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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.
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Trusted by thousands of industry leaders
Trusted by thousands of industry leaders

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

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.

Data sources & coverage

Prospect in expert mode

Uncover your ideal customer faster with industry filters built for the benefits industry, like renewal dates, insurance products, carriers, and covered lives.

Industry-specific platform

Export a goldmine of data to your CRM

Hubspot & Salesforce Integrations

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

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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 and carrier data for effortless targeting.
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
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Positive Sentiment
Wellness

Employees appreciate the availability of mental health support through the EAP.

Insight
Financial

Multiple investment options available through Fidelity for retirement planning.

Negative Sentiment
Family

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

Insight
Family

Fertility benefits through Progyny added to health plans at no additional cost.

Insight
Health Plan

Multiple health plans offered, including Blue Cross Blue Shield, Cigna, and Aetna.

Positive Sentiment
Family

Paid parental leave for both birthing and non-birthing parents.

Insight
Financial

Employer offers a 401(k) plan through KeyBank with immediate vesting for the company match.

Insight
Health Plan

Aetna is the primary carrier for this employer's health insurance plans.

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.

Negative Sentiment
Financial

New RBA system ties returns to Treasury yields, which may limit growth potential compared to market investments.

Positive Sentiment
Financial

The 401(k) plan offers a generous company match, with some employees reporting up to 8% matching.

Verified Producer
Ethan A.
Life

24 Carrier Appointments in 6 States

Verified Producer
Chloe V.
P&C

13 Carrier Appointments in 3 States

Verified Producer
William G.
Health & Life

28 Carrier Appointments in 7 States

Verified Producer
James K.
Life

21 Carrier Appointments in 6 States

Verified Producer
Olivia N.
Health

17 Carrier Appointments in 4 States

Verified Producer
Sophia W.
P&C

10 Carrier Appointments in 1 State

Verified Producer
John S.
Life

18 Carrier Appointments in 5 States

Verified Producer
Daniel M.
Health & Life

30 Carrier Appointments in 8 States

Verified Producer
Robert C.
Life

19 Carrier Appointments in 5 States

Verified Producer
Laura P.
Health

22 Carrier Appointments in 6 States

Verified Producer
Jessica H.
P&C

12 Carrier Appointments in 2 States

Verified Producer
Michael B.
Health & Life

25 Carrier Appointments in 7 States

Verified Producer
Emily R.
P&C

15 Carrier Appointments in 4 States

Verified Producer
David L.
Health & Life

23 Carrier Appointments in 6 States

Verified Producer
Sarah T.
Health

20 Carrier Appointments in 3 States

Positive Sentiment
Wellness

Employees appreciate the availability of mental health support through the EAP.

Insight
Financial

Multiple investment options available through Fidelity for retirement planning.

Negative Sentiment
Family

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

Insight
Family

Fertility benefits through Progyny added to health plans at no additional cost.

Insight
Health Plan

Multiple health plans offered, including Blue Cross Blue Shield, Cigna, and Aetna.

Positive Sentiment
Family

Paid parental leave for both birthing and non-birthing parents.

Insight
Financial

Employer offers a 401(k) plan through KeyBank with immediate vesting for the company match.

Insight
Health Plan

Aetna is the primary carrier for this employer's health insurance plans.

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.

Negative Sentiment
Financial

New RBA system ties returns to Treasury yields, which may limit growth potential compared to market investments.

Positive Sentiment
Financial

The 401(k) plan offers a generous company match, with some employees reporting up to 8% matching.

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
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How BenefitFlow is Transforming 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.
Explore Case Studies

20%

Reduction in Time To Close

200+

‍Broker Meetings Booked

85%+

Success Rate in Targeting Relevant Contacts

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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