Find the next renewal before your competitor does.
Renata parses public DOL Form 5500 filings, surfaces mid-market employers (100–500 employees) entering their renewal window, and ranks them by likelihood — so you always know who to call next.
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Mid-market employers (100–500 EE)
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±60 days from plan-year end
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Estimated annual commissions
How the renewal score is built
Every score blends four public signals. The weights are tuned for the mid-market broker book — you can read the full breakdown for each company in the table above.
Window proximity
How close the latest plan-year end is. Renegotiation windows are tightest 0–30 days out.
Mid-market fit
Active employee count in the 100–500 sweet spot — too small for jumbo brokers, too large for retail.
Coverage spend
Premium PEPM vs a $650 industry baseline — higher PEPM means more room for savings on the incumbent broker.
Data freshness
Recency of the filing. Stale filings are discounted so the score stays a current, defensible signal.