The BenefitFlow MCP is now GA
Pull BenefitFlow data straight into Claude, ChatGPT, or whatever AI assistant you use. Ask about a company and get firmographics, contacts, and signals without leaving your assistant.- Available to every customer on every plan, not a paid add-on
- Unlocking contacts works just like the app, using your existing credits
- Each user connects it in a couple of minutes
Connect your AI assistant
Set up the MCP in your assistant and start pulling BenefitFlow data
CRM Enrichment is now GA
Enrichment keeps the records you already have in your CRM up to date, on a schedule you set. It now covers both employer accounts and contacts, matched to Salesforce, HubSpot, or Dynamics from your Integration Settings. Enrich is turned on per team. If you’d like it, talk to your CSM.CRM Enrichment: Getting Started
How Enrich works and how to set it up
Employer profiles, upgraded
The employer profile now shows what you need to know about an account at a glance, and FlowPilot reads all of it.- Company Overview includes description, revenue, founded date, company type, domains, subsidiaries, and key contacts
- Workforce shows headcount by geography and role, hiring trends, and job postings
- Funding & News covers funding events, acquisitions, and recent news
Sharper filters and search
Building a target list got faster.- Signal Filters: filter Employer and Broker search by 20+ signals (renewals, carrier or broker switches, compliance), with a recency window
- Sharper location search: cities, states, and multi-state regions resolve more accurately, in both search and FlowPilot
- CRM Filter on employers: find whitespace with Not in CRM, or skip accounts you already have with In CRM. Learn more
- Service Provider filter: find employers by the recordkeepers, TPAs, and consultants that serve them
- Smarter matching: better multi-word name search, bulk company matching, and a Best match default sort