Broker Office Insights

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. Each office has three tabs: Office Insights, Office Clients (every employer the office serves, see Office Clients), and Office Contacts.

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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.

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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
• The Clients list can be filtered by Primary Broker, Broker Tenure, and Broker Commissions
• 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)

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, where a search bar also lets you jump straight to a person.

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Office Clients

See every employer a broker office serves, then narrow it to the ones you want to go after.

1. On the office, click the Clients count or the Office Clients tab
2. Filter by Employee Count, Benefits Renewal Date, Industry, Funding, and more. The client count updates as you filter.
3. Select the employers you want and click Add To List to save them as a prospecting list

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