A few useful answers.

Create a free account and search for employers. You do not need a credit card. A paid plan is needed to unlock full account reports, and you will confirm your email address before your first unlock.

An unlock opens the full research on one employer and counts toward your monthly allowance: 50 unlocks a month on Book Defense, 100 on Sales Pipeline Builder, and 1,000 pooled across your team on Enterprise. Reopening an account you have already unlocked does not use another unlock.

Yes. An account you have not unlocked shows its risk band. The exact estimate and the full report open with the unlock. Searching and ranking the whole market by risk is part of Enterprise.

Yes. Look up an existing client or a prospect by company name. The research helps you prepare for a client conversation as much as it helps you decide which prospects deserve a closer look.

Yes. The sample report walks through a fictional employer and explains how to read each part.

Company ownership and developments, medical plan details, specialist programs and vendors, retirement and leave benefits, enrollment systems, hiring, and employee review themes. Results depend on the public information available for the employer, and every finding links to its source.

No. Research may find several relevant people, a few, or none. Names, roles and LinkedIn profiles are confirmed against public evidence, but people change jobs and public information can be out of date.

No. Profiles and contact details are separate. You request a business email or a direct phone number on demand, from a monthly lookup allowance that is separate from your unlocks. An email lookup uses one credit and a phone lookup uses ten, and a lookup may not find a detail.

Yes. You can refresh an employer’s Deep Research once every seven days, and the product shows when the next refresh is available. Research is not continuous monitoring.

Once a day BrokerEdge scans your unlocked accounts and flags two things: a risk band that changed, and a renewal that has moved within three months.

Core plan research uses public Form 5500 filings. Deep Research adds public websites, benefits materials, job postings, employee reviews and news. Contact details come from licensed lookup providers. See Data & methodology.

No. It is an estimated likelihood based on patterns in the filings. It does not confirm an active search, an RFP or a planned change. Read the drivers and confirm the situation with the employer.

The filing data is a periodic snapshot of the Department of Labor’s public releases, not a live feed. Filings describe a plan year and arrive after it, so check the year on every record. Web research carries its own dates, and a completed brief is kept until you refresh it.

From public evidence about the person and the employer, such as a public profile or a company page, plus licensed lookup providers for business email addresses and direct phone numbers. We do not sell personal information. The privacy policy explains how we handle it.

Coverage depends on the filings available, how the employer’s records match, and what the employer publishes online. A missing result is not proof that an employer has no benefit plan or does not offer a specific program.

Sales Pipeline Builder and Enterprise. Book Defense includes the account risk and filing research. The pricing page has the current comparison and allowances.

No. The free plan lets you search without a card. Unlocks start with a paid plan, and you can cancel at any time from the billing portal.

Enterprise adds team access and a pooled allowance of 1,000 account unlocks a month shared across your members. Contact us to set up your team.

Use the billing controls in your account to open the billing portal, where you can update your card or cancel. Cancelling stops renewal; when the paid period ends, unlocked reports close, and subscribing again reopens them. For help with a charge, contact us.