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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
The manual gap is gone.
You finalize sold coverage, and sold details go to CRC Benefits automatically, already formatted, ready for installation. No downloads, no emails, no chasing anything down.
Quotes in less time. Handoffs that run themselves.
ThreeFlow handles the quoting and analysis at no platform cost. CRC Benefits handles the rest. The gap between them? Automated.
Quoting, implementation, and data handoff, all connected in one workflow. No manual coordination, no GA back-and-forth, no drop-off after the close.
