Find the market you want to serve. Understand the accounts within it. Calliope connects benefits data, market relationships, and sourced research so producers and plan sponsors can bring better questions to the table.
7 days to explore your market. Start with an account you know.
Flow is $250/user/month. Compare plans and terms
See the plans, money flow, provider relationships, and signals behind an employer’s benefits.
Explore CalliopeFlowPennsylvania · Manufacturing
Illustrative 2024 voluntary line: $600,000 premium and $144,000 broker compensation. Compare contract size and services before interpreting the difference.
Illustrative relationship: Harbor Benefits in 2023; Summit Advisory in 2024. Confirm the current relationship before outreach.
A missing broker entry does not establish that no broker is involved. Check the underlying filing and current plan documents.
Hybrid Self-funded medical + insured ancillary · Inferred
See the analyst investigate a finding, compare the evidence, and suggest where to go next.
Explore CalliopeResearchResearch access is separate from the Flow trial.
Illustrative analyst walkthrough. Open demo in a new tab
Plan Sponsor Companion helps employers understand areas that warrant attention and prepare questions for their broker and benefits committee.
Explore CompanionInvite-only. Separate from the Flow trial.
Compensation grew faster than the covered population.
“What changed in our services or compensation agreement to explain the increase?”
Compare the service scope and compensation agreement across both years.
Confirm comparable services, covered populations, and filing quality before interpreting the trend.
Workflow illustrations describe how to use Calliope; they are not live product results.
Open a figure to inspect its source and reporting period. Filing-quality checks help you understand what needs a closer look.
How Calliope checks the recordExample quality flag: duplicate Schedule A pages. Inspect the schedules before using reported totals in a comparison.
An example of tracing a figure—not a live filing or benchmark.
The fiduciary era calls for conversations grounded in evidence. Flow helps brokers understand their accounts. Plan Sponsor Companion helps employers participate in the review.
Meet Plan Sponsor CompanionCompanion access is invite-only.
Try this in your first week: review two current clients and find three prospects in the market you want to serve. No list to upload—just search for employers in Flow.
Your goal: five accounts you understand better, and a reason to reach out to each.
7-day free trial · View plans and trial terms
Explore Flow account profiles, territory intelligence, signals, fee benchmarks, and contact enrichment. Research and provisioned compliance tools are separate access options.
Flow is listed at $250/user/month. Billing begins after the trial unless you cancel beforehand in Settings. Confirm your selected plan at signup. Review plans and terms.
Yes. Bring two current clients and three prospects—or start with one employer you know. Book a demo to review them with us.
No. Companion is a separate, invite-only workflow for employers and benefits committees. Explore Companion access.