Every producer runs their own stack, so the agency never sees the whole picture. Command Center puts Form 5500 employer data, LinkedIn and email outreach, replies, pipeline through renewal, and proposals with e-sign on one record that belongs to the agency.
One employer group. Seven places it lives. Two renewal dates on file, and they do not match.
The date sits in the 5500 tool, the reminder sits in a spreadsheet, and the reminder never fires. The incumbent gets to the meeting first.
Principals ask what is in the pipeline and get seven exports that disagree. There is no single answer because there is no single record.
Relationships, sequences, and history live in a login the agency does not own. When a producer leaves, the work leaves with them.
Employer lists, outreach, replies, pipeline, and proposals stop being separate tools with separate bills. They run as one system, on one record, for every producer in the firm. The agency owns the record. Producers work inside it.
Employer prospecting straight from Form 5500 filings, filtered by size, funding type, carrier, and renewal month.
A waterfall that fills in HR and finance decision makers with verified work emails, instead of one vendor's coverage.
Personalized sequences on both channels, warmed up so they land in the inbox.
Replies from both channels land in one inbox, where Ezra drafts responses for the producer to approve.
The group moves from first touch through renewal on the same record the outreach created.
Proposals and broker of record letters go out for e-sign from the same login.
BenefitsIQ pulls employers straight from Form 5500 filings by size, funding type, carrier, and renewal month. Enrichment fills in the decision makers.
Personalized LinkedIn and email sequences go out on the agency's ICP, on infrastructure that is warmed up rather than borrowed.
Most companies your size are still fully insured, so every renewal increase comes straight out of your budget and you never see the claims data.
Replies route into one inbox, meetings land on the producer's connected scheduler, the group moves through pipeline, and the proposal and BOR go out for e-sign.
Yes, let's talk. Are you free Thursday afternoon?
Agencies that deliver revenue operations on behalf of their own clients can run Command Center white labeled: a rebranded workspace with per-client separation, so your clients see your brand rather than ours. Partner licenses are $67 per seat with a ten seat minimum, a wholesale rate you mark up and keep the spread on.
Yes. BenefitsIQ is built directly on Form 5500 filings, so employer prospecting by size, funding type, carrier, and renewal month is part of the platform rather than a separate bill. Agencies typically cancel MiEdge, Mployer Advisor, or Judy Diamond once their producers are working out of Command Center.
Separate logins mean the agency never sees the book. Command Center puts every producer on one record, so employer data, outreach, replies, pipeline, and proposals stay with the agency when a producer changes seats. Principals get one view of the whole book instead of seven exports.
Yes. Agency partners run a rebranded workspace with per-client separation, so your clients see your brand rather than ours. Partner licenses are 67 dollars per seat with a ten seat minimum, which is a wholesale rate you mark up and keep the spread on.
LinkedIn and email. Replies from both land in one inbox where Ezra drafts responses for your producers to approve. Command Center is built for employer-facing revenue operations, so it does not run SMS blasts or outbound dialing.
An onboarding wizard walks each producer through their first employer campaign, and teams generally have a campaign sending in week one. Agencies that want the day to day handled can add a virtual operator who builds the campaigns, writes the copy, and manages replies inside the account.
It is your book. Employer records, contacts, sequences, pipeline history, and documents export out of the platform, and billing is month to month with no contract.
Bring a renewal month and a target employer size. We will show you the employer list the platform builds from Form 5500 data and what the first sequence would say.