> ## Documentation Index
> Fetch the complete documentation index at: https://docs.benefitflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# March/April 2026 Product Updates

> Broker Office Insights, improved list management, new privacy controls, and admin tools.

### Broker Office Insights

A brand new analytical view for any broker office in BenefitFlow — understand their market position, book composition, and growth trajectory at a glance.

<Frame>
  <img src="https://mintcdn.com/benefitflow/seMrG9W5pYtC8HwI/images/broker-office-insights-hero.png?fit=max&auto=format&n=seMrG9W5pYtC8HwI&q=85&s=1a133dcf19f40ec0153921eccaab919b" alt="Broker Office Insights showing Market Share rankings and Client Mix" width="2120" height="1614" data-path="images/broker-office-insights-hero.png" />
</Frame>

Highlights:

* **Market Share** — see how a broker office ranks in its MSA and state by commissions
* **Client Mix** — funding type breakdown, employee size distribution, and top industries
* **Growth** — client count trends, net new clients, retention rate (3-year avg), and clients won/lost/stopped filing
* **Key Partners** — top medical carriers, ancillary carriers, and vendors with premium breakdowns
* **Key Contacts** — producers and account managers with verified licensing badges

To get there: search for a broker → find an office → click **View Insights**.

<Card title="Full guide: Broker Office Insights" icon="chart-mixed" href="/knowledge-base/broker-office-insights">
  Market share, client mix, growth, key partners, and key contacts — explained in detail
</Card>

### View Contacts from Employer Lists

You can now access contacts directly from any employer list — no need to navigate back to the main search.

Open an employer list, click into any row, and view associated HR decision-makers, executives, and Form 5500 signatories in one step.

<Card title="Learn more: Lists" icon="list" href="/knowledge-base/lists">
  Creating, exporting, and managing lists
</Card>

### Private Lists & Saved Searches

Admins can now toggle list and saved search visibility across the account. When enabled, users only see lists and saved searches they created. Admins always see everything.

Find the setting under [Team Management → Settings](https://benefit-flow.com/Team?tab=settings).

<Card title="Learn more: Saved Searches" icon="bookmark" href="/knowledge-base/saved-searches">
  Saving, reusing, and sharing search criteria
</Card>

### CRM Sync Permissions

Admins can now control what sync operations standard users are allowed to perform — create new records, update existing, or both. Default: create new only.

Configure under **Integration Settings → Preferences**.

<Card title="Learn more: CRM Getting Started" icon="arrows-rotate" href="/knowledge-base/crm-integrations-getting-started#configuring-sync-permissions-optional">
  Full sync permissions setup guide
</Card>

### DNC & Contact Masking

Admins can upload a Do Not Contact list to restrict outreach to specific individuals. When enabled, email and phone fields are hidden across the platform for any contacts on the list.

<Card title="Learn more: Contact Masking" icon="eye-slash" href="/knowledge-base/contact-masking">
  How to set up and manage contact masking
</Card>

### 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 Team