> ## 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.

# September 2026 Product Updates

> Rebuilt CSV and PDF exports, modeled premiums on the Benefits tab, new search filters, and new MCP tools.

BenefitFlow Users,

September was all about getting data out of BenefitFlow and into your hands. Here's what's new 👇

### Exports, rebuilt

CSV and PDF exports now include the same data you see in the app, and you choose what goes in.

<Frame>
  <img src="https://mintcdn.com/benefitflow/vkV3cJlPTUBZhAqT/images/csv-export-columns.png?fit=max&auto=format&n=vkV3cJlPTUBZhAqT&q=85&s=67fcbc629bec0b52d84f964499d33f26" alt="Choosing which column groups to include in a CSV export" width="1670" height="1412" data-path="images/csv-export-columns.png" />
</Frame>

* **CSV:** employer exports have 100+ new columns, including firmographics, P\&C, retirement, and modeled premiums and commissions by product. Pick the column groups you want.
* **PDF:** the employer profile PDF now includes P\&C, Signals, Workforce, Funding & News, and a full Retirement section. Choose your sections to make the PDF exactly what you want. It's also much faster.
* **[Exports page](https://benefit-flow.com/Exports):** every CSV and PDF you run is saved, so you can download it again without re-running it.

<CardGroup cols={2}>
  <Card title="Credits and Exporting" icon="file-export" href="/knowledge-base/credits-and-exporting" horizontal={true} />

  <Card title="Data Glossary" icon="book-open-lines" href="/knowledge-base/data-glossary" horizontal={true} />
</CardGroup>

### Modeled premiums and commissions

The Benefits tab now estimates the numbers Form 5500 leaves out. Every estimate is labeled, so it's never mixed up with what was filed.

<Frame>
  <img src="https://mintcdn.com/benefitflow/nB7hjzlN5Qs5GDns/images/modeled-commissions-and-premiums-bundled-split.png?fit=max&auto=format&n=nB7hjzlN5Qs5GDns&q=85&s=2778a7cda2f4281ee82cea76ca904eca" alt="A bundled contract's single reported premium split into modeled premiums for each benefit" width="2120" height="960" data-path="images/modeled-commissions-and-premiums-bundled-split.png" />
</Frame>

* **Bundled policies:** when life, disability, and similar benefits are filed as one combined premium, you now see the estimated premium and carrier for each product.
* **Self-funded medical:** employers who pay claims directly now show an estimated medical premium and broker commission where we can model one.
* Search and filters still use reported figures only.

<Card title="Modeled Commissions and Premiums" icon="calculator" href="/knowledge-base/modeled-commissions-and-premiums">
  How BenefitFlow estimates premiums and commissions
</Card>

### New search filters and signals

<Frame>
  <img src="https://mintcdn.com/benefitflow/vkV3cJlPTUBZhAqT/images/estimated-revenue-filter.png?fit=max&auto=format&n=vkV3cJlPTUBZhAqT&q=85&s=33695f2752b80618c8696bad4dc27056" alt="The Estimated Revenue filter set to $1M to $5M" width="602" height="236" data-path="images/estimated-revenue-filter.png" />
</Frame>

* **Estimated Revenue:** filter employers by estimated annual revenue, or find brokers by their clients' revenue.
* **Form 5500 Filing:** find employers by how recently they filed a Form 5500.
* **Workforce signals:** Employee Headcount Growth and Job Openings Surge now show on the Workforce tab and work as search filters.

<CardGroup cols={2}>
  <Card title="Filtering guide" icon="filter" href="/knowledge-base/filtering-guide" horizontal={true} />

  <Card title="Using Signals" icon="bolt" href="/knowledge-base/signals" horizontal={true} />
</CardGroup>

### More from the BenefitFlow MCP

Your AI assistant can now answer more detailed questions with BenefitFlow data.

* **List policies:** pull an employer's Form 5500 policies by plan year, with carrier, premium, covered lives, PEPM, and broker commissions.
* **Premium jumps:** find fully insured employers whose medical premium or PEPM rose or dropped by a set amount or percentage.
* **Signal date ranges:** ask for signals from a specific window, like "since August."

<Card title="Connect your AI assistant" icon="robot" href="/knowledge-base/connect-your-ai-assistant">
  Set up the MCP in your assistant and start pulling BenefitFlow data
</Card>

### A few more things

* **Clearer browser tabs:** each tab now shows the page you're on, like an employer's name or "Search: Brokers," so it's easier to find the right one.
* **Open in a new tab:** employer, broker, and office names in search results and broker client lists are now links. Cmd-click, middle-click, or right-click to open a profile in a new tab.

### Thanks for reading!

Questions? Reach out anytime.

\- The BenefitFlow Team


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