BenefitFlow

An AI sales assistant for benefits & insurance professionals

Prospect, research, and draft outreach to your ideal customers in minutes, not hours

Book a demo
FlowPilot platform overview

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

BenefitFlow's AI Assistant

Made for benefits and insurance

Made for benefits and insurance

FlowPilot is trained on the industry's most complete and accurate dataset. Hundreds of data sources spanning Benefits, P&C, retirement, and more.

Prospect in plain language

Prospect in natural language

Ditch the filters and describe the accounts you're looking for. FlowPilot works with you to refine and build targeted lists.

Built to act, with you in control

Built to act, with you in control.

You describe the outcome, FlowPilot executes the legwork. Prospecting just went from hours to minutes.

Ask a question. Get an answer. Take action.

Conversational prospecting preview

Conversational Prospecting

Build Target Lists By Describing Them

Prospect in plain language by describing the accounts that fit your ideal customer. Instantly build lists to research deeper or sync to your CRM.

Customer’s ask: "Show me all self-funded employers who are based in Michigan with 500-1,000 employees, and operate in Retail."

Instant Account Intelligence

Surface the Signals That Matter On Every Account

Ask FlowPilot about any company to view a research brief in the chat, alongside the insights that drive meaningful conversation, including:

  • Buying signals
  • Benefits plan insights & history
  • Broker relationship & activity

Customer’s ask: "Pull a research brief on Company X with a focus on how employees view their dental benefits and any other key buying signals"

Account intelligence preview
Personalized outreach preview

Outreach Written for the Moment

Draft Outreach That Leads to Outcomes

Instantly identify the right decision-makers and have FlowPilot craft personalized outreach built for them.

Customer’s ask: "Create a personalized outreach email to Company X’s HR Manager. Include renewal date timing and their low Dental benefit rating in my message."

Explore FlowPilot

GTM in minutes, not hours

See how FlowPilot researches accounts, surfaces buying signals, and drafts your next move in the time it takes to grab a coffee.

By submitting this form, you agree to receive communications from BenefitFlow. You can unsubscribe at any time.

FAQ

Who can use FlowPilot — brokers, carriers, or vendors?+
All three. FlowPilot is built for everyone in the benefits ecosystem. Brokers use it to accelerate prospecting, territory planning, and personalized outreach. Benefits vendors and carriers use it to discover and compare brokers, benchmark against peers, and identify benefits gaps.
How does natural language search work for benefits prospecting?+
Instead of building complex filters or Boolean queries, you describe the accounts you’re looking for in plain English — combining location, company size, industry, funding type, specific benefits, and more. FlowPilot interprets the request, refines it with you, and instantly builds a targeted list you can research further or sync to your CRM.
Can vendors use it to find companies with specific benefits gaps?+
Yes. Vendors and carriers can target ideal companies and brokers by funding type, industry, specific benefits gaps, and more — surfacing organizations whose current benefits leave room for your product, along with the decision-makers to reach.