Signals: know when to reach out
Every employer, broker office, and contact in BenefitFlow now carries live trigger events. Over 30 signal types tell you when something changed that’s worth acting on.
- Benefits signals show upcoming renewals, broker-of-record changes, carrier switches, plan changes, and drops in employee benefits sentiment
- P&C signals flag renewals, X-Mod spikes, and OSHA/DOT activity
- Retirement signals track compliance events, recordkeeper changes, and jumps in plan participants
- Contact signals catch job changes and new decision-makers the moment they land
Full guide: Using Signals
Every signal type, where signals appear, and how to work them
Search that finds what you mean
A batch of search and filter upgrades, all aimed at one thing: you type what you know, we find the company.
- Search by URL. Have the website but not the exact company name? Paste the domain into the search bar and go. Works in FlowPilot too.
- Smarter location results. The most common match shows up first, and metro areas rank ahead of small towns with the same name.
- Presence controls. Ask “who has any PEO?” separately from “who uses this specific PEO?” And every filter now supports include and exclude.
- Search within a profile. The Contacts tab on employer and broker profiles now has its own search bar.
- Office-level client filters. Broker office client lists can now filter by Primary Broker, Broker Tenure, and Broker Commissions.
Sign in with a one-time code
Signing in no longer depends on remembering a password. Type your email, and choose between your password or a one-time code sent to your inbox. Same account, one less thing to remember.