Better benefits placements

Create an operational advantage with unique data and predictable renewal and go-to-market workflows.

I enjoy using ThreeFlow because it makes the marketing process as well as renewal collections more organized. It helps me keep my head on straight!

Jennifer Curtis

Client Specialist


ACCording to users

Efficiency, delivered

Work better
Increase productivity by up to 50%
Add more value
Free up almost 50% of your workday and focus on tasks like benefits strategy
7+ hours
Work faster
Save more than 7 hours per RFP

Build organized, data-driven benefits placement processes across your brokerage

Time savings

Unlock productivity by using a shared system to send, receive, discuss, and finalize benefits.

Action-oriented collaboration

Use built-in version control to build trust and avoid discrepancies.

Scale brokerages easily

Drive revenue growth with workflows that are centralized, repeatable, and built purposefully for benefits placement.

Advanced market intelligence

Self-serve and access in-app data to better manage revenue planning and forecasting.

How ThreeFlow supports benefits placement beyond RFPs

Renewal management

Quick RFPs

Digital analysis and negotiation

System-to-system integrations

Real-time, in-app market data

Renewal management

Collect or schedule renewals based on your preferred timeline and go to market when necessary.

Quick RFPs

Go to market in minutes by removing the manual task of compiling cover letters and emails with dozens of attachments.

Digital analysis and negotiation

Collaborate with carriers in real-time, discuss benefit line items, view side-by-side comparisons, and access quote history.

System-to-system integrations

Send accurate post-sale details directly to your AMS or Salesforce with ThreeFlow Connect.

Real-time, in-app market data

Improve your revenue planning and forecasting with ThreeFlow Insights and track metrics like new business premium per carrier and decline rates.

Supporting your organization at every level

Dedicated teams for user support, education, and strategic insights—bringing your benefits placement into the 21st century.