Our workflow operations team is available to answer questions on how to best set up your client's benefit offerings on ThreeFlow. If you're working through a complex group and want a second set of eyes before you start the build, they're the people to ask.
When should I ask for setup help?
If you're setting up a complex group on ThreeFlow and you're not sure how to model it, the team can walk through the build with you before you start. This is especially useful for groups where small setup choices early on shape the entire placement — class structure, parent-child relationships, carrier counts per product, and anything beyond the standard plan provisions.
What are some examples of complex groups?
Here are the most common scenarios where a quick setup conversation saves time later:
A high number of classes
Classes with different types or structures
A parent group with different companies underneath
Multiple carriers for one product
Non-standard benefits or provisions
If your group fits any of these, that's a strong signal to reach out before you start the build.
To request setup help, email support@threeflow.com.