ThreeFlow is the Benefits Placement System that brokers and carriers trust to maintain their relationships, enhance collaborative efforts, and help employers make the best benefit decisions.Request demo
We built the first Benefits Placement System (BPS), enterprise software that enables meaningful collaboration between benefits brokers and insurance carriers when writing business together. To be effective, a BPS must have three core features:
Accounts for the nuanced workflows and relationships across brokers, carriers, and the client.
Addresses end-to-end needs for renewals and new business: from data collection to underwriting review and client presentation to implementation.
Provides real-time, shared visibility and enables brokers and carriers to deliver the best possible outcomes for mutual clients.
Digital Distribution Team
Lacey Robinson, Managing Director, Employee Benefits
Gregory & Appel
Tami Gray-Myers, Vice President & Service Manager, Employee Benefits
Gregory & Appel
As we turn the page to a new year, it’s the perfect time to reflect on the growth and achievements of ThreeFlow in 2023.
ThreeFlow CEO and co-founder, Ryan Sachtjen, was a panelist on a recent Insurtech Insights Webinar titled “How AI and Connectivity are Changing Insurer-Broker Collaboration”.
Stewardship meetings can benefit brokers and carriers by leveraging data insights to inform decision-making. Here are four ways to leverage data insights during stewardship meetings to drive more substantial broker and carrier relationships.