# BenefitFlow Docs

## Docs

- [BenefitFlow Documentation](https://docs.benefitflow.com/index.md)
- [Account & Billing](https://docs.benefitflow.com/knowledge-base/account-billing.md)
- [Advanced Concepts](https://docs.benefitflow.com/knowledge-base/advanced-concepts.md): Deeper dives, after you've mastered the basics
- [AI Data Handling Statement](https://docs.benefitflow.com/knowledge-base/ai-data-handling.md): How BenefitFlow uses AI within the platform, and how it intersects with data handling, security, and compliance controls.
- [Prospecting with BenefitFlow](https://docs.benefitflow.com/knowledge-base/benefitflow-101.md): See a bite-sized demo of how BenefitFlow works.
- [Billing](https://docs.benefitflow.com/knowledge-base/billing.md)
- [Broker Office Insights](https://docs.benefitflow.com/knowledge-base/broker-office-insights.md): Market share, client mix, growth trends, key partners, and contacts for any broker office
- [Build Marketing Lists](https://docs.benefitflow.com/knowledge-base/build-marketing-lists.md)
- [Bulk Data Access Setup Guide](https://docs.benefitflow.com/knowledge-base/bulk-data-access-setup.md): How to connect to BenefitFlow's SFTP server for bulk data access
- [Bulk Data Schema Reference](https://docs.benefitflow.com/knowledge-base/bulk-data-schema.md): Complete field-level reference for all datasets available via BenefitFlow's SFTP bulk data service.
- [Contact Masking](https://docs.benefitflow.com/knowledge-base/contact-masking.md): How to restrict contact visibility for specific individuals in BenefitFlow
- [Credits and Exporting](https://docs.benefitflow.com/knowledge-base/credits-and-exporting.md)
- [CRM Integration: Association Architecture](https://docs.benefitflow.com/knowledge-base/crm-association-architecture.md): How BenefitFlow creates and manages relationships between synced objects in your CRM.
- [CRM Filter](https://docs.benefitflow.com/knowledge-base/crm-filter.md): See which contacts are already in your CRM and filter by CRM status directly in BenefitFlow.
- [CRM Integration FAQ](https://docs.benefitflow.com/knowledge-base/crm-integration-faq.md): Answers to the most common questions about syncing BenefitFlow data to your CRM.
- [CRM Integrations: Overview Guide](https://docs.benefitflow.com/knowledge-base/crm-integration-overview.md)
- [CRM Integrations: Getting Started](https://docs.benefitflow.com/knowledge-base/crm-integrations-getting-started.md)
- [Data FAQs](https://docs.benefitflow.com/knowledge-base/data-faqs.md): Common questions as you familiarize yourself with the various data sources
- [BenefitFlow Data Glossary](https://docs.benefitflow.com/knowledge-base/data-glossary.md): A complete guide to every data field in BenefitFlow — what it means, where it comes from, and how often it updates.
- [Request to remove your information from BenefitFlow](https://docs.benefitflow.com/knowledge-base/data-removal-request.md): Want to remove your existing individual profile from BenefitFlow database? Use the Request Removal link below.
- [Data Source: 5500 Overview](https://docs.benefitflow.com/knowledge-base/data-source-5500-overview.md)
- [Data Source: Our Verified Contact Data](https://docs.benefitflow.com/knowledge-base/data-source-contacts.md)
- [Where does BenefitFlow's data come from?](https://docs.benefitflow.com/knowledge-base/data-sources.md)
- [How often does BenefitFlow's data update?](https://docs.benefitflow.com/knowledge-base/data-update-frequency.md)
- [December 2025 Product Updates](https://docs.benefitflow.com/knowledge-base/december-2025-product-updates.md): BenefitFlow Users, ‍This month we’re excited to introduce two major additions to the platform: the Retirement Intelligence Module and the P&C Intelligence Module. Together, they bring even deeper visibility into employer benefits, performance, and risk — all in one place. Here’s what’s new 👇
- [Data Source: Deep Research, by BenefitFlow AI](https://docs.benefitflow.com/knowledge-base/deep-research.md)
- [Microsoft Dynamics Integration](https://docs.benefitflow.com/knowledge-base/dynamics-integration.md)
- [Microsoft Dynamics Integration: Setup Instructions](https://docs.benefitflow.com/knowledge-base/dynamics-integration-setup-instructions.md)
- [What is included in the 'Employees' metric?](https://docs.benefitflow.com/knowledge-base/employees-metric.md): This includes active members across all reported benefit plans. This is inclusive of the Medical and Retirement Plans.
