How the API Eliminates Double Data Entry

If you've been in benefits consulting for any length of time, you know the pain of double data entry. Client information goes into your CRM. Then you re-enter it into your benchmarking tool. Then you copy it into spreadsheets. Then into presentation decks.

The same data, keyed multiple times, with opportunities for error at every step.

The Bnchmrk API was designed to eliminate this problem.

The Integration Advantage

When your systems talk to each other, data flows once. Enter plan details in your system of record, and every downstream tool pulls from that single source of truth.

Here's what that looks like in practice:

Before the API:
1. Collect plan data from client
2. Enter into CRM
3. Re-enter into Bnchmrk
4. Export report
5. Copy data into presentation
6. Hope nothing got mistyped along the way

With the API:
1. Collect plan data from client
2. Enter into CRM
3. CRM triggers Bnchmrk API call
4. Benchmark data auto-populates
5. Generate report with one click

Three steps eliminated. Zero re-keying. No transcription errors.

Real-Time Validation

The API doesn't just accept data—it validates it. As plan information flows in, our compliance engine checks for:

• Logical consistency (is the family deductible at least 2x the individual?)
• Reasonable ranges (is this contribution percentage plausible?)
• Required fields (is anything critical missing?)

Errors get flagged immediately, not discovered later when you're presenting to a client.

Common Integration Patterns

We've seen firms integrate the API in various ways:

CRM Integration — Salesforce, HubSpot, and custom CRMs can trigger benchmarking lookups when plan data is entered or updated. Advisors see competitive positioning without leaving their main workflow.

Benefits Admin Systems — Platforms that manage enrollment and plan administration can push data to Bnchmrk automatically, keeping benchmarks current as plans change.

Client Portals — Some firms embed benchmarking insights directly into the portals they provide to employer clients, powered by the API.

Getting Started

API documentation is available in our developer portal. If you're interested in eliminating double data entry in your practice, reach out to discuss your integration needs.

Your time is too valuable to spend re-keying the same information into multiple systems.