BenefitFlow

One Tool To Rule Them All

BenefitFlow unifies game-changing market intel with best-in-class contact data—giving growth teams everything they need to sell smarter and faster.

Product screenshot

Trusted by thousands of industry leaders

Aflac
Anthem
EyeMed
GIS Benefits
Hinge Health
Hub International
IMA Corp
Liberty Mutual
Lucent Health
Luminare Health
Nayya
Talkspace
Truveris

Optimized Workflows

for Revenue Teams

The modern go-to-market platform for benefits vendors, carriers, and brokers. Target good-fit benefits buyers at the right time, with the right message - all in one system.

Navigate your market like a pro

Navigate your market like a pro

Get a real-time view of every employer, broker, and producer in your space—so your team can focus on the best-fit prospects, build stronger relationships, and close more deals.

Prospect in expert mode

Uncover your ideal customer faster with filters built for the benefits industry, like renewal dates, funding arrangement, carriers, covered lives and much more.

Prospect in expert mode
Export a goldmine of data to your CRM

Export a goldmine of data to your CRM

BenefitFlow integrates effortlessly with the tools you rely on, ensuring your workflows are streamlined and your data stays current.

AI-POWERED INSIGHTS & SIGNALS

Game-changing intelligence

for future-thinking sales teams

Pinpoint the right producers with VerifyPro

Finding qualified benefits producers is painful. Most datasets lack key details or include irrelevant P&C brokers. VerifyPro enriches broker contacts with licensing info, carrier appointments, and book size—so you can focus on the right people.

  • Identify Benefits-Only Producers – Avoid wasted outreach to P&C brokers and connect directly with the right decision-makers
  • Find Top Producers by Book Size – Focus on brokers with the largest books of business to maximize deal potential
Verified Producer
Ethan A.

Ethan A.

Life

24 Carrier Appointments in 6 States

Verified Producer
William Gates

William Gates

Health & Life

28 Carrier Appointments in 7 States

Verified Producer
J

James K.

P&C

18 Carrier Appointments in 4 States

Verified Producer
Nancy Paxton

Nancy Paxton

Health & Life

15 Carrier Appointments in 3 States

Go beyond the numbers, understand Employee Sentiment

Form 5500 data tells only part of the story. BenefitFlow AI scans millions of webpages to reveal how employees truly feel about their benefits, providing deeper insights into benefit packages.

  • Reveal What's Missing - Discover benefits not captured in Form 5500 filings, like wellness programs, fertility benefits, mental health offerings, and more
  • Gauge Employee Sentiment - Identify pain points and gaps in an employer's benefits package so you can tailor your pitch with precision
Negative Sentiment
Family

There are limited mentions of specific support for elder care or childcare benefits.

Negative Sentiment
Health Plan

Some employees report high deductibles and out-of-pocket costs, particularly for family coverage.

Negative Sentiment
Health Plan

Eligibility requirements (average 25-30 hours/week) can be challenging for some part-time workers to meet.

Positive Sentiment
Family

Wide network of providers and comprehensive coverage for many medical needs.

Alegeus transformed prospecting with BenefitFlow

Alegeus logo
"Our prospecting process was inefficient. Since BenefitFlow, we've been able to sunset tools like Zywave and ZoomInfo. It's been incredibly valuable from both an information access and time-saving standpoint."

Brandon Ayers

Head of Sales

200%

Improvement to Win Rate

Less than half

as much time spent prospecting

50% more

first-time meetings booked

Get started

Build momentum across your revenue team today

Ditch the legacy tools, close the extra browser tabs, and access the market intelligence you need - all in one place.