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Prospecting Products Case Studies

miEdge helps a broker agency win a new account worth $100k!

The Insurance industry seems to be under the constant pressure of change.  Changes in regulations, costs and services have impacted how a Broker Agency will keep their current clients and find new ones.

Transitioning from small groups to larger or vice versa is a common topic of conversation for employee benefit producers. Acquisition of new clients was previously accomplished through word of mouth referrals, but rising costs and fewer choices have created an environment that is sensitive to price and welcoming to competitive bids and services.

We recently had the opportunity to meet a long-time miEdge customer at the Workplace Renaissance in Florida, Dan Thompson, Healthcare Consultant and Advisor/Partner, Gulfshore Insurance.

Dan has worked with business owners for 18 years and he began his career in the payroll industry. After Graduate School, he transitioned to pharmaceutical sales and then back to payroll sales before he fell into insurance. Dan told us, “It was by accident, but I love what I do.  Helping the C Suite change healthcare from an expense to an asset.”

We asked Dan how he used to find new business and he told us from client referrals and by cold calling employers he researched on Google. When Gulfshore Insurance transitioned to targeting employers with 100 to 10,000+ employees, he realized he needed a better way to identify these prospects more effectively. The greatest challenges of finding the best in new opportunities was finding how many covered lives are in a company and who and how to contact the decision maker.

Dan learned about miEdge prospecting solutions from Nelson Griswold, Founder Ascend/Mastermind. He contacted miEdge and evaluated our Health & Welfare prospecting solution. We scheduled a brief, one-on-one web overview. Dan moved forward with a miEdge subscription and was successfully finding the right opportunities in less than five minutes.

Dan told us about his return on investment with miEdge, “I recently took a client from a larger house that was 200 lives. I could identify that the broker was charging an obnoxious percent of premium as commission. I met with the CEO who didn’t realize they were not getting value for the commissions they were paying.  As a result, I provided more value and hence, won the account. If it weren’t for miEdge, I would not have known this information.  The account was just about $100k in revenue to our agency annually.”

Dan shared with us how surprised he was at how easy miEdge is to use. “I would describe the user interface as easy to use the data quality is accurate. I have already referred a colleague to use miEdge.”

To learn more about miEdge contact This email address is being protected from spambots. You need JavaScript enabled to view it., 603-482-6235.

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Customers Who Have the Edge...
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miEdge is the first tool we have found that can provide us real time 5500 data intelligence. The data is up to date and accurate so we feel confident using its dynamic search feature to find companies that may be out of compliance. As a UBA member firm, our partnership with miEdge is invaluable.
Trygve Halverson
Vice President, Granite Group Benefits
Customers Who Have the Edge...
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miEdge has been a life saver on time and energy to identify the right prospects in our area! It's up to date technology and sorting features makes it easy to track, identify, and develop the proper marketing strategy to land new business. We would highly recommend this system to all.
Bryan G. Yates
Business Serv & Dev Advisor, The Bagnall Company
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We have used FreeERISA, Judy Diamond and many others, but nothing compares to the user-friendly miEdge system. Their 5500 information is very accurate and updated regularly. We've found this gives us a distinct advantage when meeting with a prospect to discuss fees and whether they are in compliance. If you're considering purchasing a prospecting database, I would highly recommend you contact the miEdge team for an overview.
Tim Elkin
Regional Territory Executive, Vitals-SmartShopper
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Landmark Benefits has been using miEdge for a couple years and have found the product to be instrumental in our dramatic growth during this time.
Thomas M. Harte
President, Landmark Benefits, Inc.
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miEdge has allowed DeWitt Stern to focus its energy on the market segment that fits our service model. miEdge is not just a user friendly competitive data base, but a resource which enables us to create comprehensive client specific intelligence used in peer benchmarking. Our client and prospects appreciate the fact that we have taken the time to understand them before we meet. miEdge made the public 5500 data always available, usable in a dynamic, but accurate format. We look forward to growing with you.
Edmund J. White
Managing Director, DeWitt Stern Group Planning Services, LLC.
Customers Who Have the Edge...
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miEdge has been a game changer for prospecting! Easy to use, tons of search parameters, easily extractable data and great customer service. I can’t imagine doing without it! Thanks miEdge!

Michael Rider
Employee Benefits Insurance Agent, AssuredPartners NL
Customers Who Have the Edge...
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miEdge has been the most effective prospecting software I have ever used. I literally feel like I'm cheating every time I log in.
Anthony R. Cabana
Vice President-Benefits, Cross Insurance
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