Revenue operations, built by a broker for brokers

What if your whole book
ran from one login?

Built by a working broker. Know every employer's renewal date, reach the decision maker before the incumbent does, and run the whole book from one login.

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Live demo

This is the actual platform

Click any tab. It is the same build your brokerage would run on, not a slideshow.

Powering growth for industry leaders

Oracle NetSuite Hawke Media SigFig Pacvue Firmatek Coredadi AbilityMap Brikl Exaltaret Pace University
The problem

Your book lives in seven tools that do not know each other

One employer group. Seven places it lives. Two renewal dates on file, and they do not match.

5500 data$199/mo
Summit Auto Group240 lives · fully insuredrenewal: 12/1
Agency CRMstale
Summit Auto GroupDana Whitfield, HR Directorrenewal: 1/1
LinkedIn tool$79/mo
Dana WhitfieldConnected · no replyfollow-up: none scheduled
Email sender$47/mo
d.whitfield@summitauto.combounced · new HR director
Browser30 tabs
carrier portalSummit | 5500census_2025.xlsx+27
Doc tool$29/mo
Summit proposal v3.docxquotes last year's carrier
renewals_v7.xlsxlocal file
SummitDana?12/1???
7tools
4bills
2renewal dates on file
  • Renewals sneak upThe date lives in one tool, the reminder in another, and the reminder never fires.
  • The incumbent gets there firstBy the time you find the new HR director, the renewal meeting already happened.
  • The book stays behindDrop a tool or lose a login and the relationships you built go with it.

The book you built stays behind the day you or the tool moves on.

One revenue operation

Every stage, one system

Employer lists, outreach, replies, pipeline through renewal, and proposals stop being separate tools with separate bills. They run as one system, on one record, for the whole book.

AI Engine
Pipeline Deal Tracking
LinkedIn Connect + Engage
Unibox AI Replies
Cold Email Smart Sequences
Enrichment Waterfall Data
Content Personalized Assets
Day 1
Day 2
Day 3
Day 5
Day 7
Day 10
How it works

From Form 5500 to signed BOR

1
Step one

Build the employer list

BenefitsIQ pulls employers straight from Form 5500 filings, by size, funding type, carrier, and renewal month. The enrichment waterfall fills in the HR and finance decision makers with verified work emails.

BenefitsIQ · 5500 employers, renewing Q1
MB
Marcus Bell
HR Director · Crestline Motors
PN
Priya Nair
People Ops · Riverside Auto Group
DW
Dana Whitfield
d.whitfield@summitauto.com
✓ verified
2
Step two

AI writes and sends

Personalized LinkedIn and email sequences go out on your ICP, warmed up so they land in the inbox instead of spam.

Ezra · drafting
To Dana Whitfield, VP of Human Resources at Summit Auto Group
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. A level-funded plan caps the downside and refunds what your team does not spend
LinkedIn + Email · warmed upSend
3
Step three

You run the deal through renewal

Replies route into one inbox and Ezra drafts your responses. The meeting lands on your connected Calendly, the group moves through your pipeline, and the proposal and BOR go out for e-sign from the same login.

Unibox · 1 new reply
Yes, let's talk. Are you free Thursday afternoon?
Booked · Thu 2:00 PM · Pipeline: Discovery
Proof

Real teams. Real numbers.

$250K+
closed in year one
Hawke Media
3 → 10
meetings a week per rep
Oracle NetSuite
112%
higher meeting-set rate
Exaltaret
12x
ROI in 6 months
Coredadi
What you replace

One platform replaces your whole stack

Every plan runs the same revenue operation, including the 5500 data most brokers pay for separately. Bought on their own, the tools below run into the thousands a month at published rates. Tick the ones you already pay for.

Published starting rates for one user, billed monthly (Sept 2026). Command Center starts at $97/mo.

Trustpilot reviews

Don't take our word for it

Real results from real clients, rated 4.7 out of 5 on Trustpilot.

Excellent 4.7 out of 5 Trustpilot
Pricing

Choose your level

Same revenue operation underneath. The difference is how much of it we run for you.

Scale
$997/mo

Done with you, plus your LinkedIn presence handled.

  • Everything in Launch, including your virtual VA
  • A LinkedIn content strategy curated for you or your firm
  • Up to 8 curated LinkedIn posts a month, written and scheduled
  • Form 5500 employer data included
Get started
Recommended
Launch
$597/mo

Done with you. A virtual VA runs the day-to-day inside your account.

  • Your virtual VA builds every employer campaign
  • Writes the copy and manages the replies
  • Coordinates meetings straight onto your calendar
  • Form 5500 employer data included
Get started
Spark
$97/mo

The full revenue operation, self-driven. You run it.

  • You run it on your own
  • Starter employer campaign template
  • Onboarding wizard, first campaign live in week one
  • Form 5500 employer data included
Get started
Just want the platform on your own? See the Spark plan in detail
Questions

Straight answers

What is the difference between the plans?
Spark ($97/mo) is the full revenue operation and a starter campaign, self-driven. Launch ($597/mo) is done with you: a virtual VA handles campaign creation, copywriting, reply management, and coordinates meetings right on your calendar. Scale ($997/mo) includes everything in Launch plus a LinkedIn content strategy curated for you or your firm, with up to 8 curated posts a month. Every level runs the same platform: 5500 prospecting, enrichment, LinkedIn and email, one inbox, pipeline, and documents with e-sign.
Will the $97 Spark price go up?
Not for you. Spark's $97/mo is a limited-time lifetime rate. Start now and it stays locked for as long as you keep your account, even when the standard price returns to $295 and climbs from there. New accounts after this window pay full price.
What about SMS or phone calls?
Command Center is built for employer-facing revenue operations, not SMS blasts. Outreach runs on LinkedIn and email, replies land in one inbox, and it connects to your Calendly so booked meetings land on your calendar.
Does this replace my 5500 data subscription?
Yes. BenefitsIQ is built on Form 5500 filings, so employer prospecting by size, funding type, carrier, and renewal month is part of every plan. Most brokers cancel MiEdge, Mployer Advisor, or Judy Diamond in the first month.
Can I cancel anytime?
Yes. Month to month, no contract.

Pick the level that fits, start this week

Most brokers start with Launch. If you would rather run the operation yourself, Spark is $97 a month.

See your plans
Plans from $97/mo See plans