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Works with your existing systems to streamline placement and deliver better results.
It’s where brokers and carriers work together—not around each other. RFPs, quotes, analysis, and client-ready presentations all happen in a single, connected workflow.
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It’s a system purpose-built for the realities of benefits placement.
Generic tools break under the complexity of multi-line quoting and shared workflows. ThreeFlow brings brokers, carriers, and general agents into one purpose-built system, designed specifically for the realities of benefits placement.
ThreeFlow is the only system where brokers, carriers, and GAs all work from the same source of truth. Quoting, analysis, data normalization, negotiation, and presentation all happen in one connected workflow—eliminating email threads, attachments, and version confusion. Shared visibility leads to shared accuracy, which leads to shared outcomes.
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A BPS connects your CRM, AMS, BenAdmin, and carrier quoting tools without replacing any of them. ThreeFlow keeps data clean and consistent from the moment an RFP goes out through enrollment and policy administration, reducing re-keying, double entry, and downstream discrepancies.
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Automation and AI-assisted workflows accelerate every step of placement. RFPs are prepared faster, comparisons are generated automatically, negotiations move more quickly, and updates happen in real time. With fewer manual steps and fewer errors, your placement process becomes repeatable, predictable, and scalable.
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Placement has become more complex—more carriers, more data, more client expectations. Teams need shared systems, not shared spreadsheets to get a real competitive edge.
A BPS gives brokers, carriers, and GAs one shared workspace to manage quoting, analysis, negotiation, and placement—replacing spreadsheets and email-driven workflows with a connected, predictable process.
No. A BPS works alongside your existing systems, not instead of them. ThreeFlow connects your tech stack and keeps data consistent from quoting through enrollment and policy administration.
All three parties. Brokers, carriers, and general agents each use ThreeFlow to complete their part of the placement workflow, all from the same source of truth.
Yes. ThreeFlow automates renewal collection, RFPs, quote comparisons, updates, and repeatable tasks—eliminating spreadsheets, re-keying, and version confusion.
Yes. ThreeFlow supports fully-insured medical, ancillary, voluntary, and stop-loss across small groups, mid-market, and larger multi-line clients.
Carriers and General Agencies (GAs) pay a small fee to support data connectivity, automation, and ongoing product enhancements.
