ShiftShapers Podcast-Ep #46: Using Retirement Plan Data To Target Benefits Prospects – With Mark Smith
LISTEN TO PODCAST-Ep #46:
Today on The ShiftShapers Podcast, the founder and CEO of MiEdge™, Mark Smith, returns to the show to continue our conversation about Big Data. In this episode, Mark focuses on the use of retirement plan data to create opportunities and deliver value to prospects and clients.
Mark describes new ways that benefit advisors can easily visualize potential prospect relationships from massive amounts of publicly-available data. We also discuss how you can interface your data findings with LinkedIn to help create offensive and defensive strategies that deepen and strengthen existing client relationships.
miEdge is the basis for EBA's Top 50
Read how the miEdge dynamic analytic database is the basis for Employee Benefit Advistor's top 50 large group brokerage ranking inside EBA's 'Poised For Growth' article by Elizabeth Galentine – Mercer’s president and CEO Julio Portalatin and the heads of several Top US Brokers share their strategies for sustained development, ongoing and staying ahead of the competition.
Poised For Growth - Read Full Article
miEdge Promotes Bridget Austin to Director of Data & Analytics
New Boston, NH – February 4, 2015 – miEdge, 5500 prospecting system for insurance professionals, today announced a key addition to its leadership team with the promotion of Bridget Austin to Director of Data & Analytics. With extensive experience in industry analytics, Bridget joined miEdge to focus on our newly developed industry analytic solution for insurance brokers and carriers.
miEdge and Zywave form a Strategic Partnership to expand technology & growth solutions to insurance professionals
New Boston, NH – February 3, 2015, miEdge™ the premiere provider of Form 5500 employee benefits, retirement, health & welfare analytic and advertising solutions announced its new strategic partnership with Zywave, Inc., a leading provider of innovative technology solutions for the insurance industry.
Both companies have partnered to offer cutting edge solutions from the prospecting stage right through the sales process to client retention and growth strategies. Current and prospective customers will benefit from a solution suite that will allow its customers to compete and win.
miEdge Launches 5500 Small Group Retirement
New Boston, NH, January 26, 2015, miEdge™ the premiere provider of 5500 data for insurance and financial professionals has launched its newest 5500 data solution for small business retirement prospecting. miEdge continues to develop innovative 5500 data solutions and expand its customer base to meet the prospecting demands of the insurance and financial industries.
5500 small business retirement is an exciting addition to the line-up of miEdge data solutions and provides the same user friendly interface found in the Form 5500 health & welfare prospecting solution. Up to five years of Form 5500 filing information for each company included in the database is displayed as well as all the plan details needed to identify potential clients.
miEdge Launches New Website
New Boston, NH-January 19th, 2015, miEdge™ the premiere provider of Form 5500 data for insurance and financial professionals has launched its new website, www.miedge.biz. The new website provides a sleek navigation system for an easy and intuitive experience to learn more about specific solutions and pertinent market information.
“Our newly updated branding and messaging reflect an expanding product offering and market leadership position for 5500 data solutions.” commented Mark Smith, CEO of miEdge. “miEdge is a fast-growing, high-tech company that offers 5500 data in the most readily usable format available in today’s market.”
Employee Benefit Adviser Publishes Ranking of The Top 50 Benefit Brokers
December 17, 2014, NEW YORK – Employee Benefit Adviser, a SourceMedia brand, today released the first-ever independent ranking of the 50 largest employee benefit brokers based exclusively on the commissions and fees the firms generate from health and welfare benefit insurance policies at large-group employers. Mercer, with commissions and fees of $190 million, is the No. 1 firm on the list of Top 50 Brokerages; Arthur J. Gallagher & Co.’s benefit division placed second, with commissions and fees of $159 million. Willis Group, with $128 million, USI Insurance Services, with $115 million, and Lockton Cos., with $112 million in commissions and fees, rounded out the top five.
“The Top 50 Brokerages provides an objective view of who the leaders are in the employee benefits space,” said Elizabeth Galentine, Editor-in-Chief of Employee Benefit Adviser. “The listing is sure to become an important tool for employee benefit decision-makers as they strive to give their workers the best benefit options.”
Learn How miEdge Turns a Cold Call Into A Warm Hand-Shake!
Finding the right prospect can be a challenge and always seems to take too much time. Let's face it, prospecting isn't what most of us want to spend our time on, but it is the most important activity required to grow and maintain your business.
Employee Benefits 5500 Prospecting Profile-Mike Loncono
miEdge Case Study - Mike Loncono, Senior Vice President, HUB International Gulf South Limited
Finding the right prospect can be a challenge and always seems to take too much time. Let’s face it, prospecting isn’t what most of us want to spend our time on, but it is the most important activity required to grow and maintain your business.
Expanded Service Provider information now included in the miEdge 5500 employee benefits prospecting system
miEdge expands Self-funded plan data for all subscribers!
New Boston, NH – February 20, 2014, miEdge™ the premiere provider of 5500 employee benefits prospecting data announced today the expansion of data and search filters for self-funded plans. Reported self-funded plan information has historically been difficult to locate and analyze. miEdge now incorporates the additional plan coverage data into its patent pending search engine technology to quickly identify which companies are currently involved in self-funded programs as part of their employee benefits coverage.