Inspiring stories

Hear from brokers and carriers who successfully manage and optimize the entire placement process in ThreeFlow.

Case Studies

Technology

Applied Epic + ThreeFlow: powering automated placements

Broker

How Arista Consulting Group is building better benefit placement processes
ThreeFlow enables Amy to effortlessly track up-to-date new business RFPs without worrying about the accuracy of plan design features or rates.

Broker

-min.avif)] How Axion Risk Management Strategies is building team confidence
Axion used ThreeFlow to mitigate human errors and improve confidence throughout their brokerage.

Carrier

Guardian joins the ThreeFlow Connect ecosystem

Broker

Streamlined Success: Elevating Henderson Brothers' workflows
Before ThreeFlow, Henderson Brothers struggled with disjointed and challenging renewal and new business RFP tasks.

Broker

.svg)] How NFP of Illinois is creating efficiencies and process wins
NFP of Illinois was looking to create a more consistent workflow. ThreeFlow helped automate processes and create a source of truth for all their data.

Carrier

How OneAmerica is building better relationships with brokers
When the team at OneAmerica began looking for a different approach to the RFP process, they turned their attention to ThreeFlow.

Broker

%201-min.avif)] Scott Insurance scales and drives client satisfaction with ThreeFlow
If you’re a business owner in the Southeast, you’ve heard of Scott Insurance, a division of James A. Scott & Son, Inc.

Carrier

.svg)] How Wellpoint Stop Loss is reaching its target market more efficiently
Faced with a high decline-to-quote rate, Wellpoint Stop Loss started looking for a new way to reach its target market.