We've compiled some of the top questions that 25+ brokers have been asking as they gear up to place medical benefits on ThreeFlow.
How do I add current coverage?
You can easily self-service and add current coverage on your own, weeks before you go-to-market or in the moment when you go-to-market.
To speed up adding current coverages, simply key in the plan ID to fill in data from the plan library.
How long does it take to populate quotes?
For selected carriers, AI-populated quotes will generate within a few minutes. For all other carriers, AI-populated quotes will be available within two business days.
How much manual data entry is involved?
When you provide your SBCs to ThreeFlow, we'll build out your plan library for you. This makes it easy to setup your current coverage and generate quotes with minimal data entry.
Can I create multiple options to present to clients?
Yes. You can favorite plans and create an option with a custom tile and description. In the Options Builder, you can view multiple options across multiple carriers.
Can carriers submit medical quotes?
Yes.
Brokers can invite any carrier to submit a medical quote on ThreeFlow.
Carriers receive an email notification to sign in to ThreeFlow.
If the carrier user is new to ThreeFlow, he will be prompted to create an account.
Once signed in to ThreeFlow, carriers can upload their quote (PDF).
ThreeFlow will extract data from the document and generate an AI-populated quote within minutes (certain carriers) or two business days.
Both brokers and carriers will be notified when the carrier uploads a quote.