Alliant teams like Leanne's save hours on placement, serve more clients, and go to market faster — with one easy-to-use platform. Learn how ThreeFlow streamlines benefit placement at Alliant.
"ThreeFlow does the spreadsheeting for us — we save 30 to 60 minutes per placement, which adds up fast when you're managing dozens of clients"
Email jefflee@threeflow.com for ThreeFlow overview and demo.
Align on next steps with curated implementation strategy conversations.
Kickoff the partnership with ThreeFlow.
Go-to-market repeatability enables adherence to centralized processes. Prompted quoting best practices improve growth strategies.
Create consistent workflows with carrier partners across locations and teams, making it easy to influence quote accuracy.
Set user permissions, support clients, and track metrics by brokerage location and organizational structure.
200+ brokerage locations trust ThreeFlow to help them streamline benefits placement workflows.
Brokerages can organize, access, and place renewals and new business RFPs by location and organizational structures, which enables segmented reporting.
We have several options for you to add groups and their coverages to ThreeFlow. Coverages stay up-to-date since renewals and RFPs are completed on ThreeFlow.
Brokerages can schedule several renewals or collect a few when needed. Carriers are notified in-app and via email, and can also initiate renewals by emailing submit@threeflow.com
Go to market in minutes by removing the manual task of compiling cover letters and emails with dozens of attachments.
Brokerages and carriers can comment on opportunities, add in-line notes to benefit line items, and access quote history all in real-time.
ThreeFlow Connect supports integrations with agency management systems (AMS) and non-medical carriers in an effort to drive faster and automated outcomes.
Access exclusive, in-app, real-time market data that helps you identify bonus override opportunities and carrier response and decline rates.