Choose the employers you want to serve, understand the benefits relationships in that market, and bring informed questions to each account. In the fiduciary era, the evidence behind your advice is part of your value.
7-day free trial · View trial terms
Choose your market, investigate its provider and program relationships, and prepare a specific question for each account.
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.
Review available renewal information, incumbent relationships, and account history together. Confirm current arrangements before preparing your review.
Give producers a clear starting point: the account history, meaningful signals, and the evidence to inspect before a meeting.
Compare compensation with the relevant market segment and inspect the source and filing-error flags. Help clients understand what the comparison supports and what needs checking.
Entity resolution across 6 years. Related records and provider name variants brought together, with filing dates visible for review.
CalliopeResearch lets producers ask any question in plain English. "Which of my accounts are in the worst 10% for service-provider fees?" Answer in seconds.
Flow helps producers understand their niche and prepare the account conversation. Plan Sponsor Companion helps employers and benefits committees understand what warrants review, which evidence supports it, and what to ask next.
Explore Plan Sponsor CompanionCompanion is invite-only and separate from the Flow trial.
Attention areas, supporting comparisons, and a print-ready report help employers participate in the review.
See an illustrative reportExplore your market in the Flow trial, or work through five accounts with us in a guided demo.
7-day free trial · View trial terms