Benefeature review for insurance agents: data, pricing and permitted use
Benefeature turns Form 5500 filings and carrier case data into employer, broker and carrier profiles for benefits brokers and carriers. It splits each group's premium by product and estimates which broker office wrote the plan.
Plan year dates come from filings. Pro costs $1,925 a seat each year, and Pro Plus adds HubSpot sync.
- Best for
- Benefits brokers and carriers who want premium and broker detail on each group and a HubSpot link
- Data type
- Form 5500 benefits data with modeled premium
- Renewal date
- Filed plan year dates from Form 5500
- Lines
- Group health, dental, vision, life, disability and retirement
- Price
- $1,925 a seat each year
- Delivery
- Excel export. HubSpot on Pro Plus and up
- Trial or sample
- Sample demo online. Trials only for some Enterprise buyers
Our take
Benefeature suits a broker or carrier that sizes up groups by premium and wants to see which competitor writes them. Modeled premium by product is its standout.
Dates are filed plan years, not predicted renewals. Employer contacts and HubSpot need Pro Plus at $10,000 a year, against $1,925 a seat for Pro.
Contracts renew for 12 months unless you give notice 60 days ahead.
Pros
- Premium split by benefit product
- Shows the broker office that likely wrote the plan
- Two-way HubSpot sync on Pro Plus
- Smart Lists that update as records match
- Broker pay broken out by fee type
Cons
- Pro leaves out employer contacts and CRM sync
- Yearly contracts with 60 days' notice to cancel
- Few phone numbers
- No open free trial
Data sources and dates
| Source | What it gives you | How often it updates |
|---|---|---|
| Form 5500 filings | Employer, plan, premium, carrier, broker and participants | Monthly. Filings trail the plan year by about seven months |
| AskGMS carrier data | Sold and in-force group cases behind the premium model | Sold cases quarterly, in-force yearly |
| Retirement plan data | Retirement plans shown with each employer | No schedule given |
| Broker and employer contact sources | Names, titles, business email and LinkedIn | No schedule given |
- Renewal date
- Plan year dates from the filing
- How it's built
- Filed. Premium by product and the broker office that wrote the plan are modeled
A plan year is not always the renewal. Benefeature shows the filed plan year and doesn't turn it into a predicted renewal date. Confirm the renewal month with the employer.
Coverage
- Lines
- Group health, dental, vision, life, disability, accident, critical illness, hospital and retirement
- Prospect type
- Employers, broker firms, agents and carriers. None asked for a quote
- States
- All states, by state, region or metro area
- Record count
- More than 719,000 employers
As of March 2026 it lists 13,000 broker firms, 723,000 licensed agents and 800 carriers. Profiles for about 535,000 employers under 100 lives can be partial.
Fields, filters and sample
Fields you get
- Agent details
- Broker firm and likely writing office
- Broker pay by fee type
- Business email
- Carrier
- Contact name, title and seniority
- Employer name, place, industry and size
- Filed total premium
- LinkedIn link when known
- Modeled premium by product
- Plan details and participation
Filters
- Broker
- Carrier
- Contact title and seniority
- Decision maker
- Employee count
- Industry
- Premium
- Product mix
- State, region or metro
Book a sample demo to see real records.
Freshness and accuracy
- Update schedule
- Form 5500 monthly. Carrier case data quarterly and yearly
- Accuracy the vendor claims
- Calls broker contacts verified, with no figure
Pricing, credits and exports
| Plan | Price | Billed | What you get | Users |
|---|---|---|---|---|
| ProA broker researching groups and competitors | $1,925 a seat | Yearly | Broker and agent contacts, retirement data, 200 rows per export | 1 per seat |
| Pro PlusA team that works leads in HubSpot | $10,000 | Yearly | Adds employer contacts, HubSpot, AI search and 2,000 rows per export | Up to 3 |
| EnterpriseCarriers and large brokerages | Quote only | Yearly | API, data extracts, custom territories and unlimited exports | Unlimited |
Prices as of October 2026, from the Benefeature pricing page. More Pro Plus seats cost $2,500 each a year.
