Broker-movement intelligence

Find the benefit plans most likely to change brokers.

BrokerEdge identifies plans showing the strongest signs of broker change. See what is driving the risk, review the account research, and find the decision-makers to contact.

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Free to search. No card required to start.

The evidence

Recently correct predictions.

Real accounts from the model’s out-of-time validation, anonymized. Each was scored on its 2023 filing alone; the 2024 outcome is verified genuine — not a merger or paperwork.

77,525Benefit plans scored
3.5M+Broker-of-record records analyzed
96,280Brokers tracked across the market
The problem

Your best opportunities are hidden inside thousands of filings.

Form 5500 data can reveal when an account is becoming vulnerable — but only after hours of searching, comparing years, and interpreting disconnected schedules.

Most teams are left with three imperfect options:

Rely on stale prospect lists

A company may fit your target profile without having any reason to reconsider its broker.

Wait for an RFP

By the time an opportunity reaches the open market, every competitor already knows about it.

Research accounts manually

The signal may be there, but finding it requires reviewing years of filings, compensation records, carrier changes, and plan details.

BrokerEdge helps you identify the accounts where timing and fit are beginning to align.

How BrokerEdge works

26 million data points. 16 years of history. One clear view of what happens next.

BrokerEdge reads years of public filings, connects the changes within each plan, and learns from the patterns that appeared before past broker moves. Then it turns that complexity into a simple answer: which plans may be ready to change, why, and when.

I
Bring the data together

Millions of public filing records, collected across 16 years.

II
See the full history

We connect the changes in brokers, carriers, fees, and renewals from year to year.

III
Learn what signals a change

The model compares each plan with the patterns seen before past broker moves.

IV
Identify key decision makers and plan information

See which plans may move, what is driving the signal, when to act, and who to contact.

I
Bring the data together

Millions of public filing records, collected across 16 years.

II
See the full history

We connect the changes in brokers, carriers, fees, and renewals from year to year, and set aside the changes that were really mergers or paperwork.

Long broker relationship
9 years with current broker
Impact
Broker compensation is rising
Up year over year
Impact
Recent carrier disruption
Carrier changed in 2023
Impact
Renewal approaching
October 1
When to act
III
Learn what signals a change

The model compares each plan with the patterns seen before past broker moves.

Opportunity
High
Timing
12–18 months
Challengers
3 emerging
JH
Jordan Hart
VP of Total Rewards
j.hart@meridianfoods.com
PS
Priya Shah
Director of Benefits
p.shah@meridianfoods.com
DR
Daniel Reyes
Chief Financial Officer
d.reyes@meridianfoods.com
IV
Identify key decision makers and plan information

See which plans may move, what is driving the signal, when to act, and who to contact.

The research report

Every unlock opens the whole account, not just a score.

One unlock turns a raw public filing into a brief you can act on. No spreadsheets, no cross-referencing, no guessing at what the numbers mean.

Start with a free search
  • Churn risk score and drivers
    The estimated risk of a broker change, and the plain-English reasons behind it.
  • Financials and filing history
    Plan size, funding, carriers, and the Form 5500 record year over year.
  • Broker of record and tenure
    Who holds the account today and how long they have held it.
  • Peer benchmarks
    How this plan compares to others its size, in its region and industry.
Plans

Pick the plan that matches how you sell.

Every plan includes free search, a monthly allowance of account unlocks, and in-app alerts on the accounts you unlock. Move up when you want the decision-makers and the whole market.

Book Defense
$99/mo
Billed annually
50 account unlocks / mo
Search any account and unlock the risk intelligence behind it.
  • Estimated churn risk score
  • Plan financials and filing history
  • Detailed plan research, historical trends, and peer benchmarks.
  • Signals affecting the incumbent broker relationship
Protect my book
Sales Pipeline BuilderRecommended
$249/mo
Billed annually
100 account unlocks / mo
Unlock full account research and the decision-makers you need to reach.
  • Everything in Book Defense
  • Research on key decision-makers
  • Identity-verified names, titles, roles, and LinkedIn profiles
  • On-demand verified email and direct phone lookups
  • Analysis of broker relationship signals
  • Analysis of the current benefits offering
Build my pipeline
Enterprise
$2,500/mo
or $25,000 billed annually
1,000 account unlocks / mo
Search, rank, and research at-risk accounts across your entire market.
  • Everything in Sales Pipeline Builder
  • Search and rank the market by estimated churn risk
  • Identify high-risk accounts before opening a report
  • National intelligence on brokerage firms gaining and losing plans
  • White-glove onboarding and a dedicated success manager
Talk to sales
Book Defense and Sales Pipeline Builder prices are shown per month, billed annually; monthly billing is $119 and $299. Enterprise is $2,500 per month, or $25,000 billed annually. Compare every plan in detail

Start with a free search.

Your competitors read the same public filings. BrokerEdge gets you there first.

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