Built for the advisors who need sourced analysis underneath every conversation.
ScoreMyBenefits gives benefits advisors Form 5500 analysis, plan-design benchmarking, and decision support, so the work an advisor walks into an employer conversation is sourced, specific, and benchmark-backed.
What ScoreMyBenefits Provides
ScoreMyBenefits is the benefits intelligence platform for benefits advisors. It reads Form 5500 filings, plan-design documents, and multi-employer benchmark data. It delivers the analytical layer advisors carry into the conversations where decisions actually get made.
Form 5500 analysis: structural posture, trajectory, multi-employer alignment
Plan-design benchmarking against comparable employers
Decision support for renewal, plan-design, and cost-composition conversations
Tax-strategy modeling as one capability, when the conversation calls for it
Engagement documentation across the advisor's practice
Who This Is For
ScoreMyBenefits is built for:
If your practice walks employer conversations about renewal, plan design, or cost composition, ScoreMyBenefits is the analytical layer underneath.
How Advisors Use the Platform
A common advisor workflow:
An advisor opens an analysis on a prospect or current-client employer
The platform reads Form 5500 data, plan-design context, and benchmark inputs
The analytical read is produced: sourced, specific, and benchmark-backed
The advisor walks the analysis into the employer conversation
Engagement outcomes are documented; the practice compounds across conversations
Partnership Models
ScoreMyBenefits operates through several partnership structures, depending on practice size and engagement model:
Agency seat licensing
Referral partnerships
White-label deployments
Revenue-share arrangements
Partnership terms are tailored to practice size, engagement model, and how the platform integrates into the advisor's existing workflow.
Discuss the Platform With Your Practice
Request a Practice WalkthroughNo obligation. No hard pitch. Just a conversation.