Resources

BenefitFlow May Update

Written by BenefitFlow Team | Jul 1, 2024 7:58:14 PM

Hey Everyone,

We've been hard at work enhancing BenefitFlow with powerful new capabilities to supercharge your prospecting efforts. Prepare to take your outreach to new heights as we unveil our latest releases. Additionally, we're thrilled to introduce our first-ever BenefitFlow newsletter, designed to keep you informed on product updates, industry insights, and valuable resources. Let's explore what's new!

 

Product Updates

 

🔍 VerifyPro: Next-Level Producer Targeting

Pinpointing the right producers can be challenging. VerifyPro solves this by enriching our broker contacts with licensing data from the Department of Insurance, enabling laser-focused producer targeting.

Key Benefits

🔎  Accurately identify benefits producers, avoiding unproductive conversations with property & casualty producers

🏢  Target producers that work with specific carriers (great for carriers and vendors who partner with carriers

⭐  Efficiently find producers with the largest books of business

 

 

🔍 Employer Contact Data: Complete Benefits Market Access

We're excited to roll out employer contact data! Our vision is to provide a comprehensive view of the employee benefits market. Whether selling to brokers, employers directly, or a mix of both, BenefitFlow is now your single solution (bye redundant tools!)

Key Benefits

⭐ Seamlessly identify the benefits decision-makers at employers

🎯 Target specific roles like 'Total Rewards' or 'CFO' using advanced filters

📃 Add contacts to lists and export to Excel (push to Salesforce coming soon)

 

 

Other Enhancements

✅  Expanded broker contact database with thousands of new contacts

✅  Ability to exclude options from filters (e.g., employers not offering life insurance)

✅  Number of employees filter now accepts specific employee count values