Build a pipeline of small and mid-market employer groups before renewal season — with automated outreach that reaches HR directors and business owners at scale.
New to JYNI? Product overview · Features & workflow · Lead-gen playbooks
Employee benefits brokers who grow consistently don't rely on carrier referrals and incumbent renewals alone. They prospect proactively — reaching HR managers, CFOs, and business owners at companies that match their sweet spot before the renewal conversation with the incumbent broker. JYNI helps benefits brokers identify employer groups by employee count and industry, automate personalized outreach, and track every opportunity through your pipeline so no hot account falls through the cracks.
Agents mine verified owners in your territory — with checked direct phone, email, and website. Owner-direct, not a shared list five other people already bought.
JYNI writes and sends your sequence from warmed, managed domains, then sorts every reply — booking the interested ones so you get to them first.
On-brand posts across your channels keep you visible between touches — so when they're ready, you're the name they already know.
Most group health plans renew January 1 or July 1. Launching outreach to target employer groups 5–7 months before their likely renewal window — when they're evaluating their broker relationship — maximizes conversion timing.
Benefits decisions are made by HR directors at larger companies and by the owner or CFO at smaller ones. Targeting these decision-makers by job title and company size — with messaging specific to their employee count and industry — outperforms generic broker pitches by 4×.
Companies that recently crossed the 50-employee threshold are entering the fully-insured group market for the first time and don't have an established broker relationship. This is the highest-converting prospecting segment for employee benefits.
Industries with specialized benefits needs — restaurants (turnover), construction (workers comp integration), tech (equity-adjacent benefits) — respond better to brokers who demonstrate vertical expertise.
JYNI identifies employers by employee count, industry, and geography — then runs personalized email sequences timed to the benefits renewal calendar.
Filter prospects by employee count (your sweet spot), SIC code, and geography to build highly qualified lists of employer groups in your ideal case size range.
Log estimated renewal dates for prospects and trigger automated outreach sequences 5–7 months before renewal — so you're in the conversation before the incumbent sends their renewal.
JYNI enriches employer records with the HR director, CFO, or owner contact info so your outreach reaches the actual benefits decision-maker — not the office manager.
Track every prospect by estimated employee count, plan tier, and deal stage — so you always know which cases are worth prioritizing.
Small group (2–50 employees) for fully-insured, and 50–250 employees for self-funded and level-funded cases. Filter JYNI campaigns by employee count to match your target case size and carrier markets.
JYNI doesn't have direct access to policy data, but you can target employers by industry and size in Q2 (for July 1 renewals) and Q3 (for January 1 renewals) when the timing is most relevant.
Yes. Build separate campaigns for industries where you have carrier relationships and case studies — restaurants, construction, professional services — with vertical-specific messaging for each.
Lead with value — a benchmark analysis, a benefit cost audit, or a specific insight about their industry's benefits trends — rather than a straight solicitation. JYNI's templates are designed to lead with education and credibility.
Start free. 100 credits, no card. Verified owners, reached on autopilot.