Employee benefits

Know which employers are in-market before open enrollment is decided.

Sam.ai finds the employers in your market that are most likely in-market for benefits help right now, the CFOs and HR leaders who fit your ideal client persona (ICP), and a warm way in. Then Agent Sam drafts the outreach on email and LinkedIn, and nothing goes out until you approve it.

See how many employers are in-market in your market, right now. Free.

Put Sam to work FREE See plans and pricing

Free for 14 days. No card required.

Built for the plans you advise on.

In-market means something different for a small group broker, a mid-market consultant, and a cost containment specialist. Pick yours.

Small group benefits

Small businesses offering benefits for the first time, or outgrowing the plan they started with.

Sam points you to
OwnerFounderCFOControllerOffice managerHR manager
A warm way in
An introduction through their CPA or payroll provider.
Your move
Be the advisor who builds their first real benefits strategy.
Put Sam to work FREECalculate your ROI

Specialties

  • First-time plansEmployers offering benefits for the first time
  • Plan upgradesTeams that have outgrown a starter plan
  • PEO transitionsCompanies moving onto or off a PEO
  • Multi-state teamsEmployees in new states
  • Small business retirementA first retirement plan

Benefits are decided months before open enrollment.

By the time open enrollment arrives, the plan is set for another year. The opening comes earlier, when something changes at the company.

How a benefits decision unfoldsAn illustration, not a fixed timeline
Something changesGrowth, a new state, rising costs, or a hiring fight. The plan stops fitting.Where you want to be
Renewal planningThe incumbent broker brings the renewal first.
Open enrollmentDecisions are locked for another year.Where most brokers call

What in-market means in your market.

Not a list of every employer with a plan. The few to reach out to now, the ones for an awareness campaign, and the ones to keep warm.

in-marketadjective

Said of a company that is most likely in the market for your services, because of what is actually happening there: the moves it is making, and what its key decision-makers are doing and saying. A myriad of data points, weighed together by algorithms tuned to your industry. So the timing to reach out is real.

Not the same as intent data

Who browsed?

Intent data infers interest from online behavior: page visits, content downloads, search topics. It shows that someone was curious, often one anonymous visitor, and it reads the same way in every industry.

In-market

What is actually happening?

In-market looks at the company itself: the moves it is making, and what its key decision-makers are doing and saying. It is weighed for your industry, because what signals an office move is not what signals a hiring push.

Why “most likely”? No one can read a buyer’s mind. What Sam can do is show you why, so you can judge every call for yourself.

Sample result

What Sam hands you

An illustrative example for a commercial insurance and benefits broker. The companies and details are made up.

Logistics and distribution · 180 to 220 people · Long Island, NY

Ranked among Long Island’s fastest-growing private companies

Most likely in-market

We’re opening a second warehouse and doubling the fleet this year.

The CEO, in a local business interview this month

And the data backs it up

Headcount

+37%148 to 203 people

12 months agoNow

Fleet vehicles

41Up from 22 a year ago

12 months agoNow

Coverage likely to change

4 of 5Lines a broker should review

  • Property
  • Commercial auto
  • Workers’ comp
  • Employee benefits
  • Cyber

What needs covering

More to insure more people to coverLast year compared with now

Locationsa second warehouse

Last year1

Now2

Vehiclesfleet nearly doubled

Last year22

Now41

Employeesbenefits-eligible staff up

Last year148

Now203

The last 12 months

  1. Won a multi-year contract with a regional grocery chain
  2. A new CFO joined from a larger distributor
  3. Signed for a second warehouse
  4. Posted for its first benefits manager
  5. Added 9 trucks to the fleet
  6. The CEO: “We’re opening a second warehouse and doubling the fleet.”

In-market for

Commercial property and casualty and employee benefits, two of your topics

Decision-makers

CFOHead of HRCOO

A warm way in

YouA client of yoursThe CFO

Your move

Reach out now, before they shop their coverage, through the introduction.

