Carriershift.com
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An AI SDR for employee-benefits brokers

A pipeline of group-benefits deals you're already set up to win.

Carriershift works your territory around the clock: it finds the employers whose plan you can beat, runs the outreach with the proof in hand, and books ready-to-close meetings straight to your calendar.

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Every lead backed by: DOL Form 5500 Schedule A filings Carrier & commission data Plan participant counts 100-life audit threshold

How it works

Every lead comes with the pitch

Each account arrives with the carrier, the current broker of record, and their exact commission, straight from the filing. You open the conversation with proof, not a cold introduction.

Ranked by how closeable they are

We surface the accounts most likely to switch, where the incumbent is charging well above peer plans of the same size and type. You work the deals that close fastest, first.

Scoped to the deals you can win

Your states, your group-size range, your niche industries. The list arrives sized for accounts you can actually close, so every name is a real shot at new business.

See the deals waiting in your territory, free.

We'll hand-build a lead list for your states and group-size range. No cost and no obligation, just closeable deals to prove it works.

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