BenefitFlow December 2025 Update: Retirement and P&C are here

BenefitFlow Users,
‍This month we’re excited to introduce two major additions to the platform: the Retirement Intelligence Module and the P&C Intelligence Module. Together, they bring even deeper visibility into employer benefits, performance, and risk — all in one place.

Here’s what’s new 👇
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Retirement Intelligence Module

A complete view of employer retirement offerings.Gain instant insight into how each employer’s retirement plans are structured and performing, with standardized Form 5500 data integrated directly into the employer profile.

Highlights:

• Full view of plan design, assets, participation, and provider relationships
• Clear compliance indicators and year-over-year trends
• Search filters for plan type, features, providers, assets, and flags
• Connected with Financial Security insights in Deep Research for a 360° perspective

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P&C Intelligence Module

See benefits and P&C together in one workflow.

The new P&C module brings workers’ comp, OSHA, and DOT data into BenefitFlow — making it easy to understand an employer’s risk profile alongside their benefits.Highlights:

• Workers’ comp carrier, broker, renewal timing, and X-Mod
• OSHA and DOT inspections, violations, penalties, and long-term trends
• Unified view of benefits + P&C inside every employer profile
• New filters for WC renewals, carriers, X-Mod, OSHA activity, and DOT history

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Other Enhancements

• Improved filters for EIN, retirement, and P&C datapoints
• Expanded employer contact filters (primary broker size, office location, and name)
• Updated list view prioritizes user-created lists first
• and more!

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Thanks for reading!

We hope you're as excited as we are about these powerful new additions to BenefitFlow! If you have any questions, please don't hesitate to reach out.

- The BenefitFlow Team