A self-guided walkthrough of the platform for brokers, HR managers, and employees. Each step shows a static preview of the real page — no login required.
BenefitFlow
Broker Dashboard
Active Clients
12
Company Clients
3
Pending Sync
4
Sync Errors
1
Benefits Broker
Quote it, sell it, get paid — without leaving the platform.
Command center for your whole book: active single-user clients, company clients, benefit plan distribution, sync health, and renewal deadlines at a glance.