Credits and Exporting

How contact credits and exporting work

BenefitFlow provides flexible contact credit and data export options to help you access and utilize valuable prospect information. Key Features:

Contact Credits:
- Credits are used each time you reveal a contact’s details
- Revealed contacts are shared across your team
- Automatically saved in the ‘All Contacts’ list
Contact Discovery:
- Click “Get Contact” to view hidden contact details
- Real-time credit balance notifications
- Team-wide contact sharing prevents duplicate credit usage
Export Options:
- Export broker information with standard or detailed views
- Export employer data by company or specific Form 5500 insurance policies
- Access data glossary to understand export field definitions
- Bulk export capabilities vary by BenefitFlow package
Additional Info:
- Broker and employer information exports do not use contact credits
- Bulk export limits depend on your subscription level
- Contact customer success team for expanded export capabilities

Bulk Export Limits: The number of records that can be extracted with a single export

Premium Package
- Brokerage Firms: 100
- Brokerage Offices: 300
- Employers: 5,000
Ultimate Package
- Brokerage Firms: 500
- Brokerage Offices: 2,000
- Employers: 10,000
Enterprise Package
- Brokerage Firms: 1,000
- Brokerage Offices: 5,000
- Employers: 30,000

* Talk to your Customer Success Manager to find out more about our unlimited exporting option.