Jordan Hart
VP of Total Rewards
Benefits strategyBroker relationship
Find emailFind phone
Find the people behind the decision.
Identify the people involved in an employer’s benefits decisions, understand their roles, and look up a business email address or direct phone number when you need one.
Sample buying team
Broker relationship
Daniel Reyes
Chief Financial Officer
Budget approvalFinancial oversight
Find emailFind phone
Roles give you context. Lookups give you a way to reach out. Illustrative people; the product shows the people its research can confirm.
From a name to a useful introduction.
Identify the people
Research finds the people connected to the employer’s benefits and confirms each one against public evidence. People who cannot be confirmed are left out.
Understand the role
Review names, titles, roles and LinkedIn profiles to decide who fits the conversation you want to have.
Find contact details
Request a business email or a direct phone number on demand. An email address is checked for deliverability by the lookup provider at the time of the request. A phone lookup is offered for people whose identity is confirmed and who have a LinkedIn profile.
A title is only the start.
A benefits leader and a financial buyer care about the same account for different reasons. Read each role next to the employer’s filing history and research before deciding how to approach the person, then confirm in the conversation. A title does not prove purchasing authority.
What to expect.
Research opens with the account
Decision-maker research is included with Sales Pipeline Builder and Enterprise and opens with the account unlock. Lookups are the only extra draw.
Lookups have their own allowance
Email and phone lookups draw on a monthly allowance that is separate from your account unlocks. An email lookup uses one credit; a direct-phone lookup uses ten.
Coverage varies
Some employers have extensive public information; others have very little. Research may return fewer people, and a lookup may not find a contact detail.
Take the people with you
Export the people you have researched to CSV for your CRM.
Read the research FAQs
Start with the people you already know.
Search an existing client for free and see how the research reads on an account you understand.