Methodology
How is a brokerage evaluated?
Every rating is independent. Firms cannot pay for placement, and the score is recalculated quarterly from data Mployer sources and verifies directly.
Verified client feedback
Reviews collected from employer clients and validated against plan records, weighted by recency and by the size of the book represented.
Plan performance data
The benefit plans a firm advises are scored against true peer cohorts by industry, region, and size across medical, ancillary, leave, and retirement.
Market and service signals
Book retention, service capacity, licensing and appointment coverage, and specialty depth across the lines the firm actually writes.