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Transform quote comparisons into polished, client-ready presentations without the manual formatting, spreadsheet cleanup, or PDF sifting.
ThreeFlow automatically generates side-by-side comparisons so you can stop digging through lengthy PDFs to understand plan differences. Everything is clean, organized, and ready for client conversations.
Presentation Assistant supports quotes from certified and non-certified carriers, helping you tell a complete market story—no matter where the quote originated. Your clients get a unified view. Your team avoids manual consolidation.
With one click, side-by-side comparisons convert into a polished client template—or you can present directly from within ThreeFlow. This eliminates rebuilding slides, copying and pasting data, or adjusting layouts.
Embed placement results directly into your brokerage’s preferred presentation template—preserving firm details, fonts, margins, column widths, print settings, and other formatting preferences. Your team keeps the format they trust, without the hours spent adjusting it.
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Formatting and data entry disappear so you can focus on advising your clients.
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Formatting and data entry disappear so you can focus on advising your clients.
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You walk into every meeting with a polished narrative—supported by clear visuals.
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No more last-minute slide builds or spreadsheet wrangling.
Spend less time formatting and more time advising with Presentation Assistant.
