ThreeFlow
ThreeFlow is an insurtech company reshaping how brokers and carriers work together. They pioneered the concept of a Benefits Placement System (BPS) — a shared digital platform for brokers, carriers, and employers to collaborate during the RFP and placement process.
Description
ThreeFlow is a groundbreaking brand that is advancing, accelerating, and humanizing the insurance industry. With a mission to improve the efficiency and effectiveness of insurance processes, ThreeFlow offers the first Benefits Placement System, a cutting-edge enterprise software that revolutionizes the way benefits brokers and insurance carriers manage the placement process. At ThreeFlow, we understand the pain points of the industry firsthand. The insurance buying, selling, and management processes are often burdened by administrative complexities and outdated systems. We believe that meaningful collaboration is the key to productivity and success. With our innovative technology, ThreeFlow connects people, systems, and information to create more efficient and effective workflows between brokers, carriers, and their employer clients. By streamlining the entire placement process in one shared system, ThreeFlow empowers brokers and carriers to make better decisions and deliver exceptional outcomes. Join the ThreeFlow revolution and experience a new era of insurance management. Visit our website to learn more about our products, case studies, and career opportunities.
Features
Benefits Placement System
Benefits evaluation and placement
- Brokers and carriers work in one shared system to collaborate on renewals and new business RFPs.
Automation for better operations
- ThreeFlow is the first pre-sale solution that integrates with other tools in your technology stack. Pass coverage and opportunity data from ThreeFlow to AMS, carrier rating and quoting systems, and Salesforce.
Data-driven decisions
- Access data you can’t find anywhere else. Identify growth opportunities with real-time, in-app market data like close ratios and carrier response rates.
ThreeFlow Insights
Expand your view of market activity
- Access response rates and new business premium by carrier to manage revenue planning and forecasting.
Strengthen your negotiation position
- Leverage reliable data like response timeliness to confidently drive partner conversations for mutually beneficial contracts.
Influence your team’s market activities
- With views on what carriers are winning your business and the associated premium, enable teams to make marketing decisions that achieve revenue goals.
Smart Proposals
Focus on what counts
- Spend more time highlighting your differentiators, not worrying about data entry or normalizing values yourself.
Quote painlessly
- Reduce liability associated with manually rekeying information from PDFs and long email chains.
Send quotes with flexibility
- Choose from multiple keyboardless quoting workflows that complement existing workflows.
Integration Diagrams
New Benefits Package
Sold Benefit Product
Benefits Product Details
Plan Design Details and Rates