- [Employer and Broker Profiles](https://docs.benefitflow.com/knowledge-base/employer-and-broker-profiles.md)
- [Employer Profiles](https://docs.benefitflow.com/knowledge-base/employer-profiles.md): How to read and use employer profile views in BenefitFlow
- [Why can’t I find an employer I'm searching for?](https://docs.benefitflow.com/knowledge-base/employer-search-troubleshooting.md)
- [FAQ/Troubleshooting](https://docs.benefitflow.com/knowledge-base/faq.md)
- [February 2026 Product Updates](https://docs.benefitflow.com/knowledge-base/february-2026-product-updates.md): This month we launched a brand new knowledge base, refreshed the platform navigation, and expanded data coverage across Form 5500, firmographics, and P&C.
- [Filter Glossary](https://docs.benefitflow.com/knowledge-base/filtering-guide.md): A Data Glossary for all filtering options in BenefitFlow
- [Filtering, Saved Searches, and Lists](https://docs.benefitflow.com/knowledge-base/filtering-saved-search-lists.md)
- [FlowPilot Security & Data Handling](https://docs.benefitflow.com/knowledge-base/flowpilot-security.md): How FlowPilot protects your data, what it can access, and the controls available to your team.
- [What are the various Form 5500 schedules?](https://docs.benefitflow.com/knowledge-base/form-5500-faq.md)
- [Which insurance products are reported on the Form 5500?](https://docs.benefitflow.com/knowledge-base/form-5500-filing-requirements.md)
- [General Data Questions](https://docs.benefitflow.com/knowledge-base/general-data-questions.md)
- [Getting Started](https://docs.benefitflow.com/knowledge-base/getting-started.md): Basic guides to help you get started with BenefitFlow
- [Getting Started: First Time Logging In to BenefitFlow](https://docs.benefitflow.com/knowledge-base/getting-started-first-login.md): Welcome to BenefitFlow! Whether you’re a sales leader, account exec, or growth marketer, this guide will walk you through your first login and how to get up and running—fast.
- [Getting Started with FlowPilot](https://docs.benefitflow.com/knowledge-base/getting-started-flowpilot.md): Learn how to use FlowPilot, BenefitFlow's AI sales assistant, to prospect, research, and draft outreach in minutes, not hours.
- [What is BenefitFlow?](https://docs.benefitflow.com/knowledge-base/getting-started-video.md): See a quick overview video of how BenefitFlow works.
- [HubSpot Integration](https://docs.benefitflow.com/knowledge-base/hubspot-integration.md)
- [HubSpot Integration: Setup Instructions](https://docs.benefitflow.com/knowledge-base/hubspot-integration-setup-instructions.md)
- [Integrations](https://docs.benefitflow.com/knowledge-base/integrations.md): Getting started with our integrations
- [January 2026 Product Updates](https://docs.benefitflow.com/knowledge-base/january-2026-product-updates.md): We kicked off 2026 with some highly requested features — a new way to view search results and expanded CRM options to help you work faster.
- [Lists](https://docs.benefitflow.com/knowledge-base/lists.md): Build, share, and export prospect lists in BenefitFlow
- [My login and or temporary password is not working](https://docs.benefitflow.com/knowledge-base/login-troubleshooting.md)
- [How do I add, reassign or remove a license?](https://docs.benefitflow.com/knowledge-base/manage-licenses.md)
- [How to Manage Users (Admin Guide)](https://docs.benefitflow.com/knowledge-base/manage-users.md): Admins can manage users in BenefitFlow from the admin dashboard. This includes adding/removing users, viewing contact credit usage, and resetting passwords.
- [March/April 2026 Product Updates](https://docs.benefitflow.com/knowledge-base/march-april-2026-product-updates.md): Broker Office Insights, improved list management, new privacy controls, and admin tools.
