"BenefitFlow helps us effectively target key markets, providing valuable insights into agencies and their client profiles."
Gina D.
VP, Consultant Partnerships
Talkspace
Simple & built to scale with your team
Choose the plan that fits your needs. From growing teams to enterprise organizations, every plan includes the entire BenefitFlow database with verified contacts and actionable market intelligence.
Premium
Get in TouchIncludes
User licenses
Up to 3
Contact credits
5,000
Data
Broker Client Lists & Insights
Verified Producer ContactsConsumes contact credits
Employer Profiles (Benefits, P&C, & Retirement)
3M+ Decision-Maker Employer ContactsConsumes contact credits
Largest Database on the <100 Market
Platform
100+ Benefits & Insurance Filters
Deep Research: Insights Beyond the Form 5500Benefit changes, plan design, and engaged carriers/vendors—all beyond Form 5500 data.
AI-Powered Employee SentimentUnderstand how employees feel about their benefits package based on sentiment analysis across millions of reviews.
BenefitFlow AI CoPilot (coming soon)
Bulk Exports: BrokeragesThe maximum number of records that can be exported at once. For contacts, you can bulk export on any number of contacts if you've consumed a credit on them.
500
Bulk Exports: EmployersThe maximum number of records that can be exported at once. For contacts, you can bulk export on any number of contacts if you've consumed a credit on them.
25,000
Integrations
CRM: Hubspot, Salesforce, & Dynamics
Add-On
CRM Enrichment
—
Bulk Data PortalSecure SFTP access that gives your Data or RevOps team full, unfettered access to BenefitFlow’s industry-leading benefits and insurance database. Receive complete datasets across all objects with scheduled refreshes, designed for large-scale analysis, modeling, and internal system integration.
—
Support & Other Features
Admin Portal
Dedicated Customer Success Manager
Remove Bulk Export Cap
—
Includes
User licenses
Up to 7
Contact credits
20,000
Data
Broker Client Lists & Insights
Verified Producer ContactsConsumes contact credits
Employer Profiles (Benefits, P&C, & Retirement)
3M+ Decision-Maker Employer ContactsConsumes contact credits
Largest Database on the <100 Market
Platform
100+ Benefits & Insurance Filters
Deep Research: Insights Beyond the Form 5500Benefit changes, plan design, and engaged carriers/vendors—all beyond Form 5500 data.
AI-Powered Employee SentimentUnderstand how employees feel about their benefits package based on sentiment analysis across millions of reviews.
BenefitFlow AI CoPilot (coming soon)
Bulk Exports: BrokeragesThe maximum number of records that can be exported at once. For contacts, you can bulk export on any number of contacts if you've consumed a credit on them.
2,500
Bulk Exports: EmployersThe maximum number of records that can be exported at once. For contacts, you can bulk export on any number of contacts if you've consumed a credit on them.
50,000
Integrations
CRM: Hubspot, Salesforce, & Dynamics
CRM Enrichment
Add-On
Bulk Data PortalSecure SFTP access that gives your Data or RevOps team full, unfettered access to BenefitFlow’s industry-leading benefits and insurance database. Receive complete datasets across all objects with scheduled refreshes, designed for large-scale analysis, modeling, and internal system integration.
—
Support & Other Features
Admin Portal
Dedicated Customer Success Manager
Remove Bulk Export Cap
Custom
Enterprise
Get in TouchIncludes
User licenses
Custom
Contact credits
Custom
Data
Broker Client Lists & Insights
Verified Producer ContactsConsumes contact credits
Employer Profiles (Benefits, P&C, & Retirement)
3M+ Decision-Maker Employer ContactsConsumes contact credits
Largest Database on the <100 Market
Platform
100+ Benefits & Insurance Filters
Deep Research: Insights Beyond the Form 5500Benefit changes, plan design, and engaged carriers/vendors—all beyond Form 5500 data.
AI-Powered Employee SentimentUnderstand how employees feel about their benefits package based on sentiment analysis across millions of reviews.
BenefitFlow AI CoPilot (coming soon)
Bulk Exports: BrokeragesThe maximum number of records that can be exported at once. For contacts, you can bulk export on any number of contacts if you've consumed a credit on them.
Custom
Bulk Exports: EmployersThe maximum number of records that can be exported at once. For contacts, you can bulk export on any number of contacts if you've consumed a credit on them.
Custom
Integrations
CRM: Hubspot, Salesforce, & Dynamics
CRM Enrichment
Add-On
Bulk Data PortalSecure SFTP access that gives your Data or RevOps team full, unfettered access to BenefitFlow’s industry-leading benefits and insurance database. Receive complete datasets across all objects with scheduled refreshes, designed for large-scale analysis, modeling, and internal system integration.
