Data & signals

Best in class, AI powered map of company, broker office, carrier, and personnel.

Form 5500 pipelines, broker-office rollups, carrier relationships, validated personnel, and web benefits data — cleaned and classified by human + AI agents, and re-verified every month.

Why focus wins

Exclusively focused on the 3M benefits contacts that matter.

Horizontal data providers have to cover 300M+ contacts across every industry. We focus on the 3M who actually make benefit decisions: HR, Total Rewards, Finance, brokers, and consultants. That focus is what lets us combine multiple sources per person, validate every record, and map every contact into the company–broker–carrier graph.

Data sources

Six datasets, joined for the benefits motion.

Enriched Form 5500

Plan year, premiums, commissions, brokers, carriers, plan structure — cleaned, joined, and refreshed.

Web benefits data

Scraped benefits pages, careers sites, and disclosure documents for ground-truth plan signals.

Broker offices

Office-level intelligence: industries served, carrier relationships, commissions, client counts.

Carrier relationships

Who covers which employer for which line — medical, dental, vision, life, disability, more.

Personnel + contacts

Validated emails and titles for HR, Benefits, Total Rewards, Finance, leadership decision-makers.

Firmographics

Industry, geography, employee count, funding signals, growth, and ownership data.

Benefits intent data

Find targets before change happens, not as it happens.

Self-funded movement, broker change, carrier change, PEPM swings, leadership changes — Hillwinds turns historical benefits patterns into a 90-day forward window so reps get there before the RFP, not after.

Signal types

Self-fundedSwitch to self-fundedLevel fundedMedical PEPM ↑Medical PEPM ↓Brokerage acquiredFirst-time 5500 filer5500 signer changedESOP401K offeringGlassdoor ratingRemote workforcePEONew hire (HR / Benefits)

Predictive case study

In one broker-change study, Hillwinds identified 95 high-risk Gallagher clients and was right 76% of the time — directionally accurate well before the new broker had been selected. Relationships flagged as low-risk held up at roughly 94%+.

FAQ

Frequently asked questions

Where does Hillwinds data come from?+

Enriched Form 5500 filings, web-scraped benefits and disclosure pages, broker-office rollups, carrier relationship mapping, and validated personnel records — cleaned and classified by human and AI agents, then re-verified every month.

Who are the contacts in Hillwinds?+

We focus on the ~3M people who make benefits decisions: HR, Benefits, Total Rewards, Finance, and leadership at employers, plus brokers and consultants — with validated emails and titles, rather than covering 300M+ contacts across every industry.

What are predictive change signals?+

Hillwinds turns historical benefits patterns into a forward-looking window for events like a switch to self-funding, broker change, carrier change, PEPM swings, and leadership changes — so reps reach accounts before the RFP, not after.

How accurate are the broker-change predictions?+

In one broker-change study, Hillwinds identified 95 high-risk Gallagher clients and was directionally right 76% of the time, well before the new broker was selected. Relationships flagged as low-risk held at roughly 94%+.

Can I push Hillwinds data into my CRM?+

Yes. Validated HR, Total Rewards, Finance, and broker contacts can be enriched directly into Salesforce or HubSpot, and accounts can be accessed via smart filters, natural language, MCP, or API.

How often is the data refreshed?+

The company–broker–carrier–personnel graph is re-verified monthly, so records and relationships reflect current filings and web signals rather than a one-time snapshot.

Ready to talk?

Find your next 100 accounts.

Hillwinds turns benefits, broker, carrier, and personnel data into pipeline. See it on your own ICP in a 25-minute demo.