One state or national. Monthly. No lock-in.
The Form 5500 data is public and free to search. You pay for the renewal calendar, unlocked books, and export, either for the one state you work or for all fifty. It is month to month, with no annual contract.
- Unlimited Form 5500 search
- Every employer, broker & carrier page
- Broker of record, carrier, renewal date
- Watch up to 5 employers and get an email when they file or come up for renewal
- No card, and signing in is free
No card. Open 10 employer, broker and carrier pages a day, or 50 a day once you sign in free.
- Everything free, plus — for the one state you pick:
- Renewal calendar and prospect finder
- Filter by renewal month, carrier, premium, commission & size
- Unlocked broker & carrier books in your state
- Saved searches with renewal alerts
- Watch up to 1,000 employers
- CSV export and list matching
- 5,000 records a month in your state
- Upgrade to national any time, prorated
Renews monthly until canceled; cancel anytime in your billing portal. No account yet? Your email is your sign-in.
- Everything free, plus, nationwide:
- National renewal calendar
- Renewal prospect finder
- Filter by renewal month, carrier, premium, commission, size & state
- Unlocked broker & carrier books with premiums & commissions
- Saved searches with renewal alerts
- Watch up to 1,000 employers
- CSV export and list matching
- 25,000 records a month
- Month-to-month — cancel anytime
Renews monthly until canceled; cancel anytime in your billing portal. No account yet? Your email is your sign-in.
A record is one employer plan you take away, and your plan counts each one once a month. Downloading a record and matching it from your own list draw on the same number, and taking the same record again in the same month is free.
Have a list already, or need every plan?
$99 for 5,000 · $399 for 25,000
Paste or upload the companies you already have, on the website or in Claude, and get back each one’s plan, renewal month, carriers, broker of record and premium. Each plan we find uses one record, and records you buy never expire.
Match a listor $3,999 a year
Every plan we hold as one file each week, with a second file of what changed. We email you when each week’s file is ready, and you download it from your account. It is for use inside your own business.
About the Data FeedYour plan also works in Claude and ChatGPT. How to connect
Single State covers any of the 51 states and territories we hold filings for. You choose it at checkout, and every paid page then shows that state. Need two states? The national plan is the better deal.
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