ThreeFlow Connect is our purpose-built system-to-system integrations that automate the secure flow of placement data across benefits placement.
By connecting ThreeFlow directly with the systems brokers, carriers, and partners already rely on, ThreeFlow Connect removes manual work, eliminates re-entry, and keeps everyone working from the same accurate information so teams move faster, reduce errors, and focus on strategic work.
How does ThreeFlow Connect support the placement journey?
ThreeFlow Connect automates key moments across the policy lifecycle. Depending on the integration, this can include:
Sending structured RFP and renewal data to carriers automatically
Receiving quote details and proposal documents back into ThreeFlow
Syncing sold plan and placement data
Connecting with partner platforms that support administration, communication, and reporting
The result is a more connected workflow where information moves seamlessly.
How does ThreeFlow Connect benefit carriers?
Connected carriers integrate their quoting systems with ThreeFlow to automate key quoting moments. This allows carriers to receive structured opportunity data instantly, generate and submit quotes more efficiently, and ensure proposal details flow back to brokers without manual entry or file uploads.
What this means for carriers:
Faster response times to opportunities
Reduced manual data entry and rework
Greater accuracy in proposal details
A smoother collaboration experience with brokers
How does ThreeFlow Connect benefit brokers?
Connected broker integrations sync sold plans and post-sale data from ThreeFlow into AMS, eliminating duplicate work and creating a more reliable process for managing sold business and downstream workflows.
What this means for brokers:
Less dual entry across platforms
Stronger data consistency across the policy lifecycle
Easier handoffs between placement and servicing teams
Greater confidence in post-sale data
How does ThreeFlow Connect benefit partners?
Connected partner integrations extend the value of ThreeFlow beyond quoting and placement by connecting with systems that support communication, configuration, and ongoing plan administration. These may include benefits administration platforms, CRM systems, content platforms, and other workflow tools.
What this means for partners:
More connected workflows across the benefits placement tech stack
Easier collaboration with brokers and carriers
Structured, reliable data exchange
Greater flexibility in how placement data is used downstream
Who is connected to ThreeFlow Connect?
ThreeFlow Connect continues to grow as more carriers, brokers, and partners integrate their systems with ThreeFlow. Today, ThreeFlow Connect integrations span:
Carriers automating quoting workflows
Brokers connecting AMS for post-sale data sync
Partners across benefits administration, CRM, and supporting workflow platforms
View our ThreeFlow Connect integrations to see which carriers, brokers, and partners are currently connected. This list is updated regularly as new integrations go live.
Interested in integrating with ThreeFlow Connect?
Reach out to connect@threeflow.com to learn more.