker relationships.

Insurance carriers use this data to find new sales opportunities by identifying broker relationships and helping grow their books of business.

Service providers to insurance carriers can find new sales potential and new markets.


What Do I Get?

  • Funding arrangements
  • Plan participants
  • Plan sponsors
  • Renewal dates
  • Service providers
  • Company employee size
  • Sales revenue
  • Company executives
  • LinkedIn connections

Search selects include:

  • Insurance carrier
  • Agent/broker
  • Participants
  • Form plan end date
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