- success@plantrust.com
- (800) 918-7305
- 619 Lake Ave, 3rd Fl (Cowerks) Asbury Park, NJ 07712
Boost Your Sales By Identifying Top Performing Brokers in Minutes
Leverage 15+ years of Form 5500 data to pinpoint high-performing brokers, track market trends, and outperform your competition. Start free—no credit card required.
Access Key Insights in Under 2 Minutes
PlanTrust Market Intelligence leverages 15 years of Form 5500 data, enriched with information from multiple sources, to provide employee benefit carriers and vendors with comprehensive insights. Our tool helps you identify top-performing brokers, track market trends, and make data-driven decisions to grow your business. By combining and analyzing data from various industry sources, we offer a unique, 360-degree view of the market landscape.
Empowering Industry Leaders with Actionable Insights
PlanTrust serves key players in the employee benefits industry, providing tailored solutions to drive growth and efficiency.
Employee Benefit Carriers
Insurance companies offering health, life, disability, dental, and vision products.
Identify top-performing brokers, optimize partnerships, and streamline your sales process.
Employee Benefit Vendors
Third-party administrators, benefits technology platforms,
wellness programs, and more.
Spot market trends, refine your product offerings, and connect
with the right brokers to expand your reach.
Key Features
Why Choose PlanTrust
Strategic Decision-Making
Make informed decisions with data-backed insights.
Competitive Advantage
Stay ahead by anticipating market movements.
Efficiency Gains
Focus on strategy execution, not data gathering.
Seamless Integration
Integrate with your existing CRM and sales tools.
Transforming Insights into Action
Optimizing Broker Partnerships
Identify high-performing brokers in your target regions to maximize outreach.
Product
Development
Spot trends in benefit offerings to innovate and stay relevant.
Market
Expansion
Use regional performance data to strategically enter new markets.
Ready to Transform Your Strategy?
Don’t waste time on guesswork—PlanTrust ensures data accuracy and relevancy, guaranteed. Sign up now to unlock the full potential of PlanTrust Market Intelligence.
Unlock unparalleled insights into broker performance and market
trends in the employee benefits industry.
Leverage our cutting-edge AI and data visualization tools to identify market opportunities and optimize your sales strategy.
Quick links
Connect Us
- success@plantrust.com
- (800) 918-7305
- 619 Lake Ave, 3rd Fl (Cowerks) Asbury Park, NJ 07712
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