Enhancement: current coverage tracker | July

Filter the current coverage tracker by new size segments, activity and status to track a brokerage's progress with book builds for a specific segment. Learn more.

Feature: control document access | June

Add a tag to control document access when sending an RFP or renewal on ThreeFlow. Learn more.

Feature: documents page | June

A centralized view of all documents associated with an employer client. Learn more.

Feature: NPC templates | June

Skip ThreeFlow’s review and go to market immediately for no prior coverages with prepopulated default values that are editable. Learn more.
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Feature: plan alts self-service | June

Request plan alts without ThreeFlow’s review by adding and updating coverage details yourself. Learn more.
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Enhancement: review coverages | June

Review and edit current coverages before requesting a renewal or going to market. Learn more.
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Enhancement: paid leave product type | May

Place and manage paid leave coverages on ThreeFlow.
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Feature: dual carrier products | May

For dental and vision products, build in-force coverage for dual carriers on ThreeFlow. Learn more.

Feature in pilot: Ready renewals | January

Automatically receive renewals from Guardian and Metlife,* eliminating the need to collect or schedule renewals for these carriers on ThreeFlow. Learn more.

Feature: close product | January

Keep information up-to-date on ThreeFlow by closing products when they’re sold off platform or you’re no longer the broker of record. Learn more.

Feature: broker quote edits | January

Edit quotes post-submission to reflect revisions, negotiations, and accurate plan design and rates on ThreeFlow. Learn more.

Enhancement: Skip email notifications | December

When marking a coverage as sold, you have the flexibility to notify your carrier partners whether they've won or lost. Learn more.

Enhancement: current coverage tracker | December
Use the pending mark sold filter to identify coverages that are ready to be marked as sold. Learn more.

Enhancement: schedule renewals email reminder notification | December
The schedule renewal email reminder indicates which renewals have no carrier contacts and require an action. Learn more.
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Enhancement: deactivate broker user | November

Keep your ThreeFlow broker account up-to-date by deactivating users when they leave your brokerage or are no longer working in ThreeFlow.

Learn more.

Enhancement: benefit call-outs | October

Initiate and reply to benefit call-outs to easily collaborate with your carrier partners.

Learn more.

Feature: current coverage tracker | September
With the current coverage tracker, conveniently monitor each coverage’s activity and status. Filter coverages by your clients, products, carriers, renewal dates, activity, or status. Learn more.
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Feature: select finalists | September
Influence quote accuracy by informing carriers when they've been selected as finalists for new business quotes.
​Learn more.

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Feature: presentation assistant | August

Embed information from ThreeFlow's export to your brokerage's template without formatting and data entry. Initial setup is required.

Learn more.

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ThreeFlow Connect: new connected carrier | August

As part of our integration with David Young, Symetra is a connected carrier.

Learn more.

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Certified carriers | July - September
The following carriers are now certified on ThreeFlow.

Enhancement: schedule renewals | August
Brokers can edit the renewal due date before the renewal request is sent to carriers. Learn more.

Enhancement: email notifications | August

Brokers will receive timely and succinct email notifications from ThreeFlow.

Learn more.

Enhancement: homepage filters I July

Brokers can easily filter their client lists by number of active events and locations. Learn more.

Feature: schedule renewals | July
Brokers can automatically schedule renewals 130 days before the coverage effective date. Learn more.

Certified carriers | April - June
The following carriers are now certified on ThreeFlow.

ThreeFlow Connect: new connected carriers | June
The following David Young systems are now integrated via ThreeFlow Connect.

Feature: print-friendly export | May
Brokers can export print-friendly client presentations with a consistent, standardized format. Learn more.

Enhancement: plan alternatives | May

Brokers can request product alternatives after a marketing event has started and choose to skip ThreeFlow’s review to send it straight to carriers. Learn more.

Enhancement: permission sets | April

With new and updated permission sets, broker leaders can control what features and workflows their users can access on ThreeFlow. Learn more.

Enhancement: product comparison and export tabs \ March

Brokers can see the annual premium differences as dollars and percentages on the product comparison tab and export.

Brokers will see rates on the export truncated from thousandths ($50.010) to hundredths ($50.10) for stop loss, dental and vision. Learn more.

Enhancement: no prior coverage | February
When adding coverage for the following, brokers can use our new form and skip ThreeFlow’s review to send the go-to-market workflow directly to your carrier partners. Learn more.

Enhancement: renewals project editor | February

Brokers can better self-serve by using the project editor for renewal projects. Brokers can add documents, edit due dates, and manage contacts. Learn more.

Feature: coverage history | January

Brokers can access and download details for coverages set up and replaced by current coverages on ThreeFlow. Learn more.

Enhancement: customize email updates | January

Brokers can customize which broker team members should get email updates about a specific renewal. Learn more.