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Simplify renewals and improve client outcomes
ThreeFlow gives brokers a shared system to streamline renewals, eliminate manual work, and present smarter, data-backed recommendations.
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, M3
Client Specialist, M3
Efficiency delivered
1.5x more productive
Reclaim time lost to spreadsheets and re-keying.
50% more time for client strategy
Automate manual work so your team can focus on value, not admin.
7+ hours
saved per RFP
saved per RFP
Move from request to market-ready in minutes
Built for all product lines and group sizes
One system for your entire book of business
Whether you’re placing fully-insured medical, ancillary, voluntary, or stop-loss—and whether your groups are 2 lives or 2,000—ThreeFlow standardizes workflows across your entire book of business.
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Consistent processes across product lines
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Predictable renewals for small and mid-size groups
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Streamlined complexity for larger, multi-line clients
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A single system of action for your entire brokerage
How ThreeFlow supports every step of placement
From renewal collection to go-to-market to final bind, ThreeFlow brings every step of placement into one shared, organized workflow—reducing manual work and increasing clarity for your entire team.
Built to complement—not replace— your existing tools
Integrates with:
AMS (coverage + sold outcomes synced automatically)
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CRM (Salesforce, HubSpot, and more)
BenAdmin systems
Carrier quoting + rating systems
Implementation + policy administration platforms
ThreeFlow is a secure, connected system of action for every placement stage—reducing manual work, maintaining accuracy, and ensuring downstream systems always match what was sold.
Learn how ThreeFlow integrates with your systems.
Make every decision data-driven
ThreeFlow Insights gives brokers access to real-time, in-app market data so you can negotiate confidently, advise strategically, and present compelling recommendations to clients.
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Understand carrier response patterns and hit ratios
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Compare competitiveness by product line and market segment
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Spot deviations and outliers instantly
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Strengthen client conversations with clear, data-backed analysis
Supporting your organization at every level
Whether you’re a producer, an account manager, or part of the marketing team, ThreeFlow gives every role the tools and clarity they need to deliver their best work.
Producers
Move faster and spend more time advising clients.
Marketing teams
Eliminate spreadsheeting and manual RFP prep.
Account managers
Run smooth, predictable renewals.
Leadership
Gain visibility into performance, productivity, and carrier outcomes.
We partner with you to make benefits placement modern, consistent, and scalable.
Give your team time back—and give your clients better outcomes.
