BenefitFlow

The Ultimate Sales Tool for Benefits Brokers

BenefitFlow is the preferred go-to-market platform for teams who want to grow smarter & faster.

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

Precision prospecting for Brokers

Stay ahead of the competition with differentiated insights

Stay ahead of the competition with differentiated insights

Access deep, AI-powered insights that you can’t get elsewhere, helping you to differentiate in a crowded market.

A turnkey solution that eliminates manual work

A turnkey solution that eliminates manual work

Ditch the clunky legacy tools, close the extra chrome tabs, and access the market intel and contact data you need, all in one tool.

Integrates with your existing tech-stack

Integrates with your existing tech-stack

Automatically maintain and enrich data in your CRM so you can spend more time on what matters – closing deals.

Alegeus transformed prospecting with BenefitFlow

Alegeus logo
"Our prospecting process was inefficient. Since BenefitFlow, we've been able to sunset tools like Zywave and ZoomInfo. It's been incredibly valuable from both an information access and time-saving standpoint."

Brandon Ayers

Head of Sales

200%

Improvement to Win Rate

Less than half

as much time spent prospecting

50% more

first-time meetings booked

Everything Brokers need to win in the Benefits Ecosystem

BenefitFlow is the turn-key platform built specifically for the benefits market, combining market intelligence, decision-maker data, and AI insights.

Laser-focused targeting for benefits brokers

Laser-focused targeting for benefits brokers

Identify the employers where you’re most likely to win with powerful data and advanced filtering designed for brokers:

  • Employee Sentiment: Uncover pain points in benefit plans
  • Firmographic filters: Target ICP opportunities by headcount, location, and industry
  • Insurance Products: Drill down on companies based on their existing coverage
  • Renewal Dates: Time your outreach when employers are most open to change

Decision-maker contacts you can trust

To win deals, you need to engage the right people at the right time. BenefitFlow provides accurate, up-to-date contact information for benefits decision-makers, helping you reach:

  • Benefits Managers
  • HR Leaders
  • C-Suite Executives
Decision-maker contacts you can trust
Actionable benefits insights far beyond the 5500

Actionable benefits insights far beyond the 5500

Deep Research analyzes millions of employee reviews and web pages to provide game-changing insights that identify perfect prospects.

  • Benefit ratings & Employee Sentiment: Understand how employees truly feel about their benefit package
  • Detailed plan design: Explore how to position your solution by analyzing currently engaged vendors and carriers
  • Recent changes to offered benefits: Monitor recent shifts in benefits offerings to time outreach and guide your pitch
  • Linked data sources: Understand where data is coming from and go deeper within the original sources

No-code integrations that plug into your key systems

BenefitFlow integrates effortlessly with the tools brokers rely on, ensuring your workflows are streamlined and your data stays current.

  • Native Salesforce CRM integration
  • Native HubSpot CRM integration
  • Bi-directional sync to keep records current
No-code integrations that plug into your key systems
Learn more

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Build momentum across your revenue team today

Ditch the legacy tools, close the extra browser tabs, and access the market intelligence you need - all in one place.