product

The trusted Benefits Placement System

ThreeFlow is software built for the employee benefits industry.

It's time for benefits placements to join the 21st century.

$2B+
Premium under management
285
Broker locations
65+
Certified carriers
14,000+
Employers
Benefits evaluation and placement

Brokers and carriers work in one shared system to collaborate on renewals and new business RFPs.

Automation for better operations

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.

Data-driven decisions

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.

benefits placement with threeflow

More than just quoting

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.

DID YOU KNOW

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:

  • Collecting the right carrier contracts
  • Bundling coverage information
  • Preparing emails and attachments for carriers
The policy journey
Renewals

Never forget to collect
a renewal and drive consistency around timelines across a brokerage.

Go to Market

Send RFPs to carriers with all of the details needed to quote in 5 minutes. No more emails and cover letters.

New and renewal quotes

Receive faster, more competitive responses from underwriters.

Analyze

Compare quotes automatically, and identify deviations from existing coverage.

Eliminate spreadsheeting and other manual tasks before client meetings.

Renewals

Never forget to collect
a renewal and drive consistency around timelines across a brokerage.

Effective policies

Current policy details are stored digitally and accessible for the next renewal cycle.

Implementation

Avoid future claim discrepancies and leverage ThreeFlow to confirm what was sold is reflected on policy certificates.

Go to Market

Send RFPs to carriers with all of the details needed to quote in 5 minutes. No more emails and cover letters.

New and renewal quotes

Receive faster, more competitive responses from underwriters.

Analyze

Compare quotes automatically, and identify deviations from existing coverage.

Negotiate

Receive updated quotes in real time and easily identify any changes.

Effective policies

Current policy details
are stored digitally and accessible for the next renewal cycle.

Implementation

Avoid future claim discrepancies and leverage ThreeFlow to confirm what was sold is reflected on policy certificates.

Stop relying on email chains to keep track of quote edits and understand version control.

Decide and Close

Automatically notify carriers of sold outcomes.

Present

Help your clients offer the best benefits with tools to help them understand the value of each quote beyond rates.

Negotiate

Receive updated quotes
in real time and easily identify any changes.

Decide and Close

Automatically notify carriers of sold outcomes.

Present

Help your clients offer the best benefits with tools to help them understand the value of each quote beyond rates.

RESOURCES

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.

Read more →

Learn more about ThreeFlow