Compete better with technology

carriers

Compete better with technology

Deliver fast and consistent quotes, highlight value props, plan timely conversations, and access data to improve outcomes.

Simply put, RFPs are clear and concise with each agency using the same format allowing carrier reps to quickly understand and respond with an accurate, timely proposal up front limiting the number of re-rates and back and forth due to misunderstandings.”

Ryan Carr

Senior Regional Account Executive

The Hartford

Unlock a new benefits placement experience with ThreeFlow

Gain control

Highlight value props, provide in-line commentary, and ensure brokers can easily identify your differentiators.

Empower communication

Leverage real-time notifications of broker engagement and a historical digital trail of comments and edits.

Drive consistent workflows

Receive organized and complete RFPs, allowing you to set up cases and submit quotes faster.

Compete smarter

Access exclusive data and actionable insights for territory planning and competitive analysis.

carriers

Smart proposals

Quoting that’s keyboardless, effortless, and painless
Check it out

How ThreeFlow supports benefits placement beyond RFPs and renewals

Renewal management

Complete new business RFPs

Smart proposals

Digital analysis and negotiation

Automated benefits placement

Real-time, in-app data

Renewal management

Align renewal conversations to existing workflows and preferred timelines by emailing your renewals to brokers via ThreeFlow.

Supporting your organization at every level

Dedicated teams that offer user support, education, and strategic insights to your regional leaders and executive teams.