The

Ultimate

Sales

Tool

for

Benefits

Professionals

BenefitFlow is the preferred go-to-market platform for vendors, carriers, and brokers who want to grow smarter & faster

Trusted by thousands of industry leaders

Find

more

opportunities.

Reach

more

decision

makers.

Win

more

customers.

360º view of the benefits landscape

Access a map of the benefits market, whether you’re selling to employers or through brokers

Know your market, fill your pipeline

Leverage advanced filtering and AI-driven insights to pinpoint your next customers

Simplify your tech stack with no-code integrations

Streamline your workflow in a turnkey platform that connects to your CRM

“
I
n

a
n

i
n
d
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s
t
r
y

f
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f

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,

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m
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n
t
”

Robert Ferrone

Head of Revenue Operations & Sales Enablement, Imagine360

Carriers

Vendors

Brokers

Maximize

your

Broker

Relationships

BenefitFlow helps carrier reps uncover new opportunities and strengthen existing relationships.

Access a complete broker map of every office, the clients they serve, and the producers on each team

Strengthen existing relationships with targeted data to collaborate more effectively with your best-performing brokers

Identify new growth opportunities across untapped agencies, offices, and producers

Master

Both

Sides

of

the

Benefits

Market

BenefitFlow empowers you to craft bespoke strategies that build broker partnerships while driving employer demand.

Find the right brokers faster by identifying the firms, offices, and producers that influence your ideal customers and focus on the partnerships that matter

Maintain a direct line to employers to drive pull-through demand, even when brokers aren’t fully engaged

Prioritize the highest-impact relationships using data-driven insights to align your outreach with the producers and HR buyers that will move the needle

Close

More

Deals,

Faster

BenefitFlow helps you find, connect, and convert the right employers with AI-driven insights and seamless automation.

Find high-value prospects faster with advanced filters and AI-driven employer insights, so you always reach the right buyers at the right time

Connect with decision-makers using accurate contact info for benefits managers, HR leaders, and C-suite execs, turning cold outreach into warm conversations

Automate CRM syncing with plug-and-play integrations, eliminating manual data entry and keeping your pipeline fresh

Sales Leaders

Marketers

RevOps

Making

Heroes

out

of

Sales

Leaders

BenefitFlow simplifies prospecting, so you can focus on closing more deals.

Target high-value prospects with advanced filtering, prioritizing the accounts most likely to convert

Engage decision-makers with accurate, up-to-date contact info for verified producers and HR buyers

Lead with expertise by using AI-powered insights and trends to anticipate needs and guide conversations with confidence

Connect

with

the

Benefits

Market

at

Scale

BenefitFlow helps you pinpoint, personalize, and pass off high-intent prospects to sales.

Reach prospects with the strongest need by filtering attributes like renewal dates, coverage gaps, or employee sentiment

Access decision-maker data and create tailored campaigns that resonate with verified producers and HR buyers

Ensure smoother handoff between marketing and sales by sharing market intelligence and keeping teams aligned

Simplify

Your

Tech

Stack

BenefitFlow centralizes critical data and syncs with your CRM, unifying your revenue operation.

Maintain clean, accurate records with an industry-standard dataset that keeps company, office, and people data current

Create a single source of truth that ensures smooth handoffs, shared goals, and clear accountability across revenue teams

Replace fragmented tools with a single, modern platform—no more stitching together miEdge for company data and ZoomInfo for contacts.

Results

from

leading

revenue

teams

Our time-to-close decreased by 20% since implementing BenefitFlow's precision targeting.

Michael Lomonaco Director of Marketing & Business Development, HealthBar

BenefitFlow has allowed us to craft specific strategies for each brokerage rather than treating them all the same.

Aaron Oaks Chief Executive Officer, United Pet Care

On your system, we can go right to who we want to specifically target, saving us tons of time.

Robert Ferrone VP of Sales, Imagine360

Customers

love

BenefitFlow

"BenefitFlow is an amazing tool that constantly evolves to support our business. Their team is also great to work with!"

Monica F.

Senior Director, Consultant Relations

"Excellent value paired with continuous innovation. We're also excited about the upcoming Hubspot integration!"

Amanda V.

VP, Enterprise Partnerships

"Intuitive interface delivering fantastic, high-value information for our needs."

Rich B.

CEO

"Exceptional customer service and a platform that continues to evolve based on user feedback. We've seen numerous valuable updates over the past two years."

Sandi E.

Sr. Director, Chief of Staff (Growth)

"User-friendly tool with consistently accurate data. The company is also terrific and really cares what the users say - I am a fan!"

Cheryl T.

Co-founder & Chief Revenue Officer

"BenefitFlow helps us effectively target key markets, providing valuable insights into agencies and their client profiles."

Gina D.

VP, Consultant Partnerships

The

Ultimate

Sales

Tool

for

Benefits

Professionals

Find

more

opportunities.

Reach

more

decision

makers.

Win

more

customers.

360º view of the benefits landscape

Know your market, fill your pipeline

Simplify your tech stack with no-code integrations

“
I
n

a
n

i
n
d
u
s
t
r
y

f
u
l
l

o
f

n
o
i
s
e
,

B
e
n
e
ﬁ
t
F
l
o
w
 
i
s

o
u
r

p
r
e
c
i
s
i
o
n

i
n
s
t
r
u
m
e
n
t
”

Robert Ferrone

Maximize

your

Broker

Relationships

Master

Both

Sides

of

the

Benefits

Market

Close

More

Deals,

Faster

Making

Heroes

out

of

Sales

Leaders

Connect

with

the

Benefits

Market

at

Scale

Simplify

Your

Tech

Stack

Results

from

leading

revenue

teams

The

BenefitFlow

Difference

Customers

love

BenefitFlow

Monica F.

Amanda V.

Rich B.

Sandi E.

Cheryl T.

Gina D.

Build

momentum

across

your

revenue

team

today

The Ultimate Sales Tool for Benefits Professionals

Find more opportunities. Reach more decision makers. Win more customers.

360º view of the benefits landscape

Know your market, fill your pipeline

Simplify your tech stack with no-code integrations

“In an industry full of noise, BeneﬁtFlow is our precision instrument”

Robert Ferrone

Maximize your Broker Relationships

Master Both Sides of the Benefits Market

Close More Deals, Faster

Making Heroes out of Sales Leaders

Connect with the Benefits Market at Scale

Simplify Your Tech Stack

Results from leading revenue teams

The BenefitFlow Difference

Customers love BenefitFlow

Monica F.

Amanda V.

Rich B.

Sandi E.

Cheryl T.

Gina D.

Build momentum across your revenue team today

The

Ultimate

Sales

Tool

for

Benefits

Professionals

Find

more

opportunities.

Reach

more

decision

makers.

Win

more

customers.

“
I
n

a
n

i
n
d
u
s
t
r
y

f
u
l
l

o
f

n
o
i
s
e
,

B
e
n
e
ﬁ
t
F
l
o
w
 
i
s

o
u
r

p
r
e
c
i
s
i
o
n

i
n
s
t
r
u
m
e
n
t
”

Maximize

your

Broker

Relationships

Master

Both

Sides

of

the

Benefits

Market

Close

More

Deals,

Faster

Making

Heroes

out

of

Sales

Leaders

Connect

with

the

Benefits

Market

at

Scale

Simplify

Your

Tech

Stack

Results

from

leading

revenue

teams

The

BenefitFlow

Difference

Customers

love

BenefitFlow

Build

momentum

across

your

revenue

team

today