Judy Diamond Associates is a data provider for the retirement and employee benefits industry. Its core business is turning Department of Labor Form 5500 filings, EIN records, and employer data into searchable directories, such as the American Directory of Group Insurance and the Small Group Market Database, that benefits consultants and insurance professionals use to find and qualify employer groups.
The core difference from grobot is scope. Judy Diamond sells access to structured government filing data as standalone products and an API. grobot Command Center is a broader revenue platform where benefits-focused prospecting data (BenefitsIQ) sits alongside outreach automation, a unified inbox, a deal pipeline, and e-signature, so a broker can go from finding a plan to closing it in one system.
Quick comparison
| grobot Command Center | Judy Diamond Associates | |
|---|---|---|
| Best for | Benefits agencies wanting prospecting data plus outreach and pipeline in one platform | Brokers and consultants who need standalone Form 5500 and group insurance data |
| Benefits prospecting data | BenefitsIQ: employers pulled from Form 5500 filings by size, funding type, carrier, and renewal month, with an enrichment waterfall for HR and finance contacts | American Directory of Group Insurance, Small Group Market Database, Form 5500/EIN data via API |
| LinkedIn outreach | floStudio: AI-built multi-channel LinkedIn and email sequences | Not listed on its site |
| Email outreach | floStudio multi-channel sequences | Not listed on its site |
| Unified inbox | Unibox: unified LinkedIn and email inbox with AI reply suggestions | Not listed on its site |
| Deal pipeline | Included | Not listed on its site |
| E-signature | Documents with e-signature | Not listed on its site |
| White-label agency workspaces | Master Agency > agencies > clients | Not listed on its site |
| AI assistant | Ezra, in-app | Not listed on its site |
| Starting price | $97/month (Spark plan), a limited-time rate; standard price $295/month | Products start as low as $25 to $75 a month depending on the database, per its order page (as of September 2026) |
Judy Diamond Associates details are from its public website as of September 2026.
Where Judy Diamond Associates is strong
- Deep, purpose-built datasets drawn from Form 5500 filings, covering both retirement (401(k)/403(b)) and group insurance markets, going back multiple filing years.
- Several distinct products (Retirement Plan Prospector+, American Directory of Group Insurance, Small Group Market Database, EIN Finder, Standard Directory of TPAs) let a buyer pay only for the slice of data they need.
- A Data-as-a-Service API for teams that want to pull 5500 and EIN data directly into their own systems rather than working inside a vendor's interface.
- Entry-level pricing on individual products is low, which suits a solo broker or small shop testing a specific data set.
- A free product, FreeERISA, gives no-cost access to basic Form 5500 plan data for brokers who just want to start looking up plans.
Where grobot is different
- BenefitsIQ delivers benefits-specific prospecting intelligence for employee benefits and group health agencies as part of a single platform rather than a standalone data subscription. It pulls employers straight from Form 5500 filings by size, funding type, carrier, and renewal month, then fills in the HR and finance decision makers with verified work emails.
- floStudio and Unibox mean prospecting data can flow directly into multi-channel LinkedIn and email sequences and a shared inbox, instead of exporting a list and building outreach separately.
- A deal pipeline and documents with e-signature carry a prospect through to a closed deal inside the same system that surfaced the lead.
- Master Agency white-label workspaces let agencies serving multiple benefits clients manage them under one account, which a data-only directory product does not address.
Which should you choose?
Choose Judy Diamond Associates if you already have an outreach and CRM stack and just need reliable, itemized Form 5500 and group insurance data, or you want an API feed of that data into your own tools.
Choose grobot if you want benefits prospecting data connected to the outreach, inbox, pipeline, and e-signature steps that follow it, especially if you run or serve multiple agency accounts.
See it on your own pipeline
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Book a strategy callFrequently asked questions
Is grobot a Judy Diamond Associates alternative?
Not a direct one for data depth. Judy Diamond specializes in Form 5500 and group insurance directories as dedicated products. grobot includes benefits-focused prospecting data (BenefitsIQ) as one part of a wider platform that also handles outreach, inbox, pipeline, and e-signature. Brokers who want data plus a full workflow in one place would look at grobot; brokers who want the deepest standalone filings data would look at Judy Diamond.
How is Judy Diamond Associates priced?
Pricing is per product rather than one platform fee. Its order page lists the Retirement Plan Prospector+ starting as low as $75 a month, the American Directory of Group Insurance starting as low as $25 a month, the Small Group Market Database starting as low as $69 a month, EIN Finder packages starting at $149 a month, and the Standard Directory of Third Party Administrators at $695 a year (as of September 2026). A free trial is offered but its terms are not detailed on the pricing page.
Does Judy Diamond Associates include outreach or a CRM?
No. Based on its public product pages, Judy Diamond focuses on data and directories, not on sending sequences, managing a unified inbox, or tracking deals through a pipeline. Brokers typically pair it with a separate CRM or outreach tool.
Can I use grobot's benefits data without the rest of the platform?
grobot is built as one platform rather than a set of standalone products, so BenefitsIQ is used alongside grobot's other tools rather than sold separately. Pricing starts at $97/month for the Spark plan, a limited-time rate against a standard price of $295/month, and BenefitsIQ is included at every level.