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The leading employee benefits prospecting tool for top carriers and brokers.

REQUEST YOUR FREE TRIALVIEW PACKAGES AND PLANS


NEW PRICING OPTIONS AVAILABLE FOR AS LOW AS $25 A MONTH*

*12 MONTH ANNUAL COMMITMENT



View Packages And Plans


FINDING NEW GROWTH OPPORTUNITIES IS AS EASY AS 1-2-3

RELIABLE LEAD INTELLIGENCE.

Tailor your sales pitch with detailed information about the plan, its providers,
and our costs, using our exclusive Modeled Premiums.

DETAILED COMPETITIVE INSIGHT.

Discover which brokers and carriers hold the business, what they receive in
commissions and fees, and the history of their relationships with the plan using
the most current, accurate plan info on the market.

BIGGER MARKET SHARE.

Reach new prospects with the contact names and emails for 90,000+ plan decision
makers on top of those found in the 5500. Impress potential clients with
detailed plan reports.




DATA THAT DRIVES YOUR BUSINESS FORWARD.





FIND IDEAL TARGETS – PLANS THAT LOOK LIKE YOUR BEST CLIENTS

Think about what your most profitable customers have in common (number of
participants, industry, area, voluntary benefits) and, find more plans just like
them, your ideal targets, using:

 * 134 different searchable fields: more than any other data provider, including
   the ability to do both OR and AND searches, Zip Code Radius Searches, Current
   Filings, Historical searches and more.
 * Company Brief function: which combines data from every plan and policy and
   rolls it up for a company-level overview. This provides an unmatched and
   comprehensive view of a plan sponsor’s benefits package.
 * Vendor payment history: See the last five years of payments by the carrier
   and modeled premium (health, life, dental, etc.) of your choice. The tool
   also allows for reports on broker and third party compensation.

Start your free trial





PRIORITIZE LEADS WITH THE MOST CURRENT AND COMPREHENSIVE DATA

Tailor your pitch to your lead’s individual situation, using:

 * Modeled Insurance Premiums – Exclusive to JDA: In consultation with the
   biggest insurers in the country, we developed a method for breaking Insurance
   contract policies apart, accurately determining how much a plan sponsor is
   spending on a multi-coverage insurance policy. We even applied it to the
   carriers and brokers themselves, so you can see how much each carrier
   collected for any of the primary types of insurance coverage.
 * Familiarize yourself with the plan’s long-term context: with filings dating
   as far back as 1999 and monthly updates from the Department of Labor, not
   even they can match the historical perspective we provide on each plan.







OUTSELL THE COMPETITION

 * Map-Based Results: Plot your results on a national or state level map to
   assess your own market share or uncover gaps in your competitor’s. Spot
   trends and opportunities that may otherwise be easy to miss.
 * Target your competitors’ clients: We have an exhaustive data cleansing
   process that results accurate search results when you look for plans that are
   serviced by competing brokers, carriers or other providers.
 * Carrier, Provider and Plan Type Timelines: Estimate the strength of a plan’s
   relationship with its carriers by looking at the length of their
   relationships, using graphical timeline of large plan historical data by plan
   Type, Carrier (Schedule A with broker detail) and Prover (schedule C).
 * Craft the perfect approach, so you can compete on fees, value, and service.





SCHEDULE MEETINGS WITH PLAN DECISION-MAKERS

Finding the right targets and crafting your pitch are important, but only if you
can reach the right people at the plan:

 * Unique Contacts: Full integration of LinkedIn profiles for plan decision
   makers and you get access to 90,000 unique contacts which are not found in
   the 5500, one of the most comprehensive intel on prospective clients.
 * We reach out to the plans directly to obtain the names, titles and email
   addresses of their plan decision makers (HR, benefits and CFOs) so you will
   know how to get in front of the leaders.

Start your free trial







IMPRESS PROSPECTS WITH YOUR GRASP OF THEIR NEEDS

 * Sponsor and Plan Level Data: Large companies often file more than one Form
   5500. In Group Insurance, those plans are tied together or aggregated across
   plans, eliminating false positives. Search by either the individual plans of
   a sponsor, or the sponsor’s entire set of plans achieving an accurate view of
   the full benefits package of a plan sponsor. Easily determine how much a
   sponsor spends with each service provider, carrier, or broker without
   manually breaking out and summing up each Schedule A or C from each 5500.
 * Download detailed reports or Excel sheets on each plan before you head into
   your client meetings so you have all of the key facts and figures on hand and
   professionally laid out.

 

 





FIND SELF-FUNDED PLANS IN 5 SIMPLE STEPS

 1. ACCESS the most current data available from the Department of Labor.
 2. REFINE your proposals based on what plans are currently paying in fees for
    services from other providers – this is especially helpful for TPAs and
    consultants.
 3. TAILOR your sales pitch with key plan facts, including plan size, funding
    arrangements, and lines of coverage.
 4. REACH new prospects with plan decision-makers’ names, titles and email
    addresses that aren’t available anywhere else, including LinkedIn
    integration. Impress your potential clients with detailed, ready to use plan
    reports.
 5. WIN new self-funded clients with superior understanding of their needs.

Discover all about our Self Funded data












SUPERIOR QUALITY. EXCLUSIVE DATA. ROBUST TOOLS.


BOOST YOUR TEAM WITH COMPREHENSIVE BENEFITS PLAN LEAD GENERATION AND ANALYSIS.

Judy Diamond Associates data powers the sales and marketing engines of 17 of the
top 20 group benefits carriers.

LEARN MORE
SEE OUR BROCHURE




TELL A COLLEAGUE ABOUT THE GROUP DIRECTORY

Let the other members of your team know about the lead generation and analysis
tools in the American Directory of Group Insurance.

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REQUEST A FREE TRIAL


FIND OUT IF THE AMERICAN DIRECTORY OF GROUP INSURANCE IS THE RIGHT SOLUTION FOR
YOUR TEAM’S LEAD GENERATION AND PLAN ANALYSIS NEEDS.

Each free trial includes access to data from the State of New Hampshire. To
request a different selection for your own trial, give us a call at
800-231-0669, option 1.

You should receive your username and password via email within a few minutes of
submitting this form. If not, give us a call at 800-231-0669, option 4 or email
support@judydiamond.com.

--------------------------------------------------------------------------------

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QUESTIONS?

Talk to one of our knowledgeable reps
Call 800-231-0669 option 1
or email sales.jda@alm.com

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PACKAGES & PRICING

Starting as low as $25 monthly

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ABOUT US

 * About Us
 * License
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 * Blog
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 * Site Map


PRODUCTS

 * Retirement Plan Prospector+
 * The American Directory of Group Insurance
 * EIN Finder
 * FreeERISA
 * Standard Directory of Third Party Administrators

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Judy Diamond Associates, Inc.
150 East 42nd Street
Mezzanine Level
New York, NY 10017


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or send us a message

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