Know every group health plan renewing in your territory — before the RFP goes out.
Monthly renewal intelligence for independent benefits brokers, built from public DOL Form 5500 filings. Current carrier, broker of record, and renewal month for every 100+ life group in your market.
Built from public U.S. Department of Labor filings · Refreshed monthly · Cancel anytime
This is what your territory looks like.
| Company | Lives | Current Carrier | Current Broker | Renewal | Est. Broker Comp |
|---|---|---|---|---|---|
| Tecovas, Inc. | 339 | UnitedHealthcare | Marsh & McLennan Agency | December | $143,401 |
| Vital Farms | 949 | BCBS of Texas | Marsh & McLennan Agency | December | $181,481 |
| Natera | 699 | Kaiser Foundation Health Plan | Woodruff-Sawyer & Co | December | $204,796 |
| Self Financial | 607 | BCBS of Texas | ExperINS | December | $198,086 |
| Hai Hospitality Group | 710 | UnitedHealthcare | Lockton | December | $149,968 |
| Citizens, Inc. | 194 | Curative Insurance | USI Insurance Services | December | $160,652 |
Live sample — Austin, TX (Travis County), December/January renewals. Source: U.S. DOL Form 5500 / Schedule A public filings.
The 15 accounts on the full Austin list pay $3.28M/year in combined broker compensation. Winning one pays for DepthLead for a decade.
Public filings, turned into a renewal calendar.
- 01
Every employer with a 100+ life health plan files a Form 5500 with the Department of Labor — carrier, broker, commissions, plan dates. It's public.
- 02
We ingest, clean, dedupe and cross-reference every filing, every month — and turn it into a renewal calendar for your territory.
- 03
You get a live sheet: every group in your market, sorted by renewal month, with current carrier, broker of record and compensation. Plus alerts 120 and 90 days before each renewal.
Offense
See every account in your territory, who holds it, and when it renews. Build your Q4 hunt list in one afternoon.
Defense
You're the broker of record on some of these filings. Your competitors can see that. Know what they know.
One price. One territory. Cancel anytime.
Territory = one metro area or county cluster.
- Every 100+ life group in your territory
- Refreshed monthly from new DOL filings
- Renewal alerts at 120 / 90 days
- Delivered as a live spreadsheet — no software to learn
- Cancel anytime
First month: $99. If the data doesn't pay for itself, walk away.
Multiple territories or agency network? Talk to us
DepthLead is built and run by Junio Souza. I lead data governance at a multi-billion-dollar company and have spent 10+ years turning messy public data into decision-grade intelligence. DepthLead applies that discipline to one question brokers ask every day: where is my next account?
Questions brokers ask before signing up.
From Form 5500 and Schedule A filings — mandatory public disclosures every US employer with a 100+ participant benefits plan files with the Department of Labor. We work from the official DOL datasets, not scraped or purchased lists.