Your team rebuilds the same work every year: a renewal model for each employer, a plan design deck for the HR team, a carrier RFP, enrollment guides, and a steady stream of HR questions in between. Years of that advice sit in Excel, slide decks and your ticket queue, and AI companies now pay to license a copy, because it shows how a good benefits consultant turns rates and trade-offs into a recommendation.
Buyers we work with name the work: consulting, professional services and financial services. Published ranges mostly run $100K to $2M or more, as the buyers' own figures.
Census files and claims reports are the part that stays with the buyer's review, never in a first offer. Lead with what your team wrote for itself (renewal templates, decision guides, enrollment copy, RFP formats, the service calendar) and raise every employer file with the buyer. The owner's side is a call and an export, and the quiz shows which buyers take an agency your size.
Worth
What a agency's data may be worth
Set for a typical agency, 35 staff and 15 years of records. Move the sliders to match yours. Our estimate, not an offer.
Buyers
Which buyers want this data
Buyers whose own published rules fit employee benefits brokers and consultants. We can introduce you to the ones we work with.
micro1
Names consulting and professional services and asks for templates, playbooks and knowledge bases, which is your renewal and enrollment library.1,2
- $100K to $2M+, micro1 says5
Watch out for: Says it removes personal details only "when relevant", so ask exactly how.15
Polyshares
Names professional and financial services, buys tickets, email and spreadsheets, and excludes data held on behalf of clients.16,17,18
- $100K to $2M+, Polyshares says4
- None, Polyshares says19
- An offer in 1 to 2 weeks, then paid in 30 to 60 days20
Watch out for: Exclusive by default, and every deal it lists is exclusive with no end date.21,22
Pewter
Takes US firms with 20+ staff and says regulated or third-party records may be left out of a deal, which suits a benefits agency.3
Watch out for: Its site was registered in October 2026 and names no people.25,26
Who wants this
Do buyers want employee benefits brokers and consultants?
No buyer publishes prices by industry, but their own intake forms show which industries they rate higher.
- Troveo puts insurance or claims in its top of four demand tiers: "Buyers pay a premium for data from your industry."27
- Polyshares marks insurance as a premium industry.28
- VMS, a broker, gives insurance extra weight when it estimates value.29
Which buyers take a agency your size
Shown for 35 staff, a typical agency. Ask whether contractors and part-time staff count.
micro1
Polyshares
No headcount rule; the length and texture of the record matter more31
Mode
20+ full-time US office staff (accounting firms 10+, law firms 6+)10
Pewter
20+ staff and 3+ years32
Grepped
No headcount minimum stated12
Ventra
30+ US employees and 3+ years of records33
Mercor
None stated34
Troveo
No minimum stated; its estimator starts at 2035
Nyne
20+ US W-2 employees and 3+ years36
Endless
Roughly 30+ employees37
Supersoniq
50+ employees and 5+ years38
What buyers value
What in a agency's records buyers value
What buyers look for in your records, and what to talk through with your buyer before anything leaves your systems.
| Data | Where it lives | Why a buyer values it | Raise with the buyer |
|---|---|---|---|
| Renewal analysis templates | Excel, benefits analytics tools | The models and write-up you use to compare carrier offers and plan changes. | Copies filled in with an employer's rates, census or claims figures. |
| Plan design decision guides | Slide decks, Docs | How you explain deductible, network and contribution trade-offs to an employer. | Nothing specific |
| Open enrollment templates | Employee Navigator, Ease, email templates | Employee guides and FAQ copy, rewritten every year. | Nothing specific |
| Carrier RFP formats and marketing summaries | Spreadsheets, email | What you ask carriers for and how you compare their answers. | Employer names, census files and quotes attached to each RFP. |
| Service calendar and HR helpdesk tickets | CRM, ticketing tool | The year-round task list and the questions HR teams send between renewals. | Tickets that mention one employee's coverage or health. |
| Account manager training | Agency wiki | How you teach new staff to read a renewal and run enrollment. | Nothing specific |
A week of records
A week of data at a agency
- Monday: four renewals arrive; the analyst loads each into the renewal template.
- Tuesday: an RFP goes to six carriers in the agency's standard format.
- Wednesday: the consultant presents plan design options to an HR team from the decision-guide deck.
- Thursday: 70 helpdesk questions from HR teams, mostly eligibility and ID cards.
- Friday: enrollment guides for three employers are drafted from last year's templates.
Process
How it works with each buyer
In each buyer's own words. Where a buyer publishes nothing, we say so.
micro1
- Internal docs, SOPs and playbooks, knowledge bases, project management workflows, internal comms, templates, CRM and workflow metadata, task histories2
- 30 to 200 employees30
- $100K-$2M+ per data package; over $1M for unique data5
- PII removed "when relevant"15
- The company keeps ownership of its data and reviews samples before release39
- Not published
Selling or closing
Selling or closing your agency? License its data first
Larger brokers buy benefits agencies all the time, and your renewal templates and enrollment library usually go along with the book at no extra price. Before a sale, ask whether that written method can be licensed on its own, with every census file, claims report and employee record left to the buyer's review. Pewter takes firms that are running, winding down or closed, as long as the records still exist.3
FAQ
Employee benefits brokers: questions, answered
Every business is different, so this one is best talked through with the buyer you're working with. Their team goes over it with you before anything is signed.
Every business is different, so this one is best talked through with the buyer you're working with. Their team goes over it with you before anything is signed.
Every business is different, so this one is best talked through with the buyer you're working with. Their team goes over it with you before anything is signed.
Before you sign
Questions to talk through with your buyer
Every business is different, so these are best talked through with the buyer you're working with. Their team goes over them with you before anything is signed.
Questions for this kind of business
- How does your review keep census files, claims reports and any health information out?
- What do our business associate agreements with employer plans say about any licensing?
- Do carrier or employer agreements limit exports of renewal and enrollment records?
- How do CCPA, GDPR, UK GDPR and state privacy laws apply, and is de-identified data still personal information?
- Do customer, vendor or platform contracts, NDAs or API terms restrict this?
- Do professional rules apply (AICPA, IRC 7216, HIPAA, ABA Model Rule 1.17, insurance agency contracts, adviser rules, state boards)?
Questions for any buyer
- Is the license exclusive, and for how long?
- Can you sublicense the data, and to whom?
- Which AI labs will receive it, and will you tell us?
- How long do you keep it, and how is it deleted?
- What is your liability cap, and who indemnifies whom?
- Will the contract ban re-identification of people in the data?
- Who removes personal data, by what method, and do we approve it first?