A World of Raw Data Confusion
Our time-tested data cleansing processes and unmatched industry expertise transform raw data into meaningful business intelligence.
We’ve cleaned up and standardized 5500 plan data so your searches and analyses work as you intend.
Carrier, Broker and Provider Name Standardization
Our name standardization gives you more accurate search results
Only Judy Diamond Associates tools will return all six plans when you search for “MetLife.”
Broker Commission and Premium Modelling
As filed, the 5500 comingles the premiums and commissions collected for different plan types under a single policy, making it difficult to assess the contributions of an individual broker. Only Judy Diamond Associates has created a successful methodology to determine which brokers control the business and to model premiums across different lines of coverage.
Our exclusive commission and premium modelling empower you to concentrate on the lead broker.
Broker-Plan Matching Technology
HR Director, Big Box, Inc.
Reported his broker as:
John Smith
Best Broker, LLC
Benefits Manager, Regional Restaurants, Inc.
Reported her broker as:
Best Brokers LLC
123 Main Street
VP of Human Resources, Mega Media, Co.
Reported his broker as:
John Smith
123 Main Street
Only Judy Diamond Associates can tell you all three use the same broker.
That’s the kind of enhanced visibility you can only get
with our Broker-Plan Matching technology.
Find Broker Client Data for Voluntary Benefits
Most voluntary benefits are simply tagged as “other” on the form 5500. Employers then write in the name of the plan type. In the raw data, these entries are not standard, making searches for voluntary benefits plans tricky. It also makes searching for brokers’ voluntary book of business largely impossible with raw data.
Not only do we standardize these free text responses, we tie them to individual brokers so you can research your competition.
Common Voluntary Benefits Indices
Travel Accident
Stop Loss
Short Term Disability
Point of Service
Long Term Care
Legal
Employee Assistance
Dependent Life
Cancer
AD&D
Medicare