BenefitFlow

The Ultimate Sales Tool for Benefits Vendors

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

The go-to-market platform for benefits sales teams

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.

Find the right brokers faster with office-level intelligence

Find the right brokers faster with office-level intelligence

BenefitFlow shows you exactly which brokers and office locations work with your ideal employers so your outreach is focused and efficient.

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 Vendors 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.

Precision targeting across the benefits market

Precision targeting across the benefits market

By mapping the entire benefits ecosystem, BenefitFlow eliminates the guesswork to help you identify the opportunities you’re most likely to win.

  • 75+ filters to precisely target your ICP
  • Broker-to-Employer mapping of the employer groups tied to each broker office
  • AI insights beyond the Form 5500 uncover gaps & pain points in current plans

Build the right relationships with the right brokers

In the broker channel, relationships win deals. BenefitFlow delivers accurate contact information for Verified Producers to help your team pinpoint and engage the right partners.

  • Filter on influence
  • Verified Producer contact information
  • Broker, office, and book-of-business intelligence
Build the right relationships with the right brokers
Decision-maker contacts you can trust

Decision-maker contacts you can trust

BenefitFlow provides accurate, up-to-date contact information for benefits decision-makers to help your to team engage the right people at the right time:

  • Benefits Managers
  • HR Leaders
  • C-Suite Executives

Actionable benefits insights far beyond the 5500

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

  • Benefit ratings & Employee Sentiment
  • Detailed plan design
  • Recent changes to offered benefits
Actionable benefits insights far beyond the 5500
No-code integrations that plug into your workflow

No-code integrations that plug into your workflow

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

  • Native HubSpot CRM integration
  • Native Salesforce CRM integration
  • Bi-directional sync to keep records current
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.