BenefitsGuide
Business Listings
By BenefitsGuide
- Rating
- 5.0
- Reviews
- 1
- Pricing
- Paid
- From $20 per user per month
- Listed since
- 2021
About BenefitsGuide
Form 5500 data for employee benefits & financial service professionals
Business Listings is a database of all the businesses that have recently filed the Federal Tax Form 5500.
Use information pulled from the Form 5500 to find and evaluate both employee benefits / group insurance and retirement planning prospects and opportunities.
Identify businesses that you would like to target then import those Account, Contacts, Form 5500 Tax Filings and all the related Schedules directly into your instance of Salesforce with a click. You can even view or download a pdf of the filed Form 5500 from any Tax Filing record.
The information inserted into Salesforce includes every field from the Form 5500 and all the related Schedules.
Once imported, you can build list views and reports to filter by any field on the Account, Contact, or Tax Filing and Schedules found on the Federal Tax filing.
Highlights
- Use BenefitsGuide: Business Listings to identify: • the right people to contact • businesses that may be overpaying commissions • how much the opportunity may be worth to you and is it even worth pursuing? • businesses that work with a 'weak' broker
- For employee benefits brokers, use Business Listings to learn about your prospect or clients reported: • carrier • broker name • commissions • premiums • lines of coverage • renewal dates • and more
- For those who sell group retirement plans, use Business Listings to learn about your prospect or clients reported: • 401k’s • 403b’s • defined benefit plans • defined contribution plans • and more
Screenshots
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Pricing
Paid, from $20 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $20 per user | Monthly |
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on February 23, 2021
- Languages
- English