Modern business decisions and client outcomes

ThreeFlow is the only solution in the market that allows you to modernize the benefits placement experience, from new and renewal quotes to analysis to presentation to implementation.

BY THE NUMBERS
Leading the industry
$2.5B+
Premium under management
300
Broker locations
70+
Certified carriers
15,000+
Employers

One shared system for brokers and carriers

Efficiency gains

Brokers and carriers send, receive, discuss, and finalize renewals and new business opportunities in one shared system.

Reduced liability

Prevent mistakes associated with extracting information from PDFs.

Data-driven outcomes

Bring clients better benefits by evaluating markets faster, understanding value per line items, and identifying partner growth opportunities.

Automated benefits placements with
ThreeFlow Connect

Faster ThreeFlow client setup and accurate
post-sale details sent directly to your AMS.

Connected brokers
Connected carriers

Instantly respond and receive new business opportunities, quote more business, avoid claim discrepancies.

Faster ThreeFlow client setup and accurate
post-sale details sent directly to your AMS.

Instantly respond and receive new business opportunities, quote more business, avoid claim discrepancies.

"The ThreeFlow platform has streamlined my processes as the marketing specialist. Once the lines of coverage are "built" in the system, everything else is super simple! I'm able to request renewals, competitor quotes, alternates, etc. with the push of a button. I also no longer have to put all of these quotes onto spreadsheets, which saves me approximately 5 hours of work per client!"
Erin Bowe

Marketing Services Specialist

Wallace Welch Willingham
"ThreeFlow’s Insights has provided Reliance Matrix real-time data analytics and historic trend information that helps to make better local market decisions and creates sales strategies with our brokers, leading to an increase in opportunities.”
Stephanie Heenan

Strategic Partnership Manager

Reliance Matrix
"ThreeFlow has completely changed the way we quote our ancillary business. It has streamlined our marketing workflow and allowed us to get real time results without having to go through pages of proposals. I love that our relationship with our carriers has not changed with the new workflow."
Christine Schlosser
Vendor Marketing Specialist
Henderson Bros

ThreeFlow Insights:

real-time, in-app market data

brokers can access
  • Carrier response rates
  • New business premium by carrier
  • Clients by industry
carriers can access
  • Outcomes by broker and incumbent
  • Target brokers for product blocks growth
  • Invite and close ratios
CASE STUDIES

Learn why ThreeFlow is trusted by industry leaders

NEWS & INSIGHTS

The latest from ThreeFlow

Achieve better outcomes and drive higher value

Request demo