CUSTOMER EXPERIENCE

Supporting your organization at every level

Built by the industry, for the industry

We tend to have very complicated RFPs. ThreeFlow’s Client Experience and Underwriting Consulting teams work closely with us to prepare marketing events. I was surprised by how easy it could be.”

Tami Gray-Myers,
Vice President & Service Manager,
Gregory & Appel

BY THE NUMBERS

Support users value

  • 98% Customer satisfaction
  • 1.8 hours Average time to resolution
  • 8 years Avg years industry experience

Setting you up for success

From kickoff and beyond, our teams provide the partnership and resources to ensure all customers thrive on our platform, regardless of size or structure.

COMMON QUESTIONS

  • How do I schedule a renewal?
  • When was the quote last updated?

Relationship management

Dedicated ThreeFlow experts to help your executive team and day-to-day users create operational efficiencies and meet business goals.

COMMON QUESTIONS

  • What’s my carrier response rate?
  • How am I performing with brokerages in this region?

Expansion planning

1:1 support and guidance on how to use ThreeFlow centralized growth for national brokerages and centers of excellence.

COMMON QUESTIONS

  • How can I sort benefits by location?
  • How can I ensure adherence to carrier panels?

User resources



On-demand support video tutorials and articles

.svg)



Quarterly product update webinars](https://support.threeflow.com/en/articles/8202316-brokers-threeflow-product-updates)



Bi-weekly user training](https://go.threeflow.com/carrier-user-training.html)

Your ThreeFlow team

  • 7.8 average years of experience
    Product specialist
    Hosts ongoing user training and answers product questions.

  • 6 average years of experience
    Implementation manager
    Helps you onboard and learn the ThreeFlow basics.

  • 7.25 average years of experience
    Customer success manager
    Dedicated to helping you understand new updates and ThreeFlow best practices.

  • 8.5 average years of experience
    Client Experience or Partnership Executive
    A thought partner for expanding ThreeFlow to meet your business goals.

Benefits placement made better

Eliminate renewal and RFP redundancies–with dedicated support at every step.

Discover Threeflow