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The BenefitFlow Difference
Purpose-built for benefits vendors and carriers
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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Finally, a prospecting tool built for the way you sell
Dive into a world of unparalleled data coverage, providing profiles for every employer and broker within your target market. Armed with market insights and verified contact info, your sales teams can confidently forge new connections and win new customers.
Prospect in expert mode with filters built for the benefits industry
BenefitFlow’s advanced filters are tailored to the way you sell. Filter down to the opportunities where you have the greatest chance of winning, with parameters like renewal date, insurance products offered, carriers, covered lives and much much more.
Remove the guesswork from producer targeting
Pinpointing benefits producers is painful... VerifyPro solves this by enriching our broker contacts with licensing data and carrier appointments from the Department of Insurance, enabling laser-focused producer targeting.
Trying to reach employers directly? We also have you covered. Target specific roles like 'Total Rewards' or 'CFO' and access verified emails and phone numbers.
Export a goldmine of information directly into Salesforce
BenefitFlow’s Salesforce integration puts an end to tedious manual entry & missed opportunities. Your team can build lists of leads and seamlessly push them directly into Salesforce in seconds, ensuring that time is spent on building out pipeline, not data entry.
AI-powered insights that go beyond the Form 5500
The Form 5500 has been a mainstay for benefits professionals for decades, but it only tells a piece of the story. BenefitFlow AI consumes a wealth of information across the internet to provide game-changing insights into an employer’s benefits package.
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