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ThreeFlow is software built for the employee benefits industry.
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Brokers and carriers work in one shared system to collaborate on renewals and new business RFPs.
ThreeFlow is the first pre-sale solution that integrates with other tools in your technology stack. Pass coverage and opportunity data from ThreeFlow to AMS, carrier rating and quoting systems, and Salesforce.
Access data you can’t find anywhere else. Identify growth opportunities with real-time, in-app market data like close ratios and carrier response rates.
ThreeFlow is the only solution in the market that gives brokers and carriers the ability to automate and enhance the benefits placement experience, from new and renewal quotes to analysis to presentation to implementation.
On average, a brokerage spends about 6 hours preparing an RFP to send to market. If each employer client offers 5 non-medical plans, that’s 30 hours per employer per year.
How those six hours are spent:
Never forget to collect a renewal and drive consistency around timelines across a brokerage.
Send RFPs to carriers with all of the details needed to quote in 5 minutes. No more emails and cover letters.
Receive faster, more competitive responses from underwriters.
Compare quotes automatically, and identify deviations from existing coverage.
Eliminate spreadsheeting and other manual tasks before client meetings.
Never forget to collect a renewal and drive consistency around timelines across a brokerage.
Current policy details are stored digitally and accessible for the next renewal cycle.
Avoid future claim discrepancies and leverage ThreeFlow to confirm what was sold is reflected on policy certificates.
Send RFPs to carriers with all of the details needed to quote in 5 minutes. No more emails and cover letters.
Receive faster, more competitive responses from underwriters.
Compare quotes automatically, and identify deviations from existing coverage.
Receive updated quotes in real time and easily identify any changes.
Current policy details are stored digitally and accessible for the next renewal cycle.
Avoid future claim discrepancies and leverage ThreeFlow to confirm what was sold is reflected on policy certificates.
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Stop relying on email chains to keep track of quote edits and understand version control.
Automatically notify carriers of sold outcomes.
Help your clients offer the best benefits with tools to help them understand the value of each quote beyond rates.
Receive updated quotes in real time and easily identify any changes.
Automatically notify carriers of sold outcomes.
Help your clients offer the best benefits with tools to help them understand the value of each quote beyond rates.
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Introducing the Benefits Placement System
When it comes to buying, selling, and even managing employee benefits, an old adage hits too close to home: the only consistency is inconsistency. Today’s processes are not only entirely manual, but also managed through siloed systems. This is especially true when you’re placing insurance coverage.
