# BenefitFlow Docs

## Docs

- [BenefitFlow Documentation](https://docs.benefitflow.com/index.md)
- [Getting Started](https://docs.benefitflow.com/knowledge-base/getting-started.md): Basic guides to help you get started with BenefitFlow
- [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.
- [The Basics](https://docs.benefitflow.com/knowledge-base/the-basics.md)
- [What is BenefitFlow?](https://docs.benefitflow.com/knowledge-base/getting-started-video.md): See a quick overview video of how BenefitFlow works.
- [Filtering, Saved Searches, and Lists](https://docs.benefitflow.com/knowledge-base/filtering-saved-search-lists.md)
- [Credits and Exporting](https://docs.benefitflow.com/knowledge-base/credits-and-exporting.md)
- [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.
- [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)
- [Data Source: Deep Research, by BenefitFlow AI](https://docs.benefitflow.com/knowledge-base/deep-research.md)
- [My Account](https://docs.benefitflow.com/knowledge-base/my-account.md)
- [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.
- [Signing in to BenefitFlow](https://docs.benefitflow.com/knowledge-base/signing-in.md): How to sign in to BenefitFlow with a one-time email code. No password required.
- [Account & Billing](https://docs.benefitflow.com/knowledge-base/account-billing.md)
- [Team Management](https://docs.benefitflow.com/knowledge-base/team-management.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: adding and removing users, viewing contact credit usage, and managing roles and licenses.
- [Billing](https://docs.benefitflow.com/knowledge-base/billing.md)
- [Updating Plan & Subscription](https://docs.benefitflow.com/knowledge-base/updating-plan-subscription.md)
- [FAQ/Troubleshooting](https://docs.benefitflow.com/knowledge-base/faq.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.
- [Trouble logging in?](https://docs.benefitflow.com/knowledge-base/login-troubleshooting.md): Fixes for password problems, missing verification codes, and emails that don't arrive.
- [How do I add, reassign or remove a license?](https://docs.benefitflow.com/knowledge-base/manage-licenses.md)
- [What are the different user roles?](https://docs.benefitflow.com/knowledge-base/user-roles.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!
- [Security & Privacy](https://docs.benefitflow.com/knowledge-base/security-privacy.md)
- [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.
- [Privacy Policy](https://docs.benefitflow.com/knowledge-base/privacy-policy.md): How BenefitFlow collects, uses, maintains, protects, and discloses your information.
- [Contact Masking](https://docs.benefitflow.com/knowledge-base/contact-masking.md): How to restrict contact visibility for specific individuals in BenefitFlow
- [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.
- [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.
- [Advanced Concepts](https://docs.benefitflow.com/knowledge-base/advanced-concepts.md): Deeper dives, after you've mastered the basics
- [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
- [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
- [Using Signals](https://docs.benefitflow.com/knowledge-base/signals.md): Signals surfaces timely events on every employer and broker account — renewals, broker changes, compliance flags, and more — so you know when to reach out and why.
- [Saved Searches](https://docs.benefitflow.com/knowledge-base/saved-searches.md): Save, reuse, and share your filter combinations in BenefitFlow
- [Lists](https://docs.benefitflow.com/knowledge-base/lists.md): Build, share, and export prospect lists in BenefitFlow
- [Prospecting with BenefitFlow](https://docs.benefitflow.com/knowledge-base/benefitflow-101.md): See a bite-sized demo of how BenefitFlow works.
- [Build Marketing Lists](https://docs.benefitflow.com/knowledge-base/build-marketing-lists.md)
- [Referrals from Existing Employer Relationships](https://docs.benefitflow.com/knowledge-base/referrals-from.md)
- [Pinpoint Verified Producers Using VerifyPro](https://docs.benefitflow.com/knowledge-base/verifypro.md)
- [Referrals from Existing Broker Relationships](https://docs.benefitflow.com/knowledge-base/referrals-from-existing-broker-relationships.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.
- [Integrations](https://docs.benefitflow.com/knowledge-base/integrations.md): Getting started with our integrations
- [How to Sync BenefitFlow Data to Your CRM](https://docs.benefitflow.com/knowledge-base/how-to-sync-to-your-crm.md): Push Employers, Brokers, and Contacts from a list into your connected CRM.
- [Connecting Your CRM (Admin Setup)](https://docs.benefitflow.com/knowledge-base/crm-integrations-getting-started.md): One-time admin setup: connect Salesforce, HubSpot, or Dynamics, then map fields and set sync permissions.
- [CRM Integrations: Overview Guide](https://docs.benefitflow.com/knowledge-base/crm-integration-overview.md)
- [CRM Integrations: Field Mapping Reference](https://docs.benefitflow.com/knowledge-base/crm-field-mapping-reference.md): The full list of BenefitFlow fields you can map to your CRM, by object type.
- [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 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 Integrations: Association Architecture](https://docs.benefitflow.com/knowledge-base/crm-association-architecture.md): How BenefitFlow creates and manages relationships between synced objects in your CRM.
- [Linking Employers to Their Primary Broker Office](https://docs.benefitflow.com/knowledge-base/crm-employer-broker-linking.md): Connect each employer to its primary broker office in your CRM using BenefitFlow IDs.
- [Tracking ROI from BenefitFlow in Your CRM](https://docs.benefitflow.com/knowledge-base/crm-roi-tracking.md): Use BenefitFlow IDs in your CRM to measure sourced pipeline, closed revenue, and broker whitespace.
- [Salesforce Integration: Manual/Advanced Setup Instructions](https://docs.benefitflow.com/knowledge-base/salesforce-integration-setup-instructions.md)
- [HubSpot Integration: Setup Instructions](https://docs.benefitflow.com/knowledge-base/hubspot-integration-setup-instructions.md)
- [Microsoft Dynamics Integration: Setup Instructions](https://docs.benefitflow.com/knowledge-base/dynamics-integration-setup-instructions.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.
- [Data FAQs](https://docs.benefitflow.com/knowledge-base/data-faqs.md): Common questions as you familiarize yourself with the various data sources
- [General Data Questions](https://docs.benefitflow.com/knowledge-base/general-data-questions.md)
- [Filter Glossary](https://docs.benefitflow.com/knowledge-base/filtering-guide.md): Every BenefitFlow search filter, what it does, and where the data comes from
- [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)
- [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
- [What's the difference between 'Reported' and 'Closest' office locations?](https://docs.benefitflow.com/knowledge-base/reported-vs-closest-renewal.md)
- [Why can’t I find an employer I'm searching for?](https://docs.benefitflow.com/knowledge-base/employer-search-troubleshooting.md)
- [Which insurance products are reported on the Form 5500?](https://docs.benefitflow.com/knowledge-base/form-5500-filing-requirements.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.
- [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 are the various Form 5500 schedules?](https://docs.benefitflow.com/knowledge-base/form-5500-faq.md)
- [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…
- [Release Notes & Product Updates](https://docs.benefitflow.com/knowledge-base/release-notes-product-updates.md)
- [July 2026 Product Updates](https://docs.benefitflow.com/knowledge-base/july-2026-product-updates.md): Signals launch, smarter search, one-time code sign-in, and CRM Enrichment early access
- [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.
- [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.
- [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.
- [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.
- [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 👇
- [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 👇

## OpenAPI Specs

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