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 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.
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. Last modified on August 24, 2026
