ThreeFlow Connect

ThreeFlow Connect automates how placement data flows across brokers, carriers, and partners, so teams spend less time re-entering information and more time moving business forward.

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Powering a connected benefits tech stack

ThreeFlow Connect works with leading broker, carrier, and partner systems across the industry.

It's a process problem

Teams re-key the same data acrossmultiple tools

Incomplete or mismatchedinformation leads to revisions & delays

Business is lost to competitors simply because they're easier to work with

How ThreeFlow Connect works

Connected brokers

Connected carriers

Connected partners

Integrations with meaningful impact

More time for benefits strategy

Automate post-sale data entry and focus on strategic tasks like benefits planning and client relationships.

Better data and reporting

Keep placement data consistent across systems to reduce errors during enrollment, implementation, and future renewals.

Automated AMS sync

Send final sold plans and post-sale details directly into your AMS, eliminating dual entry and version confusion.

Better alignment with brokers

Replace scattered information with complete, validated opportunity and quote data flowing directly between systems.

Win more business

Respond faster to new and renewal opportunities with system-to-system quote delivery and fewer revisions.

Plan smarter

Get a complete view of placement activity with connected data andThreeFlow Insights.

Seamless data exchange

Receive placement data automatically, without custom exports or manual handoffs.

Smoother implementation

Support faster setup and ongoing processes with clean, connected data across systems.

Stronger ecosystem collaboration

Keep brokers, carriers, and partners aligned through one shared source of truth

For brokers

More time for benefits strategy

Automate post-sale data entry and focus on strategic tasks like benefits planning and client relationships.

Better data and reporting

Keep placement data consistent across systems to reduce errors during enrollment, implementation, and future renewals.

Automated AMS sync

Send final sold plans and post-sale details directly into your AMS, eliminating dual entry and version confusion.

For carriers

Better alignment with brokers

Replace scattered information with complete, validated opportunity and quote data flowing directly between systems.

Win more business

Respond faster to new and renewal opportunities with system-to-system quote delivery and fewer revisions.

Plan smarter

Get a complete view of placement activity with connected data andThreeFlow Insights.

For partners

Seamless data exchange

Receive placement data automatically, without custom exports or manual handoffs.

Smoother implementation

Support faster setup and ongoing processes with clean, connected data across systems.

Stronger ecosystem collaboration

Keep brokers, carriers, and partners aligned through one shared source of truth

ThreeFlow Connect is the bridge between systems

Faster placements

Move RFPs, quotes, and sold plans between systems without spreadsheets, file uploads, or re-entry.

Less manual work

Eliminate duplicate data entry and downstream cleanup by keeping systems automatically in sync.

One shared source of truth

Ensure everyone works from the same validated placement data, from quote through implementation.

FAQ

Is ThreeFlow Connect separate from the ThreeFlow platform?

ThreeFlow Connect is part of the ThreeFlow experience and it focuses specifically on system-to-system automation.

Does ThreeFlow Connect replace our AMS, quoting system, CRM, or benefits admin tools?

No. ThreeFlow Connect works alongside your existing systems, not instead of them. It integrates those tools into ThreeFlow so placement data flows automatically between systems, reducing duplicate work and version confusion.

How to get started with ThreeFlow Connect?

Reach out to connect@threeflow.com to dive into integration options.

Who uses ThreeFlow Connect?

All parties involved in benefits placement benefit from ThreeFlow Connect. Brokers use it to automate post-sale workflows and AMS updates. Carriers use it to receive structured opportunities and return cleaner quotes faster. Partners use it to support implementation and ongoing administration.

Is data secure with ThreeFlow Connect?

Yes. ThreeFlow Connect uses secure, API-based integrations to ensure data moves safely between systems while maintaining enterprise-grade security standards.