> ## Documentation Index > Fetch the complete documentation index at: https://docs.benefitflow.com/llms.txt > Use this file to discover all available pages before exploring further. # Broker Office Insights > Market share, client mix, growth trends, key partners, and contacts for any broker office 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. ## 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 ## 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. ## 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. ## 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) **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. ## 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. ## 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. *** ## Related Detailed employer views — benefits, history, deep research How Form 5500 data powers BenefitFlow How BenefitFlow determines the primary broker relationship Create targeted outreach lists from search results