Our expert-written resources are available in digital and/or print formats to best suit your specific situation. We realize that many of you are working from home and may not have access to the resources you need. Please do not hesitate to contact [email protected] with questions regarding access to print and/or digital formats.

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Judy Diamond Associates

As the premier publisher of employee benefits and retirement industry prospecting tools, our suite of online resources provides critical selling information to agents, brokers, carriers, financial advisors, marketers, TPAs, and many other professionals in the large group benefits sector.

By combining the plan information collected by the Department of Labor with our exclusive directories of employer key decision-makers and plan analytical tools, our products equip you with unparalleled competitive intelligence and access to grow your market share.

To learn more about us, visit our website, www.JudyDiamond.com.


Our winning products include:


Retirement Plan Prospector makes the complex universe of retirement plan data useful and accessible to all retirement professionals, whether they’re seasoned 5500 veterans or industry rookies. No matter your level of expertise with the ever-changing Form 5500, Retirement Plan Prospector can show you leads that are similar to your best customers. Prospector includes Plan Scorecards, Recommended Prospects, Red Flags, a streamlined search engine and is fully exportable.

Learn more about Retirement Plan Prospector


The American Directory of Group Insurance Plans is the leading prospecting tool for the large group health and welfare market available in the U.S. Group combines an exclusive directory of health/welfare plan key decision makers with a suite of research tools to identify highly qualified leads.

Learn more about the American Directory of Group Insurance Plans


The Brokers and Carriers Market Share Database gives you total visibility into every brokers individual book of business in the large group health and welfare plan market. With BCMS, find out which brokers are dominant in particular territories, which employers are working with which broker and carrier, critical facts about employer plans to help you take over the business, and the contact information you need to reach those top selling brokers.

Learn more about the Brokers and Carriers Market Share Database


The Standard Directory of Third Party Administrators is the only comprehensive listing of TPAs of health, welfare, and workers' compensation plans. The TPA Directory lists more than 1,000 claims-handling TPAs with detailed information about the plan types they administer, the services they offer, the type and number of clients they serve and other critical information.

Learn more about the Standard Directory of Third Party Administrators


FreeERISA.BenefitsPro.com provides free access to Department of Labor Form 5500 disclosure filings on more than 1.4 million retirement and health benefits plans.

Learn more about FreeERISA.com