AI-Powered Insights That Turn Hours of Research Into Minutes
What Is Deep Research?
Deep Research is BenefitFlow’s AI-powered research agent that turns scattered public data into a clean, source-linked brief on an employer in seconds. By automatically scanning benefits guides, regulatory filings, careers pages, employee-review sites, press releases, and more, it equips benefits professionals with the context they need—before the first outreach, discovery call, or renewal conversation.
How It Works
| Layer | What Happens | Why It Matters |
|---|---|---|
| 1. Data Layer | Our crawlers continuously collect unstructured content (PDFs, HTML, forum posts, etc.) and store the raw documents. | Guarantees a wide, up-to-date data footprint. |
| 2. Intelligence Layer | Large-language-models extract vendor names, renewal dates, plan design details, employee sentiment, recent changes, and more. | Filters noise and surfaces only the facts that change conversations. |
| 3. Experience Layer | BenefitFlow presents insights in a clean, structured report with citations linked back to the original sources. | Saves hours of manual research and makes every data point auditable. |
Key Use Cases
| Audience | How Deep Research Helps |
|---|---|
| Benefits Vendors | Detect employers with problems your solution fixes (e.g., negative sentiment around current wellness program) and personalize your outreach with confidence. |
| Carriers | Spot recent carrier changes, understand how employees feel about the switch, identify coverage gaps, and sense competitive inroads—before the RFP drops. |
| Brokers | Walk into discovery calls already knowing the vendor lineup, renewal dates, and hot-button employee issues, so you advise instead of interrogate. |
FAQs
How often is the data refreshed?
How often is the data refreshed?
Most web sources are re-crawled daily; large PDFs and filings are rechecked monthly.
What sources are included?
What sources are included?
Benefits guides/SPDs, careers pages, press releases, employee reviews, social posts, SEC filings, corporate blogs, trusted 3rd parties, and much much more.
Is the data verified?
Is the data verified?
Yes. Each extracted fact carries a direct link to its source. Hover to preview, click to open the original page.
How does it protect sensitive data?
How does it protect sensitive data?
All processing occurs in a SOC 2 Type II–certified environment. We only ingest publicly available information; no client or employee PII is stored.
How can I provide feedback?
How can I provide feedback?
We’d love to hear how you’re using Deep Research and how we can continue to improve this exciting new feature! Feel free to leave feedback via the in-app chat widget or email us at [email protected].