Built around the broker’s next question.
Which accounts deserve attention, and who should you talk to? BrokerEdge brings the research behind that question into one place.
What it is built on.
Public filings, a predictive model and research from public sources, read together on one page.
BrokerEdge scores employers on the likelihood of a benefits-broker change, using machine learning over public Department of Labor Form 5500 filings. Around that estimate it gathers the account’s filing history, AI-assisted research from public sources, and the people who run the employer’s benefits.
The data is a periodic snapshot of the public record, not a live feed, and every record shows the plan year it comes from.
Why it exists.
BrokerEdge started from a simple gap: a broker could see that an employer filed a Form 5500, but not whether the account was likely to move. Filing history, the estimate and the research now sit on one page, so a broker can decide where the week goes and arrive with better questions.
Two rules shape every report. Reported facts, source claims and interpretation stay distinguishable, so you can see why a finding is there. And missing evidence stays missing: a short report is sometimes the honest result.
Built by StoryPros, LLC.
BrokerEdge is built and operated by StoryPros, LLC. Questions about the product, the research or your team go to one inbox, and a person answers them.