Judy Diamond Group Insurance Directory review for insurance agents: data, pricing and permitted use
Judy Diamond turns Form 5500 filings into a searchable directory of employer group plans, with the carrier, broker, premium and decision makers for each. Benefits brokers use it to find groups and time their outreach.
Renewal timing comes from filed plan year and policy dates. Access is sold by state, from $300 to $780 a year.
- Best for
- Benefits brokers prospecting employer groups by renewal month in a few states
- Data type
- Form 5500 group benefits data with decision makers
- Renewal date
- Filed plan year and policy dates from Form 5500
- Lines
- Group health, life, dental, vision, disability and long-term care
- Price
- $300 to $780 a state each year
- Delivery
- Excel or CSV, with a Salesforce-ready layout. API sold separately
- Trial or sample
- Free trial on New Hampshire data for insurance and benefits professionals
Our take
Judy Diamond suits a benefits broker who works a few states and wants each group's carrier, broker, premium and HR contact in one place. Modeled premiums split a carrier's total by line, which helps you size an account.
Dates come straight from filings, but a filing can go public months after the plan renews. Use the data to plan next year's renewal, not this month's.
The license lasts one year and bars loading the data into another database without consent.
Pros
- Filed plan year and policy dates
- HR, benefits and finance contacts refreshed monthly
- Modeled premium by benefit line
- Filing history back to 1999
- Low yearly price per state
Cons
- Filings can go public months after renewal
- One-year license with no outside sharing
- Few phone numbers for decision makers
- No built-in CRM sync, only export files
- Each export tops out at a set size
Data sources and dates
| Source | What it gives you | How often it updates |
|---|---|---|
| Form 5500 filings | Plan sponsor, plan, participants and filing details | Added monthly. A filing can go public up to 10 months after renewal |
| Schedule A | Carrier, covered lives, premiums, benefit codes and policy period | Yearly, with the filing |
| Schedule C | Service providers and their pay | Yearly, with the filing |
| Calls and emails to employers | HR, benefits and finance contacts with titles and email | Monthly |
| Judy Diamond modeling | Cleaned carrier and broker names and premium split by line | With each filing load |
- Renewal date
- Filed plan year and Schedule A policy period
- How it's built
- Taken straight from the filing. No model predicts a future date
A filed date can still be early or late. The Schedule A period usually matches the plan year, but some policies end midyear. Confirm the renewal with the employer before you count on it.
Coverage
- Lines
- Group health, stop loss, life, dental, vision, short and long-term disability, accident, hospital, cancer, EAP, travel, drugs and long-term care
- Prospect type
- Employers and unions that file Form 5500, plus self-funded plans in a separate edition
- States
- All states. You buy access one state at a time
Fields, filters and sample
Fields you get
- Benefit codes
- Broker or agent
- Carrier
- Employer and plan sponsor
- HR, benefits and finance contacts with email
- Modeled premium by line
- Participants and covered lives
- Plan and policy details
- Plan year and policy dates
- Premiums and commissions
- Service providers
Filters
- Benefit line
- Broker
- Carrier
- Combined search rules (Boolean)
- Current or past filings
- Number of participants
- Plan type
- Provider
- State and area
- ZIP code radius
Freshness and accuracy
- Update schedule
- New filings and decision maker contacts monthly. History back to 1999
- Accuracy the vendor claims
- Modeled premiums within 10% of carrier premiums for the main lines
- How it was measured
- A 2019 Judy Diamond article. No sample size or test period
Pricing, credits and exports
| Plan | Price | Billed | What you get | Users |
|---|---|---|---|---|
| GIProspecting groups in your state | $300 to $780 a state | Yearly | Search, plan and employer reports and exports | Up to 2 |
| GI PlusTracking market share | $450 to $1,170 a state | Yearly | Adds broker and carrier market share | Up to 2 |
Prices as of October 2026, from the Judy Diamond store. States are priced in three bands, so a large state costs the most.
Good to know before you buy
- GI is $300 a year in 25 states, $540 in 16 and $780 in 9.
- GI Plus is $450 a year in 24 states, $810 in 16 and $1,170 in 10.
- More than two users, or sharing leads across a team, is quoted separately.
- The API is a separate product with its own price.
Which plan has it
| Feature | GI | GI Plus |
|---|---|---|
| Search and filters | ||
| Employer and plan reports | ||
| Exports | ||
| Broker and carrier market share | ||
| Users | Up to 2 | Up to 2 |
Phone, email and Do Not Call
- HR directors, benefits directors and CFOs, refreshed monthly
- Phone numbers
- Broker phones only. Decision maker phone coverage isn't published
Remember that a phone or email field is not consent to call, text or email.
Permitted use
- How you may use it
- View, print and copy what you bought for your own work
- How long
- Up to one year from purchase
- Who can use it
- Employees who need it. Nothing leaves your organization
- Resale
- Not without written consent
- Storing it
- Loading it into another database needs written consent
Delivery and connections
| Connects to | Type | Direction | What it does |
|---|---|---|---|
| Salesforce | File upload | Out | A ready export layout for Salesforce import |
| Other CRMs | File upload | Out | A custom layout you set up once |
| Data as a Service API | API | Out | Form 5500, schedule and Judy Diamond data by REST, sold separately |
- Download formats
- Excel and CSV
- Export size
- Up to 10,000 records at a time
Search, lists and alerts
- Search
- More than 400 fields, with Boolean rules to combine them
- Territories
- ZIP code radius and state or national maps
- Saved layouts
- Save your own export layouts
- Account research
- Company Brief joins related plans, with carrier and provider history
Getting started
Ask for the trial
Open to insurance and benefits professionals. It runs on New Hampshire data unless you ask for another state.
Join a training
Free weekly sessions cover search, exports and modeled premiums.
Buy your states
Pick GI or GI Plus for each state you work.
Export to your CRM
Use the Salesforce layout or build your own.
Support by phone and email on weekdays, Eastern time.
Contract and refunds
- Term
- Each state is a yearly purchase
- License
- Use what you bought for up to one year
- Terms
- Judy Diamond product license and Arc terms
From the Judy Diamond product license, checked in October 2026. Terms from Arc, the network Judy Diamond belongs to, win over anything else published about an order.
Judy Diamond Group Insurance Directory alternatives
- Benefit SignalsFrom $60 a monthNationwide Form 5500 data month to month
- Benefeature$1,925 a seat each yearForm 5500 search with CRM sync
- BenefitFlowQuote onlyBenefits and commercial data with CRM connections
- Zywave miEdgeQuote onlyBenefits and commercial lines in one tool
See every option in insurance data providers.
Frequently asked questions
How much does Judy Diamond cost?
GI costs $300 to $780 a state each year and GI Plus costs $450 to $1,170. The price depends on the state.
Are Judy Diamond renewal dates filed or estimated?
Filed. They come from the plan year and Schedule A policy period on Form 5500, and some policies end midyear.
How long can I use Judy Diamond data?
Up to one year from purchase, inside your own organization.
Does Judy Diamond connect to Salesforce?
It exports a file laid out for Salesforce import. There is no live sync.
Is there a Judy Diamond free trial?
Yes, for insurance and benefits professionals. It uses New Hampshire data unless you ask for another state.
How we researched this review. We based this review on the pricing, terms and product pages published by Judy Diamond Group Insurance Directory, 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 Judy Diamond Group Insurance Directory quit selling or a contract term that reads different now, let us know and send the link to the page where Judy Diamond Group Insurance Directory has it. Somebody here pulls up that page and checks it before we change anything on ours.