How to interpret employer and broker profiles
BenefitFlow provides comprehensive, multi-dimensional profiles for both employers and brokers, offering deep insights into benefits and business relationships.
Employer Profile Features
- Company Overview:
- Headquarters location
- Employee count
- Funding status (self-funded or fully insured)
- Primary broker information
- Benefits Tab:
- Key Partners section (brokers, carriers, vendors)
- Policy-level insights from Form 5500 filings
- Filterable policy data (Medical, Dental, Vision)
- Broker commission and carrier premium summaries
- Detailed Policy Information:
- Line-item details for each policy
- Coverage specifics
- Renewal dates
- Commissions and premiums
- Implied Per Employee Per Month (PEPM) costs
- History Tab:
- Enrollment trends
- Broker of record changes
- Carrier modifications
- Filterable by policy type
- Deep Research Tab:
- AI-powered insights beyond Form 5500
- Employee benefit ratings
- Detailed analysis of:
- Health Insurance
- Health and Wellness
- Family Benefits
- Career Growth
- …and much more
-
- Vendor information
- Employee sentiment analysis
- Contacts Tab:
- 5500 form signatory
- Key HR and executive contacts
Broker Profile Features
- Office Locations:
- Comprehensive office breakdown
- Exportable full client list
- Proprietary client-to-office mapping
- Client Insights:
- Office-specific client lists
- Accurate business relationship tracking
- Contact Management:
- Producer and account manager contacts
- Verified Producer tags
- Licensing verification
- Book of business insights
Unlock powerful insights into employers and brokers with BenefitFlow’s detailed, multi-dimensional profile views.Last modified on February 12, 2026
