Abstract: A lead-identification software platform relating to identification of clients for insurance carriers and other benefits vendors, including functionality for automatically scraping contact information of key decisionmakers, enabling a precise, targeted experience for identifying clients. The lead-identification system is configured for users to identify new leads based on aggregated Form 5500 data, data from social media profiles, and personal contact information, including location-sensitive information. The location-sensitive information is able to determine likely broker offices servicing particular employers and even particular broker contacts to allow for more precise lead-generation. The software platform includes artificial intelligence algorithms for filtering and aggregating data to identify new opportunities.

Abstract: A prospecting software platform relating to employer-sponsored healthcare and pension plans, including functionality that identifies unique prospecting opportunities and generates the contact information of key decisionmakers, enabling an end-to-end prospecting experience. The prospecting platform is configured for third-party administrators and other plan professionals to identify new client leads based on aggregated Form 5500 data, Form 990 data, data from LINKEDIN profiles, and personal contact information. The software platform includes artificial intelligence algorithms for filtering and aggregating data to identify new opportunities.