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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
    • Export an employer profile as a PDF
    • 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 for broker and employer records depend on your subscription level
    • Contact exports aren’t subject to these limits. Once you’ve used a credit to reveal a contact, you can export it as many times as you like
    • 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
    • Brokerages: 500
    • Employers: 25,000
  • Ultimate Package
    • Brokerages: 2,500
    • Employers: 50,000
  • Enterprise Package
    • Custom — talk to your Customer Success Manager
Need to export more than your plan allows? Unlimited exporting is available as an add-on. Talk to your Customer Success Manager to learn more.

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How many credits do I have, and when do they reset?

Your credit allotment is set by your plan. To see your current balance at any time, go to your Team page: benefit-flow.com/Team Credits refresh on your account’s renewal date, back up to your plan’s allotment. Unused credits don’t roll over to the next cycle.

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Where to find your past exports

Every export you run is saved to your Exports page at benefit-flow.com/Exports, so you can re-download a file without running the export again. Team admins can see every export on the team. Everyone else sees the exports they ran.

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Export an employer profile as a PDF

Download an employer profile as a PDF to share or bring to a meeting. PDF exports don’t use credits and aren’t subject to bulk export limits.
Choosing which sections to include in a PDF export
1
Open the employer profile and click Export PDFThe button is in the top right of the profile header.
2
Choose your sections (optional)Click the gear next to Export PDF to pick which sections to include. Overview is always included. Under Benefits, check Include full policy & plan history for the complete history. Your choices are saved for future exports.
3
Download the fileYou can keep working while the PDF builds. It downloads automatically when it’s ready and is saved to your Exports page.
Last modified on October 2, 2026