Insights

Client Retention Strength MBI demonstrates a high client retention rate (98%), indicating strong client satisfaction and a loyal base. Sales opportunities lie in expanding partnerships with current clients through additional advisory services, renewals, and annual plan reviews.

Compliance Expertise MBI emphasizes staying ahead of changing compliance issues and offering subject matter expertise. This presents opportunities to upsell advanced regulatory risk assessments, ongoing compliance monitoring, and training programs for mid-Atlantic clients facing evolving benefit and payroll regulations.

Strategic Alliance The partnership with United Benefit Advisors extends MBI’s solutions with a broad network of independent benefit firms. Potential sales angles include cross-referrals, bundled service offerings, and co-marketing to reach additional mid-market clients seeking comprehensive benefits advisory.

Mid-Atlantic Focus MBI specializes in the Mid-Atlantic and beyond, suggesting a deep regional footprint. Targeted growth opportunities include enterprise benefits programs for regional employers, multi-site implementations, and scalable benefits platforms tailored to Virginia and neighboring states.

Technology Stack MBI utilizes standard office tech and analytics tools (Microsoft 365, Google Analytics, Google Tag Manager). This indicates readiness for data-driven benefits optimization projects, such as actuarial analytics, ROI dashboards, and digital onboarding enhancements that can be packaged into a modernized benefits solution.

Managed Benefits, Inc. Tech Stack

Managed Benefits, Inc. uses 8 technology products and services including oEmbed, Network Solutions, Microsoft Excel, and more. Explore Managed Benefits, Inc.'s tech stack below.

  • oEmbed
    Dev Tools
  • Network Solutions
    Domain Name Services
  • Microsoft Excel
    Editors
  • Microsoft 365
    Email
  • Barracuda Email Protection
    Email Security
  • Lodash
    Javascript Libraries
  • Really Simple SSL & Security
    Security
  • YouTube
    Video Players

Managed Benefits, Inc.'s Email Address Formats

Managed Benefits, Inc. uses at least 1 format(s):
Managed Benefits, Inc. Email FormatsExamplePercentage
FLast@managedbenefits.comJDoe@managedbenefits.com
80%
Last@managedbenefits.comDoe@managedbenefits.com
13%
First.Last@managedbenefits.comJohn.Doe@managedbenefits.com
4%
FirstLast@managedbenefits.comJohnDoe@managedbenefits.com
3%

Frequently Asked Questions

What is Managed Benefits, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Managed Benefits, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Managed Benefits, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Managed Benefits, Inc.'s official website is managedbenefits.com and has social profiles on LinkedIn.

How much revenue does Managed Benefits, Inc. generate?

Minus sign iconPlus sign icon
As of August 2026, Managed Benefits, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Managed Benefits, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Managed Benefits, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Managed Benefits, Inc. have currently?

Minus sign iconPlus sign icon
As of August 2026, Managed Benefits, Inc. has approximately 21 employees across 1 continents, including North America. Key team members include President: N. C.Owner: S. O.Health Advocate- Client Services Manager: M. J. M. M.. Explore Managed Benefits, Inc.'s employee directory with LeadIQ.

What industry does Managed Benefits, Inc. belong to?

Minus sign iconPlus sign icon
Managed Benefits, Inc. operates in the Financial Services industry.

What technology does Managed Benefits, Inc. use?

Minus sign iconPlus sign icon
Managed Benefits, Inc.'s tech stack includes oEmbedNetwork SolutionsMicrosoft ExcelMicrosoft 365Barracuda Email ProtectionLodashReally Simple SSL & SecurityYouTube.

What is Managed Benefits, Inc.'s email format?

Minus sign iconPlus sign icon
Managed Benefits, Inc.'s email format typically follows the pattern of FLast@managedbenefits.com. Find more Managed Benefits, Inc. email formats with LeadIQ.

When was Managed Benefits, Inc. founded?

Minus sign iconPlus sign icon
Managed Benefits, Inc. was founded in 1992.
Managed Benefits, Inc. logo

Managed Benefits, Inc.

Financial ServicesVirginia, United States11-50 Employees

Managed Benefits, Inc. (MBI) is a privately owned financial services consulting firm based in Glen Allen, Virginia, serving the Mid-Atlantic region and beyond. The company employs between 11 and 50 people. MBI emphasizes a client-centered approach, aiming to listen to clients, understand their needs, and provide custom-tailored services grounded in subject matter expertise. A distinguishing feature is its staff, who are certified, licensed, bonded, and receive ongoing training to stay ahead of compliance issues, and the firm maintains a partnership with United Benefit Advisors to offer innovative, customizable, and cost-efficient solutions. The organization reports a 98% client retention rate.

Section iconCompany Overview

Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1992
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Managed Benefits, Inc.'s revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Managed Benefits, Inc.'s revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.