Credit is given to the broker that reports the greatest share of commissions for a given Employer based on the reported policies on the form 5500
An employer often works with more than one broker across its benefit plans. The
primary broker is the one BenefitFlow credits as the lead relationship: the
broker that reports the largest share of commissions for that employer across the
policies on its Form 5500 filings.
BenefitFlow totals reported commissions by broker across an employer’s Form 5500
policies. The broker with the greatest share is the primary broker. Because it’s
based on filed commission data rather than a single policy, it reflects who holds
the deepest relationship with the employer, not just whoever placed the most recent
line of coverage.
Commissions come from Form 5500 filings, so the primary broker reflects the most
recent filing year available. It can change as new filings are processed.
A broker firm has many offices. The primary broker office is the primary
broker’s closest office to the employer. This is the office BenefitFlow surfaces on
the employer profile, and the one you can link to in your CRM. See Linking Employers
to Their Primary Broker Office.
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