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Broker Office Insights gives you a detailed analytical view of any broker office in BenefitFlow — market position, book composition, growth trajectory, carrier relationships, and key contacts. All data is derived from Form 5500 filings and BenefitFlow’s proprietary broker-client mapping.

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Getting there

  1. Search for a broker from the Broker tab
  2. On the broker’s profile, find the office you want under the Offices tab
  3. Click View Insights on any office row
You’ll land on the Office Insights tab with five sections in the left sidebar.
Broker Office Insights showing Market Share rankings and Client Mix

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Market Share

See how this office ranks against competitors in its geography.
  • MSA ranking — position and market share by commissions in the office’s metro area
  • State ranking — same view at the state level
  • Each leaderboard shows the top broker offices with commissions and % of market
  • The current office is highlighted so you can quickly see where they stand
Use case: Identify whether a broker office dominates its local market or has room to grow — useful for competitive positioning and prospecting conversations.

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Client Mix

Understand the composition of the office’s book of business.
  • Funding Type Breakdown — donut chart showing the split between self-funded and fully insured clients
  • Employee Size Distribution — bar chart showing client count by employer size band (0–100, 101–200, 201–500, 501–1,000, 1,000+), color-coded by funding type
  • Top Industries — bar chart showing the office’s top 5 industries by client count
Use case: Quickly assess whether a broker office is focused on small groups vs. large employers, self-funded vs. fully insured, and which industries they concentrate in.

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Growth

Track how the office’s book has changed over time.
  • Client Count Trend — 5-year bar chart showing total client count per year
  • Net New Clients — line chart showing net client adds over the past 12 months
  • Client Retention Rate — 3-year average retention percentage
  • Clients Won / Lost / Stopped Filing — stacked bar chart breaking down annual client movement:
    • Clients Won (green) — new employer relationships added that year
    • Lost Clients (red) — employers that moved to a different confirmed broker
    • Stopped Filing (orange) — employers that stopped filing Form 5500 entirely (no confirmed new broker)
Stopped Filing ≠ Lost. “Stopped Filing” means the employer no longer appears in Form 5500 data — they may have dropped coverage, gone below the filing threshold, or switched to a broker we can’t yet identify. These are separated from confirmed losses to avoid unfairly skewing retention metrics.
Use case: Assess whether a broker office is growing or shrinking, how fast, and whether they’re losing clients to competitors or to filing gaps.

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Key Partners

See the carriers and vendors this office works with most.
  • Top Medical Carriers — table showing carrier name, top product, covered lives, client count, and premiums with % of total
  • Top Ancillary Carriers — same format for dental, vision, life, disability, and other lines
  • Top Vendors — vendor name, category, and client count
Use case: Understand a broker office’s carrier relationships before a meeting — which carriers dominate their book, where there might be gaps, and which vendors they use.

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Key Contacts

Browse the producers and account managers at this office.
  • Contact cards showing name, title, location, and tenure
  • Verified Producer badges for contacts with confirmed licensing
  • Unlock Contact to reveal email and phone using contact credits
For the full contact list with advanced filters (role, job title, license type, carrier appointments), switch to the Office Contacts tab.

Employer Profiles

Detailed employer views — benefits, history, deep research

Form 5500 Overview

How Form 5500 data powers BenefitFlow

What is the Primary Broker?

How BenefitFlow determines the primary broker relationship

Build Marketing Lists

Create targeted outreach lists from search results
Last modified on April 20, 2026