BenefitFlow May 2025 Update

Introducing Deep Research:
Groundbreaking insights far beyond the 5500

Deep Research is here. Say hello to a major upgrade to our Employer Profiles and your new edge in identifying perfect prospects.

BenefitFlow AI, the engine behind Deep Research, analyzes millions of data points to surface insights and signals across the benefits market. Now your team can identify gaps, prioritize accounts, and tailor outreach with unmatched precision.

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✨ Deep Research Features

Deep Research adds a new layer of prospect intelligence that’s changing how our customers build pipeline.

Here’s what’s new:

• 💬  Employee Sentiment (Update): Understand how employees truly feel about their current plans
• 🔄  Recent Changes to Offered Benefits: Monitor recent shifts in benefits offerings to time outreach and guide your pitch.
• 🔎  Detailed Plan Design: Explore how to position your solution by analyzing currently engaged vendors and carriers
• 🔗  Linked Source Data: Go straight to the source for validation and detail

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🧭  Filter on Deep Research Insights

Deep Research Filters are the newest way to sharpen your prospecting efforts within BenefitFlow. These filters make it simple to create advanced, insight-driven searches to pinpoint exactly where your solution fits across the market.

Filter by:

• ⭐ Benefits Rating: Easily spot low or high rated benefits plans based on millions of employee reviews.
• 💬 Benefits Mentioned: Focus on employers where specific benefits (like mental health, fertility, or financial wellness) are being talked about—positively or negatively.
• 🏢 Vendors Mentioned: See where named competitors or partners are being discussed and identify accounts ripe for a wedge or cross-sell.

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🙌 Thanks for reading!

We hope you’re as excited as we are about this powerful new addition to BenefitFlow! If you have questions or want help getting the most out of Deep Research, don’t hesitate to reach out.

- The BenefitFlow Team

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