In this edition of ‘The Current,’ we’re thrilled to announce another BIG product announcement! We also have a few other goodies towards the bottom of the email. For those of you who missed us last month, you can find another big announcement here. Thanks for choosing BenefitFlow, and we can’t wait to see what you’ll achieve with some of these new updates!
Ditch the spreadsheets and save countless hours of manual work. With our new Salesforce integration, you can push broker contacts directly to Salesforce while avoiding duplicates and ensuring contacts are parked at the right office locations in your CRM.
Key Benefits:
🆕 Sync with confidence: intelligently identify net-new vs. pre-existing records and avoid pushing duplicates to your CRM
🧹 Cleanup stale data: identify stale records in your CRM and push corrections with the click of a button
🏢 So many offices: BenefitFlow’s CRM integration is custom-built for the broker market and automatically handles the relationship between parent accounts (brokers) and child accounts (office locations)
We are excited to announce the launch of BenefitFlow University, our brand-new 12-part video series designed to help you master the ins and outs of BenefitFlow. Whether you're just getting started or looking to dive deeper into advanced concepts, our comprehensive guides have you covered.
✅ Filter on zip codes (and a radius around a zip code)
✅ Filter on VerifyPro - license types and carrier appointments for broker contacts