BenefitFlow Users,
Today we’re launching FlowPilot, the AI Sales Assistant built for benefits and insurance. It’s the biggest leap we’ve made in helping our customers find and win business.
Just describe the outcome and FlowPilot does the legwork. Prospect, research, and draft outreach to your ideal customers in minutes, not hours (without ever leaving the chat).
We can’t wait to see what you’ll achieve with this new feature. Continue reading to learn more about what you can do with FlowPilot today, and stay tuned for more updates.
FlowPilot: Your AI Sales Assistant for Benefits & Insurance
FlowPilot is built for the Benefits & Insurance Ecosystem, and trained on the industry’s most complete and accurate dataset, including hundreds of sources spanning Benefits, P&C, and Retirement.
Selling in this industry runs on relationships. But too much of the day disappears into the work before the relationship starts: stacking filters, digging through tabs, piecing together what’s actually happening inside an account. FlowPilot gives that time back.
Ask a question. Get an answer. Take action.
🔎 Build Prospect Lists in Natural Language
Stop adding filters one at a time. Describe the accounts that fit your ideal customer in plain language and FlowPilot returns a matching list in seconds. Keep refining it in the chat, then add it to a list to research deeper or sync straight to your CRM.
Example Prompt: “Show me all self-funded companies based in Ohio, with 1K-10K employees that operate in Retail.”
📡 Surface the Signals that Matter
Ask about any company and FlowPilot pulls a full research brief into the chat: active buying signals, leadership changes, benefits plan history, broker relationships, and more delivered directly in the chat window. Each signal is tagged by line of business (Benefits, Retirement, P&C), so you can see where the real opportunity sits and time your outreach around it.
Example prompt: “Summarize the benefits plan insights and buying signals for this company.”
✉️ Draft Outreach That Leads to Outcomes
Find the right decision-maker and let FlowPilot draft a first touch email built around that account’s most time-sensitive signals. Every draft references the specifics that move a conversation: plan gaps, new HR hires, and buying signals. Review it, then copy it or open it straight in your mail client.
Example prompt: “Identify the relevant HR decision-makers and draft a first touch email to each based on their role.”
Questions about FlowPilot? Reach out to your Customer Success Manager or email CustomerTeam@benefit-flow.com
— The BenefitFlow Team