Supporting your organization at every level

Built by the industry, for the industry

We tend to have very complicated RFPs. ThreeFlow’s Client Experience and Underwriting Consulting teams work closely with us to prepare marketing events. I was surprised by how easy it could be.”

Tami Gray-Myers,
Vice President & Service Manager,
Gregory & Appel


Support users value

Customer satisfaction
1.8 hours
Average time to resolution
8 years
Avg years industry experience
Setting you up for success

From kickoff and beyond, our teams provide the partnership and resources to ensure all customers thrive on our platform, regardless of size or structure.

Setting you up for success

A self-serve support library and team of product specialists ready to provide quick answers and in-depth training when you need it.

  • How do I schedule a renewal?
  • When was the quote last updated?
Relationship management

Dedicated ThreeFlow experts to help your executive team and day-to-day users create operational efficiencies and meet business goals.

  • What’s my carrier response rate?
  • How am I performing with brokerages in this region?
Expansion planning

1:1 support and guidance on how to use ThreeFlow centralized growth for national brokerages and centers of excellence.

  • How can I sort benefits by location?
  • How can I ensure adherence to carrier panels?

User resources

Your ThreeFlow team

7.8 average years
of experience

Product specialist

Hosts ongoing user training and answers product questions.

6 average years
of experience

Implementation manager

Helps you onboard and learn the ThreeFlow basics.

7.25 average years
of experience

Customer success manager

Dedicated to helping you understand new updates and ThreeFlow best practices.

8.5 average years
of experience

Client Experience or Partnership Executive

A thought partner for expanding ThreeFlow to meet your business goals.

Benefits placement made better

Eliminate renewal and RFP redundancies–with dedicated support at every step.