The Ultimate Sales Tool for Insurance Carriers
BenefitFlow is the preferred go-to-market platform for teams who want to grow smarter & faster
Trusted by thousands of industry leaders
Trusted by thousands of industry leaders
Precision prospecting for Carriers
Stay ahead of the competition with differentiated insights
Access deep, AI-powered insights that you can’t get elsewhere, helping you to differentiate in a crowded market.
Find the right brokers faster with office-level intelligence
BenefitFlow shows you exactly which brokers and office locations work with your ideal employers so your outreach is focused and efficient.
Nail your outreach with powerful market signals
Know when to engage and what to say. BenefitFlow helps you cut through the noise with timely, personalized messaging that lands.
Integrates with your existing tech-stack
Automatically maintain and enrich data in your CRM so you can spend more time on what matters – closing deals.
Alegeus transformed prospecting with BenefitFlow
"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
Everything Carriers need to win in the Benefits Ecosystem
BenefitFlow is the turn-key platform built specifically for the
benefits market, combining market intelligence, decision-maker data,
and AI insights.
benefits market, combining market intelligence, decision-maker data,
and AI insights.
Laser-focused targeting for carriers
By mapping the entire benefits ecosystem—brokers, offices, employers, and decision-makers—we eliminate the guesswork and help you identify the opportunities you’re most likely to win.
Broker-to-Employer Mapping: See exactly which broker offices are tied to which employer groups
Form 5500 Filters: Target by employer size, funding status, industry, geography, insurance product mix, and more
Signal Filters: Uncover gaps and pain points in current benefit plans with AI Insights from sources beyond the Form 5500
Build the right relationships with the right brokers
In the broker channel, relationships win deals.
BenefitFlow delivers accurate, up-to-date contact information for Verified Producers to help your team pinpoint and engage the right partners.
Filter on Influence: Pinpoint producers at the right offices based on region, employer fit, and book-size.
VerifyPro: Pulling from state licensing databases, BenefitFlow confirms which brokers are appointed with your carrier partners—or your competitors.
Actionable benefits insights far beyond the 5500
Deep Research analyzes millions of employee reviews and web pages to provide game-changing insights that identify perfect prospects.
Benefit ratings & Employee Sentiment: Understand how employees truly feel about their benefit package
Detailed plan design: Explore how to position your solution by analyzing currently engaged vendors and carriers
Recent changes to offered benefits: Monitor recent shifts in benefits offerings to time outreach and guide your pitch.
Linked data sources: Understand where data is coming from and go deeper within the original sources
No-code integrations that plug into your key systems
BenefitFlow integrates effortlessly with the tools you rely on, ensuring your workflows are streamlined and your data stays current.
Native HubSpot CRM integration
Native Salesforce CRM integration
Bi-directional sync to keep records current