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You handle the relationship.
We handle everything else.
ThreeFlow handles quoting, analysis, and presentations. CRC Benefits handles implementation and enrollment. One workflow connects them—no stitching required.
Brokers are good at winning business.
The part that slows them down is everything after.
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Brokers can’t afford to slow down
ThreeFlow handles the front end
Quoting, carrier collaboration, analysis, and client presentations — all in one shared workspace.
CRC Benefits handles the back end
Group install, enrollment support, consolidated billing, and dedicated service—backed by one of the nation’s largest wholesale providers of employee benefits products and services.
ThreeFlow automates the handoff
When you close a group, sold details go to CRC Benefits automatically. Consistent format, straight into their system, ready for installation. No manual work on either end.
ThreeFlow handles the front end
Quoting, carrier collaboration, analysis, and client presentations — all in one shared workspace.
CRC Benefits handles the back end
Group install, enrollment support, consolidated billing, and dedicated service—backed by one of the nation’s largest wholesale providers of employee benefits products and services.
ThreeFlow automates the handoff
When you close a group, sold details go to CRC Benefits automatically. Consistent format, straight into their system, ready for installation. No manual work on either end.
One process. No gaps.
What's in it for you
Today, you quote and analyze on ThreeFlow, then hand off to your GA manually. The partnership adds GAs, such as CRC Benefits' implementation and enrollment services on the other end, plus an automated handoff between the two, so nothing gets re-entered or re-sent.
Today, CRC Benefits handles your implementation and enrollment, but quoting and analysis happen elsewhere. The partnership adds ThreeFlow's quoting and analysis at no platform cost, and an automated feed straight into CRC Benefits, replacing whatever manual step gets sold details to them now.
Today, you're using both, but sold details still move between them manually. The partnership adds the automated handoff itself ( the missing connective piece) so finalized coverage lands in CRC Benefits’ Salesforce instance already formatted, with no downloads or emails.
