MAX

BenefitMAX.AIMax Leads

LOCAL TEST BUILD

SC

Scott ClendanielOwner · UBP Benefits

🔍 Lead Search

▦ Dashboard SOON 🔍 Lead Search ☆ Saved Searches SOON ☰ My Lists SOON 📅 Renewal Calendar

INTELLIGENCE

👤 Broker Intel ⇅ Movers 🏢 Carrier Market Share ⇅ Exports & CRM Sync SOON

SETUP

↻ Data Refresh SOON

📊 Market analytics. Every chart drills through to a filtered lead list — click a month, a state cell, or a broker's book.

Renewal Calendar

Form 5500 / Schedule A — 2022–2025

State(s)

All states▾

Lives (min–max)

Filing year

Min clients

Benefit line

Min rate increase

BENEFITS MedicalDental VisionLife Stop-loss (self-funded) LTDSTD

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BenefitMAX.AI Max Leads — analytics · employers with renewals in more than one month are counted in each month · outlier filings excluded