Workflow · Employee Health & Benefits
Prospect Benefits Analysis
Prepares a producer for a prospect meeting: builds an employer profile from your documents and notes plus public Form 5500 filings and web research, evaluates the current benefits program where data exists, and turns it into evidence-backed opportunities, discovery questions, and a sales narrative.
What goes in
The prospect's name and whatever exists — company details, employee counts, known plans and carriers, rates and contributions, renewal date, Form 5500 extracts or prior research, prospect-stage documents, and the producer's notes and the client's stated priorities. No input is required beyond the company: the workflow researches public sources and degrades gracefully when data is missing.
What you get
A Prospect Benefits Brief as a Word document: the employer and workforce profile, the current benefits program overview (or an employer and workforce diagnostic when no plan data exists), information gaps and assumptions with flagged discrepancies, three to five prioritized opportunities each with the observed signal, why it matters, the hypothesis to validate, the discovery question, and the next action, plus consolidated discovery questions, a suggested sales narrative, and recommended next actions.
How it works
- 1Identify the prospect: confirm the company, workforce, what's known about the current program, and your notes and priorities — it proceeds with whatever is available.
- 2Research: your uploads are combined with web research and the prospect's public Form 5500 filings — carriers, participant counts, premium volumes.
- 3Analyze: the employer profile and current program are evaluated, and discrepancies between sources are flagged.
- 4Prioritize: the three to five strongest opportunities are ranked, each with the evidence behind it, a discovery question, and the next action.
- 5Deliver: a Prospect Benefits Brief as a Word/PDF document — profile, opportunities, discovery questions, and a suggested sales narrative — ready for the meeting.
Related pages
What this workflow delivers
A Prospect Benefits Brief as a Word document: the employer and workforce profile, the current benefits program overview (or an employer and workforce diagnostic when no plan data exists), information gaps and assumptions with flagged discrepancies, three to five prioritized opportunities each with the observed signal, why it matters, the hypothesis to validate, the discovery question, and the next action, plus consolidated discovery questions, a suggested sales narrative, and recommended next actions.
3+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off