Entity and client profiles

What a profile is

Every name you see in Benchmarks is tappable. Behind each one is a profile: your own view of that entity, laid over what the rest of the network experiences with it. A profile is where a benchmark stops being a number on a list and becomes a read on one specific vendor, carrier, TPA, or piece of equipment you actually deal with.

There are two profile shapes, depending on what you tapped:

• Entity profiles cover things you buy or use: software vendors, equipment brands and the units under them, subcontractors, suppliers. These open the full vendor or equipment detail, the same one you get from the Vendors or Equipment section.
• Client profiles cover the counterparties who pay you: carriers and TPAs. These lead with your money and your standing versus the network.

Both answer the same question from your seat: how is this relationship actually going for me, and how does that compare to operators like me?

How you open one

You reach a profile by tapping a name anywhere it appears in the Benchmarks section.

1. 1Open Benchmarks.
2. 2On the Ratings tab, tap a rated vendor, process, or piece of equipment, or tap a carrier or TPA in the Carriers & TPAs league.
3. 3The panel slides open. If the entity supports it, a Profile tab sits alongside its Score & Benchmarks view.
4. 4Switch to Profile to see your own data on that entity.

The Score & Benchmarks view is always available even when your Profile is empty, so you can read the network's take on an entity before you have any history with it yourself.

Entity profiles (vendors and equipment)

When you open the Profile tab on a vendor or an equipment brand, Verinode resolves your relationship with it and mounts the full detail view: your score breakdown, your spend, linked decisions, alternatives, and related processes, exactly as the dedicated page shows them.

For equipment, a profile shows one representative unit, the most recently purchased active one. If you own more than one unit of that product, a line at the top reads "Showing 1 of N units of this product in your fleet" so you know you are looking at a sample, not the whole inventory.

If you do not use the entity yet, the Profile tab shows an empty state rather than a blank panel:

• Vendor you have not added: "{name} isn't in your stack right now," with a note that Score & Benchmarks is still available on the previous tab, and an Add to your stack button.
• Equipment you do not own: the same shape, with an Add to your fleet button.
• Renamed or merged entity: "We couldn't locate this entity in the catalog. It may have been renamed or merged."
• Signed out: "You need to be signed in to see this profile."

To learn how the headline rating on a vendor is built, see The Verinode Score.

Client profiles (carriers and TPAs)

Carrier and TPA profiles adapt to whether you already work with the client. There are two modes.

When you work with them

A populated client profile leads with your money, then works outward to the network read. You will see, in order:

• Cash & concentration: what they owe you right now, open jobs, aging buckets (0 to 30, 31 to 60, 61 to 90, and 90 plus days), how much of your trailing 90 day revenue rides on this one client, and your days to pay against your own 12 month baseline, including any drift and what that drift costs you in carry.
• Margin & supplement performance: your margin on this client versus your portfolio, your supplement approval rate versus the peer median, average cycle days, and the dollar opportunity if you matched peer supplement rates.
• Where you stand vs network: cohort medians for this client across the network, your value next to each, the typical fast to slow spread, and whether you sit above or below.
• What {name} cuts: how this named client treats specific line items across operators like you, split into pushback worth fighting versus pushback built into the policy, the lines they cut most, and the contradiction (lines they cut on your estimate but pay most of the time across the network, which is your citation).
• Open friction: signals currently flagged on the client, each with an estimated dollar impact and a link to discuss it.
• About: catalog facts on who they are: A.M. Best rating, complaint index, market share, headquarters, parent company, and lines of business or coverage.
• Programs & eligibility: programs you are enrolled in, programs they run that you are not in yet, and a tier by tier eligibility check that tells you where you qualify, where you are partial, and where you are not eligible yet.
• Recent activity: the last events Verinode tracked on the client.

For a TPA that has scorecards on file, the profile leads instead with a scorecard hero: your latest score, the peer median, and how far above or below it you sit.

At the bottom, a Stop tracking control lets you drop the relationship.

When you do not work with them yet

A recruit mode profile leads with learning about the client instead of your money. It opens with "You don't currently work with {name}," tells you how many peers in the network have data on them, then shows: who they are, how peers your size experience them (payout times and spread, supplement rates), the line item pushback read, how peers handle friction, any programs you already match, and the eligibility check. It closes with a Track this carrier or Track this TPA button next to Discuss with agent.

If the network does not have enough peer data yet, you will see: "Verinode doesn't have enough peer data on {name} yet to give you a cohort read. Once 3+ peers contribute jobs with them, network medians land here automatically."

Tracking a client

Tracking is what turns a recruit mode profile into a populated one. Tapping Track this carrier or Track this TPA creates your relationship with that client, the same way adding a carrier or TPA does anywhere else in the platform.

1. 1Open a carrier or TPA you do not work with yet. The profile opens in recruit mode.
2. 2Tap Track this carrier or Track this TPA.
3. 3The button confirms: "Now tracking, close + reopen to see the full profile."
4. 4Close and reopen the profile. It now loads in populated mode with your cash, margin, and standing.

To stop tracking, open the populated profile and use the Stop tracking control at the bottom.

Reading a profile well

• Lead with the money, then the network. On a client you work with, the cash and concentration read is about your business today. The network sections tell you whether your experience is normal or an outlier.
• Watch concentration. A single client carrying more than a small slice of your trailing revenue is a risk worth naming, and the profile colors it for you.
• Treat thin peer reads as early signals. A cohort that just clears the floor is a real data point, not the last word. Profiles mark these so you never carry a thin number into a negotiation as gospel.
• Use the contradiction. When a client cuts a line on your estimate that the network shows they pay most of the time, that is your evidence to push back.

Related

• Benchmarks overview
• Peer ratings and reviews
• The Verinode Score: the rating on vendors and entities
• Reading a benchmark