- [May/June 2026 Product Updates](https://docs.benefitflow.com/knowledge-base/may-june-2026-product-updates.md): FlowPilot is now generally available — plus search result sorting and richer contact exports.
- [My Account](https://docs.benefitflow.com/knowledge-base/my-account.md)
- [How do I purchase more licenses and/or contact credits?](https://docs.benefitflow.com/knowledge-base/new-customer-pricing.md)
- [Interested in purchasing BenefitFlow for your team?](https://docs.benefitflow.com/knowledge-base/new-sales.md): Thank you for your interest in BenefitFlow!
- [October 2025 Product Updates](https://docs.benefitflow.com/knowledge-base/october-2025-product-updates.md): BenefitFlow Users, We're excited to announce major upgrades to how BenefitFlow connects with your CRM, making it easier to manage lists, eliminate duplicates, and keep your Salesforce or HubSpot in sync. Here’s what’s new 👇
- [What is the Primary Broker?](https://docs.benefitflow.com/knowledge-base/primary-broker.md): Credit is given to the broker that reports the greatest share of commissions for a given Employer based on the reported policies on the form 5500
- [Privacy Policy](https://docs.benefitflow.com/knowledge-base/privacy-policy.md): How BenefitFlow collects, uses, maintains, protects, and discloses your information.
- [Can I tie a specific producer to their clients?](https://docs.benefitflow.com/knowledge-base/producer-client-mapping.md): Unfortunately, there isn’t a publicly available data source that will tell you which Producer is the broker of record.  However, BenefitFlow can tell you which brokerage owns the account, the specific office location, and then provide the list of Producers and Account Managers that work out of that…
- [Referrals from Existing Employer Relationships](https://docs.benefitflow.com/knowledge-base/referrals-from.md)
- [Referrals from Existing Broker Relationships](https://docs.benefitflow.com/knowledge-base/referrals-from-existing-broker-relationships.md)
- [Release Notes & Product Updates](https://docs.benefitflow.com/knowledge-base/release-notes-product-updates.md)
- [How is 'Renewal Date' defined?](https://docs.benefitflow.com/knowledge-base/renewal-date-definition.md): This references the renewal date of the plan's largest insurance policy (as measured by premiums paid).
- [What's the difference between 'Reported' and 'Closest' office locations?](https://docs.benefitflow.com/knowledge-base/reported-vs-closest-renewal.md)
- [How do I change my password?](https://docs.benefitflow.com/knowledge-base/reset-password.md)
- [How do I reset my password?](https://docs.benefitflow.com/knowledge-base/reset-user-password.md)
- [Salesforce Integration](https://docs.benefitflow.com/knowledge-base/salesforce-integration.md)
- [Salesforce Integration: Manual/Advanced Setup Instructions](https://docs.benefitflow.com/knowledge-base/salesforce-integration-setup-instructions.md)
- [Saved Searches](https://docs.benefitflow.com/knowledge-base/saved-searches.md): Save, reuse, and share your filter combinations in BenefitFlow
- [Security & Privacy](https://docs.benefitflow.com/knowledge-base/security-privacy.md)
- [Support Policy](https://docs.benefitflow.com/knowledge-base/support-policy.md): How to reach the BenefitFlow team, what to expect for response times, and what our support covers.
- [Team Management](https://docs.benefitflow.com/knowledge-base/team-management.md)
- [The Basics](https://docs.benefitflow.com/knowledge-base/the-basics.md)
- [BenefitFlow Use Cases](https://docs.benefitflow.com/knowledge-base/top-benefitflow-use-cases.md): We asked power users how they put BenefitFlow into action. This guide captures how a few of those strategies are used in practice.
- [Updating Plan & Subscription](https://docs.benefitflow.com/knowledge-base/updating-plan-subscription.md)
- [What are the different user roles?](https://docs.benefitflow.com/knowledge-base/user-roles.md)
- [Pinpoint Verified Producers Using VerifyPro](https://docs.benefitflow.com/knowledge-base/verifypro.md)

## OpenAPI Specs

- [openapi](https://docs.benefitflow.com/api-reference/openapi.json)