Filtering, Saved Searches, and Lists

Streamline Your Prospecting with Smart Filtering Tools

BenefitFlow provides powerful filtering capabilities to help you target and manage your prospects efficiently across different tabs. Key Features:

Comprehensive Filtering: Access advanced filters on Broker, Broker Contacts, Employers, and Employer Contacts tabs.
Customizable Ideal Customer Profile: Build precise filters to match your go-to-market strategy, including:
- Geographic location
- Company size
- Insurance type (e.g., self-funded groups)
- Specific insurance offerings
- Much more!
Exclude Filters: Use exclusion options to identify unique market opportunities, such as brokers not offering specific insurance types.
Saved Searches:
- Save your custom filter combinations
- Quickly access your preferred searches on each login
- Maintain consistent prospecting approach
List Management:
- Select and create lists of broker offices, broker contacts, employers, or employer contacts
- Export lists to CSV
- Push lists directly to your CRM
- Track and manage your target accounts
Seamless Workflow: Filters persist when navigating between different sections, allowing for smooth exploration of broker and employer profiles.

Maximize your prospecting efficiency by leveraging BenefitFlow’s advanced filtering and list management tools.