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📇 How We Source and Verify Contact Information at BenefitFlow

Accurate, up-to-date contact data is at the core of everything we do. That’s why BenefitFlow uses a multi-source, multi-step process to ensure broker and employer contact information is both reliable and current. Below is an overview of how we collect, verify, and maintain contact data for our users.

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🔍 Where We Get Our Contact Data

We source contact information from a blend of public and proprietary sources:

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Broker Contacts:

  • LinkedIn – Used to identify current producers, account managers, and licensed reps.
  • Company websites – Scraped and parsed for employee directories, email formats, and office assignments.
  • State Departments of Insurance (DOI) – Cross-referenced to verify licensing status and carrier appointments.
  • Government Filings – Used for broker-employer linkage via Form 5500 where applicable.

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Employer Contacts (HR/Benefits Decision Makers):

  • Corporate websites – Identifying HR leaders, CFOs, benefits admins, etc.
  • LinkedIn & Public Profiles – Used for role and job title validation.
  • Third-party contact partners – We partner with leading data solutions to enrich missing fields like emails and phone numbers.

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🔄 How Often We Refresh Contact Data

We refresh contact records every 2 weeks—an industry-leading standard—so you’re not wasting outreach on stale emails or departed reps.
  • Email validation: Every contact is run through ZeroBounce, a deliverability tool, to ensure verified addresses that won’t bounce.
  • Job changes: We detect job transitions or firm changes and update them accordingly.
  • Turnover tracking: We monitor for contact turnover (25%+ in the broker space annually) and proactively refresh data.

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✅ Our Multi-Pronged Verification Approach

Here’s how we ensure the highest possible quality of contact data:
  1. Cross-Referencing Sources We triangulate names and roles across LinkedIn, company websites, and DOI records to confirm legitimacy and licensing.
  2. Email Hygiene & Validation Emails are enriched from multiple sources, then run through ZeroBounce to verify they’re active and deliverable.
  3. Carrier Appointment Matching For brokers, we pull licensing + carrier appointment data from state DOI databases, so you know who’s authorized to sell what.
  4. Office-Level Accuracy We don’t stop at the firm name. Each broker contact is mapped to a specific office, so you can prioritize based on real client exposure.
  5. Contact Status Updates When a contact moves firms or changes titles, we track and reflect that. If the contact already exists in your CRM, you’ll be notified of the update—not fed a duplicate.
Last modified on February 12, 2026