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For Carriers, Brokers & Vendors

Employer Contact Intelligence

From Prospect to Decision Maker

4M+ HR leaders, finance approvers, benefits owners, and the rest of the buying team. Each tied to a real employer record with plan and broker data.

Benefeature Omni Search with the Contacts tab active. 4M+ employer-side contacts searchable with filters, Decision Maker badges, and one-click Excel export

Trusted by carriers, brokers, and vendors across the industry

Lincoln Financial Group
ShelterPoint
Mutual of Omaha
Prudential
The Hartford
Symetra
Principal
OneAmerica
Lincoln Financial Group
ShelterPoint
Mutual of Omaha
Prudential
The Hartford
Symetra
Principal
OneAmerica
The Dataset

Who’s in the 4M+

Employer-side contacts across every function that touches a benefits buying decision. The buyer, the approver, and the team around them in one searchable dataset. Decision Maker badges flag the people who move deals.

Coverage as of , growing every release.

HR Leaders

CHROs, VPs of HR, HR Directors, and the benefits-owning HR staff who run the day-to-day of the program.

Finance Approvers

CFOs, controllers, and finance leaders who sign off on benefits spend and contract changes.

Executives

CEOs, presidents, and COOs who set company direction and approve strategic vendor decisions.

Supporting Team

Benefits administrators, total rewards staff, HR generalists, and the rest of the HR organization.

Three Levels of Contact Intelligence

From a Search of 4M+ Down to a Single Decision Maker

Three lenses on the same dataset, each surfaced where the work happens. Start on the employer profile where the Benefits Decision Chain and full HR & Benefits Team are matched and ready. Open Omni Search to filter across the full 4M+ dataset when you need breadth.

1

Benefits Decision Chain

2

HR & Benefits Team

3

Omni Search & Filtering

1Benefits Decision Chain

The Four Roles That Move Every Deal

Employer profiles in Benefeature now include a curated Benefits Decision Chain wherever we have matched the buying team. A four-role view of the people who influence the benefits buying decision.

Benefits Decision Chain panel on an employer profile in Benefeature, showing Finance Approver, HR Leader, Benefits Owner, and other identified decision makers
Benefits Decision Chain panel on an employer profile in Benefeature, showing Finance Approver, HR Leader, Benefits Owner, and other identified decision makers

The four roles

Finance Approver: CFOs, controllers, finance leaders who sign off on spend
HR Leader: CHROs, VPs of HR, and HR Directors who own the program
Benefits Owner: The named benefits manager or director running the day-to-day
Other Decision Makers: Identified executives or specialists outside the core three roles

What you get on each name

Each name in the chain comes with title, function, decision-maker status with a visible badge, and a business email and LinkedIn profile shown when available. No tab-switching. No separate research project. No exporting then re-importing. The chain is on the employer record where you already work.

A curated short list. The Decision Chain narrows the buying team to the people who move a benefits decision at this employer. The full HR & Benefits Team roster sits right below it when you need broader coverage.

2HR & Benefits Team

The Full Roster — Filter to the Subset You Need

Below the Decision Chain sits the full HR & Benefits Team. Every HR and benefits-adjacent contact we have matched at the employer, in one place. The Decision Chain is the short list. This is the full team.

HR & Benefits Team roster on an employer profile in Benefeature, showing every HR and benefits-adjacent contact at the employer, filterable by function and seniority
HR & Benefits Team roster on an employer profile in Benefeature, showing every HR and benefits-adjacent contact at the employer, filterable by function and seniority

What you can do with the roster

  • Filter by function: HR, Finance, Executive, Operations, Other
  • Filter by seniority: leadership, manager, individual contributor
  • Filter by decision-maker status to narrow to influencers
  • Business email and LinkedIn profile shown when available
  • Export the filtered roster to Excel or sync it to your CRM
  • Reuse the same filters across every employer in your book

When to use the full team

Pull the full team when a campaign calls for breadth, a renewal calls for coverage across functions, or a new product launch calls for reaching every relevant stakeholder at the employer. Pull the Decision Chain when you need the short list.

Filter down without losing context. Combinations like function = HR + seniority = leadership narrow a long roster to the half-dozen people who matter for a given outreach, all on the employer profile.

3Omni Search & Filtering

Query the Buying Team Like You Query the Market

Contacts is a living dataset that refreshes as the market moves. Search across all 4M+ records from the new Contacts tab in Omni Search, and layer filters from any angle until you have the exact set you need.

Filtered Contacts search results in Benefeature with title, function, seniority, decision-maker status, geography, and company attributes all combinable on a single results page
Filtered Contacts search results in Benefeature with title, function, seniority, decision-maker status, geography, and company attributes all combinable on a single results page

What you can filter on

  • Title, function, seniority, and decision-maker status
  • Company attributes: industry, employee count, plan attributes
  • Geography: state, region, or metro level
  • Contact name, employer name, or company
  • Decision Maker badges visible on every result card
  • Export the filtered set to Excel or sync to your CRM

Example filter recipes

  • Decision Maker = Yes + Function = HR + Geography = Texas → HR decision makers at every Texas employer.
  • Function = Finance + Seniority = Leadership + Industry = Manufacturing → finance leaders at U.S. manufacturers.
  • Title contains “Benefits” + Employee Count = 500–2,000 → named benefits managers at mid-market employers.

Put Them to Work

Two ways to put Contacts to work. Pull them into Excel, or push them into the CRM your team already runs.

Export to Excel

Pull contacts into Excel for outreach plans, deal reviews, or campaigns. Export limits scale by tier: 2,000 rows on Pro Plus, unlimited on Enterprise.

Sync to your CRM

Push contacts and employer data into your CRM.

Every record carries its full detail. Name, title, function, Decision Maker badge, business email and LinkedIn profile when available, and a link back to the employer record. All of it travels in a single push.

How Carriers, Brokers, and Vendors Put It to Work

Three audiences, three different plays, one dataset.

For Carriers

  • Find the buying team across employers in your target territories
  • Match Decision Chain contacts against your CRM to surface coverage gaps
  • Combine Contacts data with carrier-side intelligence to prioritize outreach
  • Export segments to Excel or sync them into your CRM for sequenced campaigns

For Brokers

  • Replace patchwork contact tools with a single source for the buying team
  • Build territory prospect lists filtered by function and decision-maker status
  • Open an employer profile already knowing who decides, wherever we have the buying team matched
  • Run renewal prep with the matched HR and finance contacts in view

For Vendors

  • Map the buying team across target employer segments in one query
  • Identify which functions to influence at which employer types
  • Build account-based marketing lists rooted in real decision-maker data
  • Sync target accounts and contacts into your existing GTM stack
Availability

Included on Pro Plus and Enterprise

Employer Contacts is part of the Pro Plus and Enterprise tiers. When native CRM sync ships in the next release, Enterprise will include unlimited CRM sync of Contacts data.

See It on Your Own Accounts

Pick five employers you know well. We’ll show you their Benefits Decision Chain, the matched HR & Benefits Team behind it, and how Contacts changes the conversation — all on the same employer profile where the plan, premium, and broker data already sit. Thirty minutes, your accounts.