Calliope gives brokerage commercial teams the intelligence layer they've been trying to build internally for years — multi-year account signals, entity-resolved books of business, and the context your producers need to know when to move and what to say.
Know which of your accounts show the early signs of motion — fee outliers above segment benchmarks, Schedule C provider shifts, participant swings over multi-year windows. The signals incumbents miss because they're looking at one filing at a time.
Find the lines of coverage you don't own on accounts you already have. Calliope maps every service provider relationship across your book — including accounts where the benefits stack hasn't changed in 3+ years and is ripe for conversation.
Stop prospecting from flat lists. Calliope ranks every eligible employer in your territory by account signal — fragility, stagnation, fee exposure — and gives your producers the angle that matters.
Calliope understands brokerages. Territory structures, producer assignments, hand-off history. Retention and new business are two different motions — so we treat them that way.
Assign, reassign, and hand off accounts with full history preserved. Producers see their book; leadership sees the whole.
Every account's renewal date, incumbent relationships, and fragility score in one view. Prep QBRs in minutes, not hours.
Account briefs your producers can read in the car before a meeting. No filtering, no querying — just the angle and the ammo.
Calliope's fee benchmarking methodology mirrors the approach now at issue in active ERISA fee litigation. The Schedule C reasoning behind your alerts is the same reasoning plaintiffs' firms now use in fiduciary cases.
Entity resolution across 5 years. No duplicate employer records. No outdated broker assignments. No "is this the right filing?" moments.
CalliopeResearch lets producers ask any question in plain English. "Which of my accounts are in the worst 10% for Schedule C fees?" Answer in seconds.
See what Calliope changes for your book. Bring five accounts you want to look at — we'll go live in the demo.