Construction · 60 to 80 people · Queens

61

Run awarenessWatching for a benefits plan

3 signs so far

  • Hiring field crews
  • A new HR lead
  • New public contracts

Some of the picture is there. Not enough to call yet.

Your move

Sam adds them to your awareness campaign, so you are the one they know when the time comes.

Healthcare practice · 40 to 60 people · Nassau County

18

ICP fitFits your ideal client persona

Fits on

  • Industry
  • Size
  • Location

Nothing says they are in the market yet.

Your move

Keep warm. Sam moves them up the moment they are in-market.

See who is most likely in-market in your market, and why.

Put Sam to work FREEOr calculate your ROI
Free for 14 days · No card required

Every in-market employer comes with a way in.

CFOs and HR leaders hear from benefits brokers all year. Sam looks for the people you already know who can open the door.

A warm way in: Sam looks for a path to the person through people you already know.

Who CFOs and HR leaders listen to
  • Their CPA
  • Their payroll provider
  • Their peers
  • Their attorney
  • Fellow owners

So the first touch is an introduction, not another broker pitch. When there is no path, Sam drafts outreach in your voice about what changed for their people.

Then Sam runs your Playbook.

Keep your tools and let Sam hand you who to call. Or run your whole GTM/Sales Playbook on Sam.

It writes

  • Your Playbook: the employers you serve, your plans, how you sound
  • Each message written for one decision-maker, about their people
  • Email and LinkedIn in one sequence

It follows up

  • Follow-ups that adapt until they reply
  • Nothing reaches a prospect until you approve it
  • Meetings land on your calendar

You take the call

  • A call-ready list of who is ready to talk
  • One-click dialer with transcripts
  • Every touch on one record, in your CRM or ours
Warm introsInbound repliesBenefits reviews booked

Three packages. Pick yours.

Month to month, or annual for 17% less and exclusive in-market data.

Ideal Clients

Agent Sam finds your ideal clients and drafts the outreach.

  • $195 a month, or $162 billed annually
  • 500 contacts unlocked each month
  • 2,000 messages delivered each month

In-Market

See who is most likely in-market, and why.

  • $495 a month, or $411 billed annually
  • Up to 5 in-market companies each month, in one market
  • Two users. Annual: each in-market company is yours alone for 90 days

Enterprise

Every market you cover, scanned every day.

  • Let’s talk
  • For regional and national brands
  • Office nodes, roll-up reporting, and SSO

Not sure which one pays off? Run your own numbers in about a minute.

Calculate your ROISee plans and pricing

Questions benefits advisors ask.

“Is in-market the same as intent data?”
No. Intent data infers interest from online behavior, like page visits, downloads, and searches. It shows that someone was curious, not that a company is getting ready to buy. In-market looks at what is actually happening: the moves a company is making, and what its key decision-makers are doing and saying. Sam weighs a myriad of these data points with algorithms tuned to your industry, then shows you why each company is most likely in-market, so you can judge for yourself.
“Who is Sam built for in employee benefits?”
Small group brokers, mid-market benefits consultants, and health and pharmacy cost containment specialists. Benefits sits within commercial insurance and benefits, one of the three industries Sam is built for.
“Does Sam know when a plan renews?”
No. Sam does not hold plan or renewal data. It shows you which employers are in-market because of what is happening at the company, so you can start the conversation before the renewal is decided.
“What counts as a market?”
A market is one service in one city, for example tenant representation in Manhattan. Four services in one city is four markets, and so is one service in four cities. In-Market includes one market, and you can add more anytime.
“What will I see in the free trial?”
How many companies are in-market for what you sell right now, and in which industries. Pick a package and Sam shows you who they are and the decision-makers to reach.
“Can my whole firm use it?”
Yes. In-Market includes two users, and you can add more for $25 a user per month. Regional and national brands get Enterprise, with nodes for each office, roll-up reporting, SSO, and invoiced billing.

Put Sam to work in your market.
Free for 14 days.

See how many employers are in-market in your market right now, and in which industries.

Put Sam to work
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Building sales AI since 2016.

All-Covered Support

Real humans, every plan, from day one.