Good to know before you buy
- Billing is yearly and paid in advance. Invoices are due within 14 days.
- API calls, AI reports and extra exports can be metered on top.
- Late bills carry 1.5% interest a month.
- Volume discounts exist but aren't posted.
Which plan has it
| Feature | Pro | Pro Plus | Enterprise |
|---|---|---|---|
| Users | 1 per seat | Up to 3 | Unlimited |
| Rows per export | 200 | 2,000 | Unlimited |
| Broker and agent contacts | |||
| Employer contacts | |||
| HubSpot sync | 12,000 syncs a year | Unlimited | |
| AI search and reports | |||
| API and data extracts | |||
| Custom territories |
Phone, email and Do Not Call
- Business email for employer contacts on Pro Plus and up
- Phone numbers
- Some search results show phones. The employer contact product doesn't include them
Having a phone number or email on a record is not consent to call, text or email that person.
Permitted use
- How you may use it
- Your own business
- How long
- While you subscribe
- Who can use it
- Your business. Consultants, partners and affiliates need written consent
- Resale
- Not allowed
- Other limits
- No building a rival product and no use in a lawsuit without approval
- After you cancel
- Stop using the service and Benefeature data
Delivery and connections
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| HubSpot | CRM | Both ways | Sends chosen records to HubSpot and pulls your contacts in to enrich them. Pro Plus and up |
| Excel export | File | Out | Downloads lists up to your plan's row limit |
| Benefeature API | API | Out | Custom feeds and extracts on Enterprise |
- Download formats
- Excel
- API
- Enterprise only. No public reference
Search, lists and alerts
- Search
- One search box across employers, brokers, agents, carriers and contacts
- Territories
- State, region or metro. Custom territory design on Enterprise
- Saved searches
- Smart Lists update as new records match and can be shared
- Alerts
- Notices when a HubSpot sync fails
Getting started
Book the sample demo
See real employer and broker records.
Pick a plan
Pro for research, Pro Plus for HubSpot and employer contacts.
Build Smart Lists
Save searches by area, premium, carrier or broker.
Send to HubSpot or export
Push chosen records or download a file.
Email support on weekdays during Eastern business hours. Enterprise adds dedicated onboarding.
Contract and refunds
- Term
- 12 months unless your order form says otherwise
- Renewal
- Renews for 12 months unless you give written notice 60 days before the end
- Price at renewal
- Can change with 60 days' notice
- Canceling
- Takes effect at the end of the term
- Refunds
- Prepaid fees aren't refunded when you cancel
- Your data when you leave
- Stop using the service and its data
- Terms
- Marketshare terms of service
From the Marketshare terms of service, checked in October 2026. An order form can change these terms.
Benefeature alternatives
- Judy DiamondFrom $300 a state each yearBuy only the states you work
- Benefit SignalsFrom $60 a monthFiled renewal dates with switch rankings, month to month
- BenefitFlowQuote onlySalesforce and HubSpot plus commercial lines
- Zywave miEdgeQuote onlyBenefits and commercial data with Salesforce delivery
See every option in insurance data providers.
Frequently asked questions
How much does Benefeature cost?
Pro is $1,925 a seat each year. Pro Plus is $10,000 a year for up to three seats, and Enterprise is quoted.
Are Benefeature renewal dates filed or estimated?
The plan year dates are filed on Form 5500. Premium by product is modeled.
Does Benefeature connect to my CRM?
Pro Plus and Enterprise sync with HubSpot. Enterprise also offers an API.
How do I cancel Benefeature?
Give written notice at least 60 days before your 12-month term ends. Prepaid fees aren't refunded.
Can I keep Benefeature data after I cancel?
No. The terms say to stop using the service and its data when you leave.
How we researched this review. We based this review on the pricing, terms and product pages published by Benefeature, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Benefeature quit selling or a contract term that reads different now, let us know and send the link to the page where Benefeature has it. Somebody here pulls up that page and checks it before we change anything on ours.