You handle the relationship. We handle everything else.
ThreeFlow handles quoting, analysis, and presentations. The Cason Group handles product consultation, carrier access, and service for ancillary and medical in select states.
Request demoBrokers are good at winning business. The part that slows them down is everything after.
Reformatting sold details. Emailing the GA. Waiting on confirmation. Following up. None of it grows your book. It just fills your afternoon.
The Cason Group and ThreeFlow close that loop:
.svg)
Brokers can’t afford to slow down
Placing benefits involves coordinating many moving parts. The handoff to your GA, pulling sold details together and getting them over to kick things off, is where placement slows down or lands on your plate when it shouldn't.
The Cason Group and ThreeFlow fix that:
ThreeFlow handles the front end
The Cason Group handles the back end
ThreeFlow handles the front end
The Cason Group handles the back end
What’s in it for you
However you work today, the best version is one workflow away.
Brokers and the Cason Group run renewals and RFPs together on ThreeFlow. Quoting, carrier collaboration, analysis, and client presentations, all in one shared workspace.
Quotes in less time. ThreeFlow digitizes quoting and analysis workflows at no platform cost.
Product expertise across medical and every ancillary line, connected to the placement workflow you already run.
About the Cason Group
Founded in 1991 and based in Columbia, South Carolina, The Cason Group is a benefits general agency that serves insurance advisors across group benefits, financial services, individual medical, and benefits education. With staff in 10 states and a reputation for being adaptable, accurate, and dependable, Cason has spent three decades helping advisors solve their toughest problems, and staying current as the industry changes.
One process. No gaps.
