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The Ultimate Sales Tool for Benefits Professionals

BenefitFlow is the preferred go-to-market platform for vendors, carriers, and brokers who want to grow smarter & faster
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Trusted by thousands of industry leaders
Trusted by thousands of industry leaders

Find more opportunities. Reach more decision makers.
Win more customers.

360º view of the benefits landscape

Access a map of the benefits market, whether you’re selling to employers or through brokers

Know your market, fill your pipeline

Leverage advanced filtering and AI-driven insights to pinpoint your next customers

Simplify your tech stack with no-code integrations

Streamline your workflow in a turnkey platform that connects to your CRM
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“In an industry full of noise, BenefitFlow
is our precision instrument”

Robert Ferrone

Head of Revenue Operations & Sales Enablement, Imagine360
Carriers
Vendors
Brokers

Maximize your Broker Relationships

Stand out to brokers with actionable insights. BenefitFlow helps carrier reps uncover new opportunities and strengthen existing relationships.
Access a complete broker map of every office, the clients they serve, and the producers on each team
Strengthen existing relationships with targeted data to collaborate more effectively with your best-performing brokers
Identify new growth opportunities across untapped agencies, offices, and producers

Master Both Sides of the Benefits Market

Stop treating every broker the same. BenefitFlow empowers you to craft bespoke strategies that build broker partnerships while driving employer demand.
Find the right brokers faster by identifying the firms, offices, and producers that influence your ideal customers and focus on the partnerships that matter
Maintain a direct line to employers to drive pull-through demand, even when brokers aren’t fully engaged
Prioritize the highest-impact relationships using data-driven insights to align your outreach with the producers and HR buyers that will move the needle

Close More Deals, Faster

Juggling existing clients while growing your book of business is tough. BenefitFlow helps you find, connect, and convert the right employers with AI-driven insights and seamless automation.
Find high-value prospects faster with advanced filters and AI-driven employer insights, so you always reach the right buyers at the right time
Connect with decision-makers using accurate contact info for benefits managers, HR leaders, and C-suite execs, turning cold outreach into warm conversations
Automate CRM syncing with plug-and-play integrations, eliminating manual data entry and keeping your pipeline fresh
Sales Leaders
Marketers
RevOps

Making Heroes out of Sales Leaders

Sales teams are under constant pressure to hit ambitious targets. BenefitFlow simplifies prospecting, so you can focus on closing more deals
Target high-value prospects with advanced filtering, prioritizing the accounts most likely to convert
Engage decision-makers with accurate, up-to-date contact info for verified producers and HR buyers
Lead with expertise by using AI-powered insights and trends to anticipate needs and guide conversations with confidence

Connect with the Benefits Market at Scale

Generating qualified leads is hard—cutting through the noise is even harder. BenefitFlow helps you pinpoint, personalize, and pass off high-intent prospects to sales.
Reach prospects with the strongest need by filtering attributes like renewal dates, coverage gaps, or employee sentiment
Access decision-maker data and create tailored campaigns that resonate with verified producers and HR buyers
Ensure smoother handoff between marketing and sales by sharing market intelligence and keeping teams aligned

Simplify Your Tech Stack

RevOps is tasked with supercharging growth teams, but clunky workflows often get in the way.  BenefitFlow centralizes critical data and syncs with your CRM, unifying your revenue operation.
Maintain clean, accurate records with an industry-standard dataset that keeps company, office, and people data current
Create a single source of truth that ensures smooth handoffs, shared goals, and clear accountability across revenue teams
Replace fragmented tools with a single, modern platform—no more stitching together miEdge for company data and ZoomInfo for contacts.

Results from leading revenue teams

Explore case studies
Our time-to-close decreased by 20% since implementing BenefitFlow's precision targeting.
Michael Lomonaco Director of Marketing & Business Development, HealthBar
BenefitFlow has allowed us to craft specific strategies for each brokerage rather than treating them all the same.
Aaron Oaks Chief Executive Officer, United Pet Care
On your system, we can go right to who we want to specifically target, saving us tons of time.
Robert Ferrone VP of Sales, Imagine360

The BenefitFlow Difference

Purpose-built for teams that sell through benefits brokers and/or direct-to-employer

Client lists for every benefits brokerage, detailed by office location

Verified emails and phone numbers for the producers at each office location

Contact info for the benefits decision makers at employers

Expert-mode prospecting with industry-specific filters

No-code Salesforce integration

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Customers love BenefitFlow

"Intuitive interface delivering fantastic, high-value information for our needs."

Rich B.

CEO
"Exceptional customer service and a platform that continues to evolve based on user feedback. We've seen numerous valuable updates over the past two years."

Sandi E.

Sr. Director, Chief of Staff (Growth)
"User-friendly tool with consistently accurate data. The company is also terrific and really cares what the users say - I am a fan!"

Cheryl T.

Co-founder & Chief Revenue Officer
"BenefitFlow helps us effectively target key markets, providing valuable insights into agencies and their client profiles."

Gina D.

VP, Consultant Partnerships
"BenefitFlow is an amazing tool that constantly evolves to support our business. Their team is also great to work with!"

Monica F.

Senior Director, Consultant Relations
"Excellent value paired with continuous innovation. We're also excited about the upcoming Hubspot integration!"

Amanda V.

VP, Enterprise Partnerships
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Trusted by thousands of industry leaders