Stop guessing.
Start closing.
Renata ranks mid-market employers entering their renewal window — so you know exactly who to call and why now. Powered by public DOL Form 5500 filings.
One email · no spam · canceled when your seat is in. Or email us directly.
Three steps from filing to first call
Public filings turn into a ranked pipeline you can act on the same morning. No scraping, no black-box model — just the DOL signal delivered with structure and timing.
- Step 01
Signal ingestion
Renata ingests public DOL Form 5500 filings daily, flagging mid-market employers (100–500 active employees) entering their renewal window or currently overpaying on coverage.
- Step 02
In-Play Score
Each flag is scored on window proximity, mid-market fit, coverage spend, and data freshness — then combined into a single In-Play Score (0–100) so the pipeline is ranked by who is buyable right now.
- Step 03
Per-broker brief
The top of the ranked list comes pre-packed with carrier, plan type, employee count, and a one-line narrative — so the broker knows who to call, why the account is in play, and what to lead with.
First broker wins dropping soon.
We're onboarding a small group of brokers ahead of the fall renewal season. Their numbers arrive here once the first renewals close.
Get the next In-Play Score briefing.
Drop your email and we'll send the next ranked snapshot — a focused shortlist of mid-market employers entering their window this quarter — the moment it's ready.
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