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
From underwriters to game designers and food enthusiasts, our Meet the Team series highlights the great people who make up ThreeFlow.
With an ever-growing to-do list, it takes time to keep up with one of the essential tasks of the new year: checking new policy documents and certificates of coverage and ensuring everything aligns with the sold policy and client expectations.
The new year is an exciting time in the employee benefits industry. Brokers and carriers dive back into renewals and new policy implementations while keeping their eyes on the possibilities of the year ahead. At ThreeFlow, we're delighted to kick off the new year alongside so many modern and innovative brokers and carriers.