Bridging the gap between RFP and open enrollment

Brokers shouldn’t have to retype plan details into OE materials. Or chase down mismatched PDFs, or double-check carrier files line by line.

But when quoting and enrollment tools don’t talk to each other, that’s exactly what happens. And it slows down every stakeholder involved.

The new ThreeFlow × Brite integration eliminates that manual work and the risk that comes with it. Brokers can instantly push structured plan data from RFPs and renewals straight into digital, mobile-first employee guides. That leaves more time for:

• Finalizing strategy with clients instead of spreadsheet gymnastics
• Reviewing plan performance instead of reconciling errors
• Scaling enrollment support across more clients without burning out the team

Before we dive into the details of the partnership, let’s take a look at what’s bogging down most OE workflows and what it takes to deliver the speed and accuracy clients expect.

The disconnect between quoting and employee education

Even if plan details are captured accurately during the RFP and quoting process, the handoff to employers is like a game of telephone.

To create employee-facing materials, brokers and HR teams often manually recreate plan data. That opens the door to inconsistencies between what carriers quoted and what gets communicated to employees. But it also leads to:

• Lost nuance in coverage descriptions or tier structures
• Redundant, repetitive work across broker and client teams
• Last-minute corrections

Impact on broker, carrier, and employer workflows

When quoting and employee communication live in separate systems, it negatively impacts every stakeholder involved:

• Carriers have no way to track how their plans are presented.
• Brokers spend extra time resolving discrepancies and double-checking plan materials.
• Employers field employee questions about unclear or mismatched information.

Regardless of how strong the benefits package was to begin with, fragmented workflows erode trust and put client relationships at risk.

Why modern brokers expect end-to-end workflows

At this point, enough brokers have felt the pain of disjointed processes to know fragmented workflows aren’t going to cut it long term.

"There's really no slow season for brokers. When you're working your client base throughout the year, there are so many triggers and milestones you have to think about, so you have to systematize as much as you can. But that's hard to do across dozens of clients without software."

Deanna Beatty

Benefits Processor at Scott Insurance

To keep up with client demand, and continue growing their book of business, modern brokers need interconnected systems that reduce re-entry and streamline case delivery from start to finish.

When everyone works from a single source of truth:

• Internal teams are more efficient. Account managers and support staff spend less time reconciling files, tracking down discrepancies, or rebuilding plan summaries from scratch.
• Turnaround time is faster, even during busy seasons. Without reformatting and re-entry slowing them down, teams move through renewals quicker—without sacrificing accuracy.
• Employers and employees have a better experience. When plans quoted match plans communicated, there’s less confusion, higher engagement, and stronger trust across the board.

Bringing the ecosystem together: ThreeFlow × Brite

Closing the gap between what plans are sold and what benefits employees actually see at open enrollment isn’t about adding more people or more tools. It’s about adopting end-to-end systems that maintain accuracy, from quoting to final decision.

That’s what the ThreeFlow and Brite integration was built to support: a clean, reliable transfer of structured plan data across the entire benefits process.

Threeflow collects and standardizes plan data during quoting, then passes it directly to Brite, where it’s transformed into digital, employee-friendly benefit guides. No manual rework, no version control issues, and no last-minute inconsistencies. All the right data is right where you need it.

What this means for brokers

The days of retyping plan details into open enrollment materials are over. With data flowing straight from ThreeFlow to Brite, brokers don’t have to copy/paste and cross-check files to prepare employee-facing materials.

What’s quoted is what gets communicated. And it happens automatically, leaving brokers more time to focus on client strategy rather than cleanup.

What this means for employers and employees

The ThreeFlow × Brite integration ensures employees receive clear, accurate benefits information, helping them make more informed decisions about their health and well-being—which ultimately boosts engagement and retention.

For HR teams, that clarity translates to a smoother OE process. Less time answering questions and correcting mistakes means more time to focus on more strategic work.

Closing the loop improves the whole experience

When quoting and enrollment rely on manual handoffs, it’s impossible for details not to get lost. Because each stage of the benefits workflow depends on the accuracy and clarity of the one before it, the only way to avoid delayed timelines and fractured communication is to connect them through a single, end-to-end process.

Brokers who embrace continuous, data-driven workflows save time, avoid rework headaches—and most importantly—they position themselves as modern, strategic partners. For brokers looking to scale their service model and deepen client trust, this is the direction the industry is already heading. Now’s the time to move with it.

Explore how ThreeFlow and Brite’s connected workflows can elevate your business. Schedule a demo today.