Add-On
Support & Other Features
Admin Portal
Dedicated Customer Success Manager
Remove Bulk Export Cap
Custom
Testimonials
Loved by thousands of leaders
"In an industry full of noise, BenefitFlow is our precision instrument"
Robert Ferrone
Head of Revenue Operations & Sales Enablement
Imagine360
"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
Beanstalk
"Excellent value paired with continuous innovation. We also love the new Hubspot integration!"
Amanda V.
AVP, Broker Partnerships
Healthee
"Intuitive interface delivering fantastic, high-value information for our needs."
Rich B.
CEO
Omega Benefits
"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)
Wellright
"BenefitFlow is amazing tool that constantly evolves to support our business. Their team is also great to work with!"
Monica F.
Senior Director, Consultant Relations
"BenefitFlow helps us effectively target key markets, providing valuable insights into agencies and their client profiles."
Gina D.
VP, Consultant Partnerships
Talkspace
"In an industry full of noise, BenefitFlow is our precision instrument"
Robert Ferrone
Head of Revenue Operations & Sales Enablement
Imagine360
"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
Beanstalk
"Excellent value paired with continuous innovation. We also love the new Hubspot integration!"
Amanda V.
AVP, Broker Partnerships
Healthee
"Intuitive interface delivering fantastic, high-value information for our needs."
Rich B.
CEO
Omega Benefits
"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)
Wellright
"BenefitFlow is amazing tool that constantly evolves to support our business. Their team is also great to work with!"
Monica F.
Senior Director, Consultant Relations
FAQ
Frequently Asked Questions
What are contact credits?+
Contact credits are used when you reveal verified contact information (email addresses and phone numbers) for broker and employer contacts in BenefitFlow. Each time you unlock a contact, one credit is consumed. Credits refresh based on your plan tier—Premium includes 5,000 credits, Ultimate includes 20,000 credits, and Enterprise offers custom credit limits.
Do contact credits expire?+
Contact credits are allocated annually based on your subscription plan. Premium plans include 5,000 credits per year, Ultimate plans include 20,000 credits per year, and Enterprise plans offer custom credit allocations. Unused credits do not roll over to the next subscription period.
What if I exceed my plan's credit limit?+
If you find that your team needs more contact credits than your current plan offers, you can easily upgrade to a higher tier or contact our sales team to discuss custom credit packages. We're here to help you scale your outreach as your business grows.
Are there any setup fees?+
No, there are no setup fees for BenefitFlow. We keep pricing simple and transparent. Your subscription includes full access to the platform, onboarding support, and all the features included in your chosen plan.
What discounts are available?+
We offer discounts for annual pre-payments (as opposed to monthly payments) and discounts for multi-year contracts. Additionally, we can offer contract buyouts for teams looking to migrate from legacy solutions mid-contract.
Does BenefitFlow integrate with my existing CRM?+
Yes! BenefitFlow integrates seamlessly with Salesforce and HubSpot. All plans include premium integrations, allowing you to export data directly to your existing tech stack and keep your contact and company information automatically enriched and up-to-date.
What are bulk export limits?+
Bulk export limits define how many records you can export at once. Premium plans allow up to 500 brokerage exports and 25,000 employer exports. Ultimate plans increase this to 2,500 brokerages and 50,000 employers. Enterprise plans offer custom export limits tailored to your organization's needs.
Can I purchase additional users or credits?+
Absolutely! If you need more users than your current plan includes, you can upgrade to a higher tier or contact us to add additional seats. Similarly, if you need more contact credits, we can customize a package that fits your team's prospecting volume.
What kind of support do you offer?+
All BenefitFlow customers have access to our comprehensive knowledge base and email support. Premium and Ultimate plans include live training webinars and priority support queues. Enterprise customers receive dedicated success managers, quarterly business reviews, live chat support, and phone support to ensure your team maximizes the value of the platform.
How is BenefitFlow different from general sales intelligence tools?+
Unlike generic B2B sales tools, BenefitFlow is purpose-built for the employee benefits industry. We provide specialized data and insights you can't find elsewhere—like insurance carrier relationships, broker client lists by office location, renewal dates, covered lives, and benefits-specific market signals. Our platform helps you identify and reach the right decision-makers in the benefits ecosystem with precision and context.
What if I want something custom?+
We work with teams of all sizes and understand that every business has unique needs. If you require custom credit allocations, user limits, export volumes, or specialized features, please contact our sales team. We'll work with you to create a tailored solution that helps you achieve your go-to-market goals.
What if I have more questions or need support?+
We're here to help! Check out our Knowledge Base for helpful articles and guides, reach out to our customer support team via email, or contact our sales team for questions about plans and pricing. We're committed to ensuring you have a great experience with BenefitFlow.
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Join thousands of benefits professionals who trust BenefitFlow to power their go-to-market strategy.