Start with Flow at $199 for account research, Smart Match, and fee benchmarks. Add the AI sidebar analyst for $269, or request standalone Research access for deeper analyst work. CalliopeSales provides consulting separately.
The benefits intelligence platform.
For commercial teams. Smart Match, territory intelligence, account signals, and adaptable enrichment, built on six years of benefits filing history.
Start free trial7-day free trial · View trial terms
Flow, with the analyst built in.
Everything in CalliopeFlow, plus a conversational analyst alongside your account and book views. Ask the next question without leaving the profile, within a monthly usage allowance.
Start free trial7-day free trial · View trial terms
Your AI benefits analyst.
Conversational benefits research with filing history, market relationships, and public web sources. Available as a standalone workspace or through arranged MCP access.
Request accessInvite-only. Ask about standalone or MCP delivery and setup.
Explore Flow account profiles, Smart Match, territory intelligence, account signals, fee benchmarks, and contact enrichment. On the Flow + AI Sidebar Analyst plan, the sidebar is available within its monthly allowance. Standalone Research and the add-ons (Compliance Console, block business and signature detection, Plan Sponsor Companion) are arranged separately.
The subscription begins billing after seven days unless you cancel in Settings before the trial ends. Flow is listed at $199/user/month, or $269 with the AI sidebar analyst; confirm your selected plan at signup.
See a suggested first-week workflowProvisioned for your organization on top of any Flow plan. Pricing depends on team size and scope; each one is arranged with Sales and is not included in the Flow trial.
Documented review of broker and service-provider compensation against the 113-segment benchmarks, with findings sourced to the filing. Generate a fiduciary review narrative for any account in your book, written from the filing evidence and ready for the file, within a monthly review allowance. Built for compliance and fiduciary leaders at brokerages.
The program directory behind the accounts: captives, consortia, and administered books detected from shared filing patterns, with book profiles, unnamed-block watchlists, and timeline events.
A client-facing workflow for employers and benefits committees: attention areas across PBM, broker, and service-provider fees, and a prepared plan review your team can hand to the sponsor.
On the Flow + AI Sidebar Analyst plan, yes. Flow at $199 per user per month covers search, Smart Match, signals, benchmarks, and enrichment; the $269 plan adds the sidebar. Each user gets up to 50 sidebar analyses per month: conversational questions about an employer or broker, answered alongside the profile with supporting sources. Need more? Add analyses in packs of 50 for $150, or talk with us about expanded sidebar access for your team.
Yes. Month-to-month plans have a monthly export allowance. Commit for longer to unlock a larger allowance upfront—a six-month commitment gives you 6,000 exports available immediately. Talk with us about a longer commitment.
Yes. CalliopeResearch can be delivered through MCP (Model Context Protocol), connecting your Claude workspace to Calliope’s benefits research tools. This is arranged access, separate from the Flow trial. Talk with us to confirm the appropriate plan, setup requirements, and commercial terms. Explore MCP access.
Employer profiles can show detected program relationships. The dedicated program directory, book profiles, and watchlists are the Block business & signature detection add-on, arranged with Sales. Review signature detection.
Calliope brings filing research, account signals, and fee benchmarks into one workflow. Compare it with the work your team does today; subscription savings and time saved depend on your existing tools and usage.
Pricing is per seat. Each user gets their own login, their own territory, and their own configurations. Volume discounts start at 10 seats. Teams often deploy a mix — CalliopeFlow for producers, CalliopeResearch for sales strategy and leadership — though the right mix depends on your workflow.
Yes. Start a seven-day Flow trial; no demo is required. Cancel in Settings before the trial ends to avoid a charge. If you prefer a guided walkthrough, bring five accounts to a demo. CalliopeResearch is a separate, invite-only offering.
Six years of Form 5500 filings and schedule detail are joined with available carrier-published Transparency in Coverage evidence. Monthly updates extend the dataset; source reporting periods remain visible. Carrier-published features are Beta. Read about the update cycle.
Yes. CalliopeResearch can be purchased on its own for teams who need conversational access to six years of the benefits market, entity resolution, and the full Calliope reasoning layer. Teams who also use CalliopeFlow get a discount on Research — and their answers can be scoped to their specific book and territory.
Yes. The same fee benchmarks that power commercial signals — 113 segments by service code and group size, computed from the filing record itself — support documented review of broker and service-provider compensation. An above-benchmark result is a prompt for investigation, not a legal conclusion. Every benchmark is reproducible and sourced to the filing, so it holds up to a "show your work" review. See Calliope for Compliance. (Calliope is a technology provider, not a law firm, and does not provide legal advice.)
For territory strategy, market entry, and embedded analyst support, CalliopeSales provides consulting separately from the platform subscription.
Explore consulting servicesTry Flow for seven days, or talk with us about Research and provisioned access.