AI that works

The hours you spend on every RFP and renewal? Gone.

Every brokerage is figuring out how to put AI to work. ThreeFlow already has. Accurately extracting carrier data, formatting proposals, building coverages—all in the background of how brokers and carriers already work. We built it in 2024. You're hearing about it in 2026.

AI in the benefits industry
We surveyed over 200 benefits professionals
34%
of brokers say proposal building is their biggest time drain
32%
of brokers say extracting carrier data is their most manual task
75%
of brokers already use or are exploring AI tools
Smart proposals

Request RFPs. Receive accurate proposals. You don’t open Excel.

Formatting and data entry are the most time-consuming, lowest-value tasks in your workflow. Smart proposals pulls rates and plan designs directly from carrier quotes in minutes and builds the presentation. The work happens. No one wastes time doing it.

Smart proposals

AI-populated proposals from carrier quote data, ready to present.

AI-assisted coverage builds

Upload your documents.
ThreeFlow builds the rest.

Getting a group to market shouldn't start with hours of configuration. Upload the census and prior plan documents, and ThreeFlow's AI builds the coverages—extracting the right data, mapping it correctly, getting it ready to quote. Brokers are in-market faster because the setup is already done.

AI-assisted coverage builds

AI-built coverages from census data and prior plans.

NORMALIZATION

"30 hrs/wk." "30 hours per week." "30." They all mean the same thing. Now they all look the same too.

When carriers submit quotes, they describe the same benefit in different ways—different formats, different expressions, sometimes just different enough that a broker has to stop and guess what they meant. ThreeFlow normalizes those values automatically before they hit the comparison view. Every carrier's data lands on the same basis. The apples-to-apples comparison is just there—no manual cleanup, no guesswork.

NORMALIZATION

Carrier quote values standardized automatically—before they reach your comparison view.

We built it in 2024. You're hearing about it in 2026.

ThreeFlow's AI was never a feature announcement. It was just how the product worked—automating the parts of placement brokers and carriers like least, before automating placement was something vendors talked about.