Overview

Plan Highlights

Includes:

• Plan Effective date
• Plan End date
• Participants
• Commission paid
• Total Premium (sum of all policy premiums)

Insights

Health Plan insights is new as of Q4 2026. Modeled premium, plan economics and more importantly, the prospects purchasing history are displayed in a concise view. 

Up to 7 red flags available for display and search for things like frequent changing, ‘high’ commission, loss ratio or long-tenure (lack of change). 

Benchmarking

enchmarking compares the plan to similar employers (industry, state, size). You can also benchmark it against one of your own saved searches using the drop down box in the upper right. Benchmarking is a percentile representation of the most relevant factors to the plan - Per Employee Per Month (PEPM) medical cost, commission, loss ratio and covered lives. 

Insurance Plan Data

Carrier and Broker info is found on the left, followed by covered participants, premium and commission/fees. The premium includes a Cost per Participant calculation (premium divided by number of participants) for an easy cost illustration. 

Plans are ordered by premium, typically placing the primary Health coverage at the top. PPOs and HMOs are indicated via badges.

Hovering over the icons will bring up a tooltip with the name of the coverage, which includes:

• Health
• Dental
• Vision
• Life
• Short-term Disability
• Long-term Disability
• Supplemental Unemployment
• Perscription drug plan
• Stop-Loss

Experience Rated Plans

Experience Rated plans are indicated with a badge. If Exp rated, additional information including Retention and claims paid are available. The loss ratio is also provided (Claims divided by Premium).

You can view prior terms, or other plans for these larger organizations, with the drop down list

The number of current filings is displayed on the left

Providers

Includes provider information, services provided, relation (if any) and total compensation. Services include things like Claims processing, Recordkeeping, Consulting, etc.