RFP to presentation is half the job.
Plansight doubles down on presentation. ThreeFlow keeps the entire placement cycle in mind—renewals, negotiation, and carriers—with AI built in from day one and HITRUST certification behind it, plus a dedicated, full-time support team.
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ThreeFlow vs. Plansight at a glance
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Plansight ends at the presentation. ThreeFlow doesn't.
Plansight calls itself an "RFP to Employer Presentation" solution, and it's upfront about that boundary. PlansightAI and SmartSheetingAI do solid work extracting and normalizing carrier documents inside that window.
ThreeFlow covers what happens next. Smart Proposals and Smart Renewals normalize quotes the same way, whether a carrier uploads a document or connects directly through ThreeFlow Connect, and every version gets tracked automatically.
Then carriers stay in the system: negotiating line by line, confirming sold plans, and getting notified the moment a deal closes. One system for the whole placement, not one tool for the RFP and a separate trail of emails for everything after.
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Frequently asked questions
It's the shared workspace where brokers and carriers manage quoting, negotiation, and renewals together, with AI doing the manual work in the background, instead of each side working in its own disconnected tools and reconciling everything over email.
Carriers work directly in ThreeFlow. They respond to RFPs and renewals by uploading documents (which we read with AI), highlight differentiators per RFP, and get notified automatically when a plan sells. In Plansight, carriers don't have accounts—brokers upload or email every quote themselves, and negotiation happens outside the platform.
PlansightAI and SmartSheetingAI extract and normalize carrier documents. That’s useful when quotes arrive as PDFs, Excel, or CSVs. ThreeFlow's Smart Proposals and Smart Renewals do the same kind of normalization, and carriers can also connect directly through ThreeFlow Connect so quotes arrive already structured. Either way, every version gets tracked automatically which is something that doesn't carry into the negotiation on Plansight, because carriers aren't in the platform to negotiate.
Yes. ThreeFlow supports all group sizes and product types, including medical, alongside stop loss, life, disability, dental, vision, and worksite.
In ThreeFlow, that's where the real work continues: renewals, negotiation, quote edits, and win/loss notifications, all tracked in one place. In Plansight, that work mostly moves off-platform once the presentation is built.
No. ThreeFlow fills the missing link in your existing tech stack. It doesn't replace your AMS, your benefits administration system, or your carrier relationships. We currently integrate with Applied Epic and BenefitPoint. Read more about our integrations here.
You'll start with your own implementation specialist for setup, then work with two members of our client experience team on an ongoing basis. We also have a dedicated support team for you and your carrier partners, available via email, with an average response time of 1 hour 15 minutes.
Yes. Presentation Assistant builds fully custom-branded templates, with every quote edit and version tracked for a complete audit trail.
