A national provider of insurance and financial services for more than 140 years, OneAmerica helps customers build and protect their financial futures. They offer a variety of products and services to serve the financial needs of its policyholders and customers, including retirement plan products and recordkeeping services, individual life insurance, annuities, asset-based long-term care solutions, and employee benefit plan products.
We talked with their sales team to understand how they are using ThreeFlow to approach the RFP process differently and build better relationships with their broker partners.
Many solutions on the market take an eBay-style bidding approach—which we have found to be less successful in the long term. We're not about quoting the lowest rate every time. We're about service and relationships. So, we went into our first meeting with ThreeFlow with that mindset.
Right away, we saw that ThreeFlow was different. We loved that we'd be able to continue building the relationship with brokers through messaging and benefit call-outs. Not only that, but the system captures all communication and keeps it in one centralized location. There aren't multiple emails that you have to remember to download and save. Having ThreeFlow as the source of truth, from proposal to implementation, was a huge selling point.
We're excited about the data and insights that ThreeFlow provides. We can see how we're performing against competitors, where our market is located, how often brokers are going to market, and where we're missing out on opportunities. This allows us to make more intelligent business decisions.
Beyond that, we appreciate the dedication from the ThreeFlow team to help our team get up and running. Our account manager has ensured that we're trained and our data is up-to-date.
If you're wanting all of your data clean, up-to-date, and in one centralized location, then ThreeFlow is an excellent solution.