New Knowledge Base
BenefitFlow’s help site has moved to a brand new platform — docs.benefitflow.com is now the home for all knowledge base content.
Highlights:
- All articles migrated and live on the new platform
- Old links redirect automatically — no broken bookmarks
- The Learning link in the nav bar now points to the new site
- Faster search, better navigation, and a cleaner reading experience
Refreshed Navigation
A redesigned navbar and updated styling across the platform, making it easier to navigate between Search, Lists, and your account.
Highlights:
- Clean, modern navigation bar with improved visual hierarchy
- Quick access to Brokers, Broker Contacts, Employers, and more from the Search dropdown
- Collapsible panels for a more focused workspace
Expanded Data Coverage
New data sources and deeper coverage across Form 5500, firmographics, and P&C intelligence.
Highlights:
- Form 5500 Short Form — Coverage now includes short-form filers, expanding visibility into smaller employer plans
- Firmographics — New employer attributes for more precise targeting and segmentation
- P&C OSHA/DOT — Workers’ comp and safety data now runs on an automated refresh cadence
Other Improvements
- CRM Last Activity Date — A new contact-level field showing when each contact was last active in your CRM, available for field mapping across Salesforce, HubSpot, and Dynamics
- Multiple data quality fixes and infrastructure improvements
Thanks for reading!
We hope you’re as excited as we are about these updates. If you have any questions, please don’t hesitate to reach out.
- The BenefitFlow TeamLast modified on March 5, 2026
