Zywave
Give brokers a reason to call
Brokers spend hours digging through public filings to decide which prospects are worth calling and why. Turn those filings into useful prospect intelligence.
THE REWARD
$200
READ THE BRIEF: Zywave
WHAT TO BUILD
- You can scrape public Form 5500 and Schedule A filings for a set of employers.
- For each employer, you could build a one-page report with its likely renewal timing, a reason to call now, and one coverage gap versus similar companies.
- The report could also include anything else you think a broker should know.
STRETCH GOAL
Put the reports on a dashboard that makes decision-making and prospect engagement easy.
GOOD TO KNOW
Public Form 5500 and Schedule A filings are a suggested starting point.
FROM THE SPONSOR
David Merk · Zywave