AI does the keystrokes. Brokers do the judgment.

Brokers are stitching together ChatGPT or Claude prompts, building homegrown tools, or buying an agent to assemble their own AI. All three feel like progress. All three hand the checking, the fixing, and the liability straight back to the broker. ThreeFlow's AI is already built, already secure, and already works with 75+ carriers, so the broker owns the judgment, not the maintenance.

See ThreeFlow in action

75+

carriers on platform, submitting formatted, normalized data instead of PDFs a custom AI tool has to guess at

carrier integrations exist behind a custom AI tool or agent studio, so quotes still arrive as PDFs and emails, and a person checks and re-enters every line by hand. ThreeFlow connects directly to carriers, with 15 live rating and quoting APIs moving data seamlessly.

2024

is when AI first went into production at ThreeFlow, with brokers in control the whole time

Trusted by brokers, carriers, and partners in the benefits ecosystem

And more

Trusted by brokers, carriers, and partners in the benefits ecosystem

And more

Trusted by brokers, carriers, and partners in the benefits ecosystem

And more

ThreeFlow vs. custom AI and AI agents, at a glance

The status quo

Who reviews the output

Carrier submits and reviews quotes; ThreeFlow normalizes the data and validates it automatically.

Broker, by hand, every time, because nothing upstream is normalized or verified.

Your team deserves to spend more time outside of spreadsheets. With ThreeFlow, they can.

A support team, not a help widget.

You'll get an implementation specialist for setup, two client experience team members ongoing, and email support for you and your carrier partners averaging 1 hour 15 minutes.

Because brokers and carriers share one system on ThreeFlow, support sees both sides and resolves it directly, instead of sending you back to your carrier rep. The status quo has no support team. When a spreadsheet breaks, that's on you.

The manual way isn't one broken tool.

It's a stack of workarounds: a spreadsheet for quotes, an inbox to chase carriers, a drive for versions, a reminder for renewals. Each looks reasonable alone. Together, they're why roughly 40% of placement time goes to formatting data instead of advising clients.You'll get an implementation specialist for setup, two client experience team members ongoing, and email support for you and your carrier partners averaging 1 hour 15 minutes.

ThreeFlow is the Benefits Placement System: one workspace where brokers and carriers quote, negotiate, and renew together, with AI doing the keystrokes. It doesn't replace your AMS or your carrier relationships. It fills the missing link between them.

Ready to leave the spreadsheets behind?

See ThreeFlow in action

Frequently asked questions

What is ThreeFlow's Benefits Placement System (BPS)?

It's the shared workspace where brokers and carriers manage quoting, negotiation, and renewals together, with AI doing the manual work in the background, instead of each side working in its own disconnected tools and reconciling everything over email.

We already use spreadsheets and email that everyone knows how to use. Why change?