For virtual care and direct primary care sales teams

Find the employers most likely to buy your benefit.

GroupScout ranks every employer health plan in your territory by fit, shows when each plan year starts, and gives your reps a pre-call brief and a savings case before the first meeting.

Built on public data. Tidewell never receives protected health information.

Form 5500Every employer health plan that files one: size, funding, plan year, stop-loss costs and the brokers paid on it.
15 milesPrimary care doctors and practices counted around every employer, against the national average.
92 millionInsurers’ negotiated rates behind the savings estimates across 10 Southeast states, with the rest of the country loading.
How it works

Who to call, when, and why they should switch.

Purchased lists sort by industry and headcount. GroupScout sorts by who can actually adopt a new benefit, and when.

01

Rank by fit and timing

Every employer in your licensed states is scored on size, local doctor supply, workforce and funding, with its plan-year date so you call before the decision, not after.

02

Prep the call

A pre-call brief for each employer: an opening line, who signed the filing, the broker most likely to open the door, and questions to ask.

03

Show the savings case

An estimate by package (primary care, urgent care, mental health), priced from local negotiated rates and printed as a one-page handout for the employer.

The pre-call brief

Two minutes of reading before every call.

Everything a rep needs for a first conversation, from filings anyone can verify.

Opening line

Written from the local doctor gap and how the plan is funded.

Contacts on the filing

Who signed it, the sponsor’s phone, the plan administrator.

Likely door

The broker paid the most on the plan, and every other plan they place in your states.

Questions to ask

Tailored to renewal timing, administrator and workforce.

Cost signals

Stop-loss and premium per employee, year over year.

Local primary care

A map of practices within 15 miles and the largest local groups.

Illustrative. Every score shows the fact, the rule and the points behind it, and your team can tune the weights to how you sell.

The savings case

Walk in with a reason to switch.

Estimate what a program could save from avoided office, urgent care, ER, imaging and specialist visits, priced at what insurers in that state actually agreed to pay.

  • Your package prices and every assumption are editable.
  • Costs come from insurers’ published negotiated rates, with the carriers and codes named.
  • One-page handout for the employer, without your fit score, commissions or stop-loss figures. Printed under your own logo, colors and contact line.
For teams

Fits how benefit sales teams already work.

Licensed by state, run by your own admin, and friendly with whatever CRM you use.

Licensed by state

See the states you sell. Add states or exclusive territories as you grow.

Your team, your admin

Add and remove reps within your seats; a departing rep’s work stays with the account.

Lists and pipeline

Status, owner, next step, notes and packages; saved lists, views and bulk actions.

Works with any CRM

CSV export with a stable employer ID; import statuses and current clients with a match preview.

One shared ranking

Choose a preset or set your own weights, with a preview of how the list re-ranks.

Broker books

Every plan a broker places in your states, their commissions and upcoming plan years.

Monday summary

An email with your next steps due and followed employers renewing within 90 days.

Works on a phone

Check a brief in the parking lot before you walk in.

The data

Built entirely on public data.

No data-sharing agreements, no patient records, and nothing for your customers to hand over.

U.S. Department of Labor

Form 5500 annual reports and Schedules A, C, H and I: plans, funding, plan years, stop-loss, insured premiums and brokers.

CMS and HRSA

The National Provider Directory for local primary care supply, and federal primary care shortage designations.

Insurers’ price transparency files

Negotiated rates published under the federal Transparency in Coverage rules, for local savings estimates.

Tidewell never receives protected health information.
Your team’s statuses, notes and lists are stored separately for your account and never shown to anyone else.

What public data can’t see, stated plainly: governments and churches don’t file a Form 5500, most plans under 100 participants don’t either, “level-funded” is an estimate, and filings lag one to two years. GroupScout says so wherever it matters.

See it on your territory

We’ll rank the employers in your states and walk through a brief with you.

A 30-minute demo on your own states. Pilots run 60 days.