> ## 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.

# What is the Primary Broker?

> 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.

## How it's determined

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.

<Note>
  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.
</Note>

## Primary broker office

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](/knowledge-base/crm-employer-broker-linking).

## Related resources

<CardGroup>
  <Card title="Reported vs. Closest Renewal Date" icon="calendar" href="/knowledge-base/reported-vs-closest-renewal" horizontal={true} />

  <Card title="Can I tie a specific producer to their clients?" icon="circle-question" href="/knowledge-base/producer-client-mapping" horizontal={true} />

  <Card title="Linking Employers to Their Primary Broker Office" icon="link" href="/knowledge-base/crm-employer-broker-linking" horizontal={true} />
</CardGroup>