Compete better with technology
Deliver fast and consistent quotes, highlight value props, plan timely conversations, and access data to improve outcomes.
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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.
Smart proposals
Quoting that’s keyboardless, effortless, and painless
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
Use invitation and close ratios to learn where to grow product blocks within your brokerage markets with ThreeFlow Insights.
Align renewal conversations to existing workflows and preferred timelines by emailing your renewals to brokers via ThreeFlow.
Receive consistent RFPs from brokers, helping you offer your best quote sooner.
ThreeFlow reads your proposal documents and creates an AI-populated quote that’s ready for review in minutes.
Stay ahead of competition, update client quotes instantly, and convey value beyond what fits in a spreadsheet cell.
Instantly respond and receive new business RFPs, quote more business, and avoid claim discrepancies.
Supporting your organization at every level
Dedicated teams that offer user support, education, and strategic insights to your regional leaders and executive teams.