CASE STUDY

Consistency at scale

ThreeFlow helps MMA offices reduce rework, streamline renewals and RFPs, and maintain a trusted source of truth across teams and carrier partners.

As MMA continues to grow across regions and teams, consistency and operational clarity have become even more critical. Offices using ThreeFlow are reducing inefficiencies, improving alignment with carrier partners, and creating a shared source of truth that scales with the organization.

The data that’s being captured in ThreeFlow now, the normalization is working really well. So well that we are referring to ThreeFlow as one of our systems of truth in terms of what coverages are in place today for our clients.

Meredith Jacobsen

SVP, Client Service

MMA Mid Atlantic

Why MMA offices use ThreeFlow

Consistency at scale
As MMA grows, offices need repeatable workflows that reduce risk and eliminate version control issues. ThreeFlow provides a centralized system of record without removing local flexibility.
Operational efficiency
Reduce manual tracking, duplicate data entry, and last-minute reconciliation. Teams spend less time chasing details and more time advising clients.
Carrier alignment
Create a structured renewal and RFP process that improves quote accuracy and reduces downstream implementation issues.
Visibility & accountability
Leadership gains insight into what was sold, what’s pending, and where action is required across teams and offices.

How to get started

Connect with the ThreeFlow team at jefflee@threeflow.com
Review your current renewal and RFP workflows to identify where inconsistency or rework exists.
Align on a phased rollout approach that works for your office’s structure and goals.

Your questions answered

450+ brokerage locations trust ThreeFlow to help them streamline benefits placement workflows.
Does ThreeFlow support organizing benefits based on locations or offices?

Brokerages can organize, access, and place renewals and new business RFPs by location and organizational structures, which enables segmented reporting.

How does ThreeFlow manage my groups and their coverages?

We have several options for you to add groups and their coverages to ThreeFlow. Coverages stay up-to-date since renewals and RFPs are completed on ThreeFlow.

How does the platform support renewal management?

Brokerages can schedule several renewals or collect a few when needed. Carriers are notified in-app and via email, and can also initiate renewals by emailing submit@threeflow.com

How does the platform support RFPs?

Go to market in minutes by removing the manual task of compiling cover letters and emails with dozens of attachments.

What analysis and negotiation tools are available for working with carriers?

Brokerages and carriers can comment on opportunities, add in-line notes to benefit line items, and access quote history all in real-time.

What systems does ThreeFlow integrate with?

ThreeFlow Connect supports integrations with agency management systems (AMS) and non-medical carriers in an effort to drive faster and automated outcomes.

Does the platform offer real-time market data?

Access exclusive, in-app, real-time market data that helps you identify bonus override opportunities and carrier response and decline rates.