Trusted by benefits brokers and carriers to simplify RFPs and renewals

Automate and enhance your benefits placement experience in one shared system, from new and renewal quotes to analysis to presentation to implementation.

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Streamline workflows in one shared system for better results.

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Avoid costly errors caused by extracting data from PDFs and emails.

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Use in-app data to drive growth opportunities and client outcomes.

Request a live demo

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Streamline workflows in one shared system for better results.

White document with lines and a shield with checkmark on green circular background.

Avoid costly errors caused by extracting data from PDFs and emails.

White connected nodes forming a square shape inside a green circle background.

Use in-app data to drive growth opportunities and client outcomes.

Trusted by brokers, carriers, and partners in the benefits ecosystem

BY THE NUMBERS

Leading the industry

$2B+

Premium under management

450+

Broker locations

75+

Certified carriers

14,100+

Employers

"The ThreeFlow platform has streamlined my processes as the marketing specialist. Once the lines of coverage are "built" in the system, everything else is super simple! I'm able to request renewals, competitor quotes, alternates, etc. with the push of a button. I also no longer have to put all of these quotes onto spreadsheets, which saves me approximately 5 hours of work per client!"

Erin Bowe 
Marketing Services Specialist 
Wallace Welch Willingham

"ThreeFlow’s Insights has provided Reliance Matrix real-time data analytics and historic trend information that helps to make better local market decisions and creates sales strategies with our brokers, leading to an increase in opportunities.”

Stephanie Heenan 
Strategic Partnership Manager 
Reliance Matrix

"ThreeFlow has completely changed the way we quote our ancillary business. It has streamlined our marketing workflow and allowed us to get real time results without having to go through pages of proposals. I love that our relationship with our carriers has not changed with the new workflow."

Christine Schlosser
Vendor Marketing Specialist
Henderson Bros

NEWS & INSIGHTS

The latest from ThreeFlow

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COMPANY NEWS

Reflecting on ThreeFlow's Growth in 2023

INDUSTRY INSIGHTS

How AI and connectivity are changing insurer-broker collaboration: highlights

INDUSTRY INSIGHTS

Four ways to leverage data during stewardship meetings

INDUSTRY INSIGHTS

Data-driven insights: Striking the right balance in RFP invitations