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
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.
How many carriers should be invited to an RFP opportunity? Our industry wrestles with this question daily. Are four carriers enough? Is nine too many? Brokers operate on gut instinct rooted in their individual experiences. Some brokers shotgun the market. They send their clients to market every year and invite more carriers than needed out of fear of being undercut by another broker. Retaining your client base and managing relationships are both equally important. Striking a balance of these two priorities when conducting an RFP can be challenging without data.